NanoLeap Automation · Software-in-a-Service

We build, run and automate every onboarding and offboarding journey your business needs.

We don’t hand you an empty workflow builder. We map your compliance and induction flows and run the exact automation to execute them, start to finish.

Onboarding is where companies silently lose their best hires. The first 30 days decide whether someone stays, performs and trusts you, or quietly starts looking again.

Offboarding is the mirror risk: access left open, knowledge walking out the door, compliance gaps that only surface when they cost you. Most SMEs nail neither, because both are death by a hundred manual steps.

Onboarding

Your operational gatekeeper

01

Compliance before access

Vetting, POPIA and statutory checks happen before anyone touches your systems, not after something goes wrong.

02

Time-to-value

Employees, vendors and clients become productive or profitable in days, not weeks.

03

First impressions

A clean intake signals a serious, well-run operator. A sloppy one signals the opposite on day one.

Offboarding

Your ultimate risk mitigation

01

Close the open door

Revoke access to systems, email and CRM the moment a relationship ends. There is no manual checklist to forget.

02

Asset recovery

Track and enforce the return of keys, laptops and intellectual property before final pay or close-out.

03

POPIA on exit

Archive or destroy personal data within legal retention periods, so you don’t carry liability after someone leaves.

The framework

The Four C’s, plus check-backs

Every journey we build is measured against four things. The fifth, check-backs, is the feedback loop that keeps it improving.

C

Compliance

The rules. Contracts, POPIA, vetting and statutory checks: collected, verified and on record before access is granted.

C

Clarity

The role. Exactly what this person, vendor or client is here to do, and how, so nobody guesses their way through week one.

C

Culture

The norms. How you work, what’s expected and who’s who: set deliberately, not absorbed by accident.

C

Connection

The relationships. The people and systems they need, provisioned and introduced, so they’re plugged in from day one.

Check-backs: the loop
Day 1 Day 7 Day 30 Day 90

Scheduled follow-ups at day 1, 7, 30 and 90 catch problems early, and feed straight back into how we improve the flow.

The journeys we manage

Onboarding isn’t just HR

It’s every relationship your business runs, and every one of them has a way in, and a way out.

01

Employees

HR compliance, POPIA, workspace provisioning.

02

Vendors & suppliers

Risk vetting, B-BBEE verification, tax clearance.

03

Clients & customers

SLA signing, KYC, project-kickoff alignment.

04

Tenants

Lease generation, identity verification, collection setup.

05

Partners

Channel agreements, portal enablement.

Offboarding

The mirror of all five: access revoked, assets recovered, data retained or destroyed to POPIA.

Where the pain compounds: compliance
Vetting, POPIA, induction and access revocation aren’t a separate project; they’re built into the flow. The cost of getting them wrong doesn’t show up on day one; it compounds quietly until an audit, a breach or a departure makes it everyone’s problem. We close those gaps before they open.
How we work · Software-in-a-Service

Execution is the product

We don’t sell software for you to configure. We’re an operations manager in a box: three steps, end to end.

01 · We map it

The setup

Our analysts digitise your exact rules. Messy Word docs and compliance requirements become a custom, step-by-step pipeline built for your industry.

02 · We execute it

The automation

You invite an entity to the platform. The system collects IDs, routes compliance documents and verifies statuses, without your manual oversight.

03 · We integrate

Into your systems

Once verified, clean data is pushed into the tools you already run, with zero manual re-entry.

Integrates with
SageMicrosoft 365XeroSlackGoogle WorkspaceYour CRM + tell us your stack
Automation FAQ

Questions, answered

What is onboarding automation?

Onboarding automation runs the steps of bringing someone into your business: collecting IDs and documents, running compliance and vetting checks, granting access, and sending welcome information, without anyone chasing forms by hand. Offboarding automation does the reverse on exit, including revoking access. NanoLeap maps your rules and runs every step, pushing clean data into the tools you already use.

How much does onboarding software cost?

Onboarding tools are usually priced per employee per month or as a flat monthly fee, which adds up, and still leaves you to configure and run them. NanoLeap works differently: as a done-for-you service, you pay to have the onboarding built and operated, not to rent a builder you staff yourself. We scope a setup fee plus monthly to the journeys you actually run.

How do I automate customer onboarding for a small business?

Map the steps a new customer goes through (welcome, detail and document collection, verification, account setup, first-use guidance), then automate each one and decide what stays human. NanoLeap builds that flow on WhatsApp or your existing tools and runs it, so every new customer gets the same fast, complete start without manual chasing.

Which relationships can you onboard and offboard?

Five journeys: employees, vendors and suppliers, clients and customers, tenants, and partners. Onboarding isn’t just HR, it’s every relationship your business runs. Each has its own documents, checks and access rules, and we automate all of them so nothing slips between teams.

How does onboarding automation tie into compliance?

Vetting, POPIA handling, induction and access revocation are built into the flow. Compliance checks happen before anyone touches your systems, and access is closed the moment a relationship ends, so you’re never relying on someone remembering. Every step leaves an audit trail.

Do I have to configure the software myself?

No. We’re a Software-in-a-Service partner, so we don’t hand you an empty workflow builder. We design the flow your business actually runs on, operate it for you, and adjust it as you grow. You get the outcome without becoming the administrator.

Hand us the messy Word doc. Get back a working pipeline.

Process mapping is where every engagement begins. Send us the journey you’d like managed and we’ll respond with the scope.

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