The Challenge
A mid-sized consultancy was struggling to maintain quality while scaling. Their onboarding process was heavily manual, involving numerous emails, physical document signatures, and manual data entry into multiple systems. This led to a 2-week lag between contract signing and project kickoff, causing friction with new clients.
Our Approach
We developed a unified Client Onboarding Portal that automated the entire workflow. The system uses intelligent document processing (IDP) to extract information from client-provided materials and automatically populate the consultancy's project management and CRM tools. We also integrated secure e-signatures and an automated task tracking system.
"The automation has removed the administrative burden from our consultants, allowing them to focus on delivering value from day one. Our clients are consistently impressed by how professional and fast our onboarding has become."James W. Operations Director
The Result
Total onboarding time was reduced by over 80%, from 14 days down to an average of just 2 days. The firm was able to increase its client capacity by 40% without hiring additional administrative staff. Client satisfaction scores for the "initial experience" phase increased by 45% within the first six months of implementation.
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