The traditional customer onboarding process can be inefficient and inconsistent due to disparate data sources, long SLAs, and opaque or poorly documented processes. Knowledgeable business users have to dedicate their time to rework and data cleanup rather than focusing on more important tasks. This results in a poor customer experience and can lead to lost potential revenue as onboarding processes drag on or halt altogether.

Self-service Onboarding and Reconciliation (SOAR) addresses these issues by providing an enterprise-grade solution that streamlines customer onboarding and ensures consistent data collection with a structured reconciliation process. It also provides a centralized view of live process metrics in order to quickly identify and resolve any potential blockers. SOAR’s end-to-end analytics enable manufacturers to identify potential bottlenecks more quickly and improve compliance with lower SLAs – leading to improved customer satisfaction overall.

Key features include the following:

• Empowering customers to initiate their own onboarding experience
• User-friendly online portal with guided navigation
• System-defined data validation
• Secure data collection
• Orchestrating the entire onboarding process with manual task assignment control
• Completing distributed tasks in parallel for maximum throughput
• Monitoring onboarding progress in real time to identify and resolve blockers
• Viewing process insights in a comprehensive reporting dashboard
• Connecting to source-of-record systems via simple microservices architecture