Cleveland Clinic’s global network relies on an intricate onboarding process to bring non-employee staff up to speed quickly, accurately, and in full compliance with healthcare regulations. It spans several interdependent steps — background checks, vaccination records, training modules, and both network and physical building access — that must be completed in sequence, partly online and partly in person. Transparency and compliance are critical, since medical facilities are subject to regular audits.

Despite the complexity and the stakes, all of it was managed manually by a small Security Administrative Services team using spreadsheets and office file folders — a setup exposed to delays, errors, and inefficiency, with little room to scale or optimize.