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Oomnitza's Role in Streamlining FactSet's Employee Onboarding and Offboarding


Onboarding and offboarding employees are crucial HR processes that can be time-consuming and complex, especially for large organizations. These processes become even more complicated when they involve managing IT assets. Let's take a look at how Oomnitza helped FactSet streamline these processes and manage their IT assets more efficiently.

The Challenges of Employee Onboarding and Offboarding

When an employee joins or leaves a company, several tasks need to be completed to ensure a smooth transition. This could involve provisioning or deprovisioning IT assets such as laptops, software licenses, and access to company networks. Traditionally, these processes have been manual, leading to inefficiencies and potential errors. A streamlined, automated systematic approach can help save time, improve accuracy, and enhance security.

How FactSet Streamlined Onboarding and Offboarding with Oomnitza

FactSet, a global provider of financial information, faced challenges in managing the onboarding and offboarding processes for their large workforce spread across multiple locations. The company chose Oomnitza's cloud-based Enterprise Technology Management solution to help streamline these processes and improve IT asset management.

Oomnitza allowed FactSet to automate many of the tasks associated with onboarding and offboarding. For instance, when a new hire joined, the system automatically provisioned the necessary IT assets and software licenses. Conversely, when an employee departs, the system will ensure that all company assets were returned and access to company networks was revoked.

The Future of Onboarding and Offboarding with Oomnitza

Looking ahead, FactSet plans to integrate Oomnitza with its HR platform to further streamline onboarding and offboarding. This integration will give managers better visibility into what assets employees currently have and what they need to return when they leave the company. By automating these processes, FactSet aims to speed up onboarding and secure offboarding, ensuring a smooth transition for employees and the company alike.


Onboarding and offboarding employees is a critical yet often challenging process for businesses. By leveraging Oomnitza's IT asset management solution, companies like FactSet are able to streamline these processes, saving time, reducing errors, and improving security. As businesses continue to grow and evolve, solutions like Oomnitza will be essential in managing their IT assets and supporting their HR processes.

The offboarding process involves coordination across multiple teams and tools including IT, security, finance, legal and HR among others. How well have other companies done with key offboarding process steps such as endpoint reclamation and deprovisioning? Oomnitza has partnered with internationally respected research firm YouGov to report on “The State of Offboarding Process Automation.” Download the report to learn key insights you cannot get anywhere else.

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