Accelerate customer and employee onboarding with intelligent automation

The typical customer onboarding process is plodding, manual, and inefficient. You need to capture data from the customer, process it, check it with third parties and file it. You end up playing data ping-pong – extracting and porting data between Excel docs, CRMs, and external databases. This burns up valuable time, while your customers sit there (irritated, twiddling their thumbs) with no idea where they are in the process.

Onboarding employees often involves providing access to lots of different systems across the business. User accounts need to be set up and details communicated. The same then needs to happen in reverse when a person leaves the organisation. Failing to do this can leave systems and data exposed.

Low-code and RPA let you rethink this workflow. You can tie all of these systems together in an app so that data flows from A to B, securely and with no manual intervention. This ensures the process is always run and never missed.

Improve the flow of information

Low-code systems allow you to create an application layer to sit on top of your existing systems, stitching them together. Information can move in and out of the business, seamlessly and securely. You plan the most efficient workflow using an intuitive drag-and-drop interface.

Once live, the app will automatically trigger each step in this workflow using a rules-based engine. SMS or email alerts keep customers updated at key stages in the process, for example: ‘We’ve received your enquiry. You’ll receive a response in the next 2-3 days’.

The benefits