Energy Advance is a triple ISO-accredited Australian energy consultancy delivering NatHERS ratings, Section J reports, NABERS ratings, and air tightness testing nationwide. The company had grown fast — but their training process hadn’t kept pace.
02
The challenge
New assessors took 12+ weeks to reach independent productivity. Onboarding was informal — shadowing, PDFs, and trial-and-error on proprietary RPA tools. Inconsistencies between assessors were becoming a quality risk, and documenting training for triple ISO audits (9001, 14001, 45001) was entirely manual.
03
Our approach
We deployed the full 360° Framework. Discovery revealed the core issue: senior assessors were repeating walkthroughs for every hire, pulling them off client work. We built an interactive onboarding program that walks new assessors through everything they need before their first day on site — from company orientation and procedures to team structure and workplace policies. Each section requires active engagement and knowledge checks to confirm understanding, not just consumption. Everything integrated into their existing Team Training Portal with automated progress tracking and one-click audit reporting.
12→8 wks
Onboarding time
26%
Accuracy improvement
100%
ISO audit compliance
~6 hrs/wk
Senior time recovered
Key takeaway
When expertise lives in people’s heads, growth creates inconsistency. Structured onboarding turned tribal knowledge into a repeatable, auditable process.
