We automated Customer Onboarding process for our customer by creating a custom RPA bot that Onboard customers and adds respective Categories and Products to complete the setup.
RPA – UiPath
Customer Onboarding using RPA
Customers faced the tedious task of having to set up their customers and add individual product and category information for each customer into their web application from multiple excel files in order to have their entire business running in the cloud. Post setup they had to inform customers of their credentials. This additional effort needed to be done in addition to what they were already working on, resulting in a time-consuming process that could have easily been automated.
We developed the RPA bot to automate customer onboarding processes. This included Customer Setup, Product, and Category addition for customers. The bot was developed to fetch the necessary data from various Excel files and enter it onto their Portal’s different screens. As per the programming done, the Bot knew exactly which Excel file should be used as its input source and could correctly pick up exactly which data it should enter into the different fields on its many Portal screens. The Bot was set up for sending welcome emails with passwords post Customer setup.