How might we provide John and Sarah with information of where they are in the process: "Waiting for documents", "Documents uploaded", "Documents approved", "Contract uploaded", "Contract in review", "Awaiting signatures", etc.?

• Rebecca can send them an email every time to update them on the process.
• They can send each other emails to update them on the process.
• OmniPlatform can send them emails automatically to update on the process.
• OmniPlatform can send them notifications via Slack.
• They can have an indicator within OmniPlatform to be aware of the process.

✅ Let's create a visual indicator inside OmniPlatform, which represents the whole onboarding process and highlights the current stage of the process. Let Rebecca manage it and send John and Sarah an email to update them on the process status change if they are not logged in to OmniPlatform.

How might we provide John and Sarah visibility of what the expected starting date and the first payment date is and notify them when those dates change?

✅ Let's incorporate the start date and first payment date into a visual indicator inside OmniPlatform. Let Rebecca manage it, and send John and Sarah an email to update them on the start date and first pay date change if they are not logged in into OmniPlatform.

How might we provide John and Sarah with a clear and complete overview and timeline of all communications as they are spread across various email chains and tie those communications to particular parts of the onboarding process?

✅ Let's build the visual indicator of the onboarding process in a way, that John and Sarah can click on any of the onboarding stages and be able to communicate to Rebecca regarding that stage. Rebecca can communicate with John and Sarah in the same way.

<aside> ❗ I've decided to combine the last 2 problems into a single HMW, as they seem to get fixed by the same solution.

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