Case Study

Customer Onboarding Automation

We facilitated the automation of our customer’s customer onboarding process through the development of a customized RPA bot. This bot effectively streamlines the onboarding journey by automating the creation of customer accounts and the addition of relevant categories and products to complete the setup. By leveraging this custom RPA bot, our customer expedited the onboarding process ensuring consistent setup for each new customer.

Implementation

Accelerated Customer Onboarding: A Case Study on Automating Setup with Custom RPA Bot

Business Case

Customers encountered a laborious process where they had to manually set up customer accounts, input individual product and category details from multiple Excel files into their web application, and subsequently communicate the credentials to each customer. This additional workload, in addition to their existing tasks, resulted in a time-consuming process that was ripe for automation.

Solution

Our team successfully created an RPA bot specifically designed to automate the customer onboarding procedures. This encompassed the entire process, from customer setup to the addition of products and categories. The RPA bot was programmed to extract essential data from diverse Excel files and input it accurately onto the corresponding screens within the customer portal.

With precise programming in place, the bot intelligently identified the appropriate Excel file as the data source and accurately populated the relevant fields across multiple screens within the portal. Additionally, the bot was configured to send welcome emails to customers along with credentials, following the successful completion of the customer setup process.