AI automation that reduced onboarding time by 78%
Designed a multi-step agent workflow to handle customer onboarding tasks, dramatically reducing manual effort and improving accuracy.
Client
B2B SaaS Platform
Industry
Enterprise Software
Duration
3 months
Impact
78% reduction in onboarding time
The Challenge
The client's onboarding process required manual data collection, validation, and system configuration across multiple platforms. Each new customer took 8-10 hours of staff time, creating bottlenecks as they scaled. Errors in manual data entry led to delays and support tickets.
Our Solution
Built a multi-agent AI system that orchestrates the entire onboarding workflow, from initial data collection through system provisioning.
Implemented intelligent form processing with validation and error checking, reducing data entry mistakes by 95%.
Created automated integrations with downstream systems (CRM, billing, support ticketing) to eliminate manual handoffs.
Developed a monitoring dashboard showing onboarding status in real-time with automated alerts for exceptions.
Added self-service capabilities for customers to track their onboarding progress and provide additional information as needed.
Results & Impact
Onboarding time reduced from 8-10 hours to under 2 hours per customer
95% reduction in data entry errors
Customer satisfaction scores improved by 40% due to faster time-to-value
Staff freed up to focus on high-value customer success activities
System handles 5x more onboarding volume without additional headcount
Technology Stack
"The AI onboarding system transformed our operations. We can now scale our customer base without scaling our onboarding team proportionally."
Sarah Chen
VP of Customer Success