Acme Inc. Cut Customer Onboarding Time from 10 Days to 4

Customer Context

As Acme Inc.’s customer base expanded, its operations team needed to handle more onboarding projects while maintaining accuracy and consistency.

The Challenge

Acme’s onboarding process depended on manual handoffs, repeated data entry, and workflows spread across multiple systems. On average, onboarding took 10 days per customer.

Employees spent time requesting approvals, checking task status, and correcting data-entry errors. As volume increased, Acme needed a way to support additional customers without adding administrative work at the same rate.

Why Acme Chose Our Automation

Acme selected our automation to coordinate onboarding within its existing processes. The solution enabled the team to:

• Connect onboarding steps in a single workflow
• Reduce repeated data entry and manual handoffs
• Trigger tasks, notifications, and approvals based on workflow events
• Track the status of each customer’s onboarding
• Increase onboarding capacity without a corresponding increase in coordination work

Implementation

We worked with Acme to document its onboarding process, locate bottlenecks, and identify repetitive steps suitable for automation.

The resulting workflow automated routine tasks, assigned ownership at each stage, and routed exceptions to employees for review. Acme’s team continued using its existing systems while managing the process through a standardized workflow.

Results

After implementation, Acme reduced average customer onboarding time from 10 days to 4 days. This represents a 60% reduction, or six days saved per onboarding.

Automated task routing, notifications, and approvals reduced the need for employees to coordinate each step manually. Customers could complete onboarding and begin using Acme’s services sooner.

Results at a Glance

• 60% reduction in average onboarding time
• 10 days to 4 days per customer
• 6 days saved per onboarding