Welcome to OutSail! As you embark on your journey to find the perfect HR Tech solutions for your organization, unlocking your workspace is a crucial step. Anyone can register for OutSail and complete an HR Tech Stack Audit — but your OutSail app won't have full feature access until you've completed an advisory session with an OutSail advisor. This article explains why the advisory session exists, how to complete it, and what you'll gain access to once you do.
Why Does OutSail Require an Advisory Session?
OutSail believes the best guidance starts with truly understanding your organization — and that requires a two-pronged approach. Your Tech Stack Audit gives us the complete picture of your systems, integrations, and processes, while a personalized discovery call helps us understand what's actually happening on the ground: where your challenges are, and the edge cases and complexities involved in your business. That's why the advisory session exists. Together, the audit and the advisory session establish the foundation we'll work from throughout all of your work with OutSail.
How to Unlock Full Access
Unlocking your workspace is straightforward:
Create your account: Register for OutSail to get started.
Complete your HR Tech Stack Audit: Build out your current tech stack, your integrations, a quick mapping of your internal processes, and baseline information about your team's capacity.
Complete your advisory session: Schedule a time with an OutSail advisor that fits your calendar.
What Happens in the Advisory Session?
The advisory session is a personalized discovery call with your OutSail advisor. Building on your completed audit, your advisor will dig deeper into your requirements, your business needs, and the nuances that make your organization unique. This conversation creates a baseline that informs every project that follows.
Once your advisory session is complete, your OutSail advisor will move your status to Approved — and you'll have full access to the rest of the system.
What You'll Unlock
With your workspace unlocked, you gain unlimited access to the full OutSail platform:
Market Insights: Dive into comprehensive HRIS vendor profiles, user-reported pros and cons, and verified pricing estimates, all sorted according to your goals and needs.
Evaluation Tools: Build shortlists, request demos, design and complete team scorecards, request proposals, and gather peer references — all within your guided 10-step buying process.
Advisor Support: Work with HRIS industry experts for second opinions, proposal reviews, negotiation guidance, and preparation for implementation.
Is There a Cost Associated With This Step?
Absolutely not. OutSail is a free resource for the vast majority of our clients — 90% of OutSail clients never pay a cent. As an HRIS broker, we receive a small commission from the winning HRIS vendor when a company makes a purchase through our platform. This arrangement does not affect you financially, as the vendors do not pass this cost onto you. Moreover, we remain vendor-agnostic, partnering with every leading HRIS on the market to ensure you receive unbiased advice tailored to your specific needs.
Unlocking your workspace is the gateway to fully leveraging OutSail's extensive resources and expertise. We're excited to guide you through this process and beyond, ensuring your HR Tech procurement journey is as seamless and effective as possible. Welcome to the OutSail community!