Automating manual onboarding for a B2B SaaS platform

Workflow automation that took a multi-day manual onboarding process down to hours.

Rack of electronic equipment in a dark server room

The challenge

New customer onboarding required manual document review, data entry, and cross-team handoffs, creating a multi-day delay before customers saw value.

Our approach

We mapped the end-to-end onboarding workflow, automated document extraction and validation with an LLM-based pipeline, and integrated it directly into the existing CRM and provisioning systems.

Results

  • Onboarding time cut from days to hours
  • Manual document handling removed from the critical path
  • Support team redeployed to higher-value customer work
Start A Project