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How Do Citizen Integrators Enable Faster Customer Onboarding?

Suppose you’re an employee benefits service provider and you have just won over a new customer – a mid-size company with limited IT skill-set to consume your APIs. This is where the difficult part of customer onboarding starts. The challenge is how this client is going to synch up their eligibility and enrollment data with your backend systems. The crucial follow-up question is this: how scalable is this process if (and when) you get hundreds of additional customers?

Would you have them fill up a long excel spreadsheet? An e-mail? A web form? What is the best way to automate data synchronization? Along with this, who on the client-end is going to perform the task of providing you with the data you need?

For all these questions the underlying theme is that your current process of exchanging business information with your customer is complex and difficult, and the existing processes you have are ultimately not scalable for new, incoming clients. As a result, the delay in onboarding customer data affects the delivery of services to the client and makes it more difficult for customers to do business with you. At the end of the day, this delays revenue. Enter Adeptia Connect:

Adeptia Connect has solved the customer onboarding problem in three simple steps.

  • Create: Business users in your company create and share connections. Each connection is tightly configured to exchange a specific type of data with your clients. Example of the type of connections in this case would be “Employee Eligibility” or “Employee Deferral Updates” or “New Employee Enrollment.”
  • Invite: Business Users then invite new or existing customers into Adeptia Connect and grant them permissions to use these connections.
  • Consume: Your clients simply subscribe to the connection and go through a self-service onboarding wizard where each step carefully guides them in automating the data synch up.

Adeptia Connect is a secure customer-facing portal that allows your business users to create and use data connections through a graphical self-service interface. It provides crucially easy collaboration between your company and the clients using a multi-tenant platform for clients to self-provision. To clarify, a connection is a pre-configured end-to-end process that takes data from a source application and routes that data with or without conversion (depending on your use case) to the target application. This could mean, for example, taking data from your client’s BambooHR and integrating it with your payroll systems.

In Adeptia Connect, a business user or non-IT Citizen Integrator configures these connections by going through a step-by-step wizard. It guides you on what application connector to choose from, what data objects or triggers to select, and what type of data conversion is needed in order to successfully integrate that data with the target system.

Adeptia Customer Onboarding Software

Adeptia Connect has the ability to integrate data with both cloud and internal applications. It also provides a Secure Bridge option that allows you to expose on-premise databases, folders and message queues (MQ) as application connectors. This feature enables you to treat your internal systems just like any other application you can integrate your source data with.

Your IT team can also implement, publish, and share APIs as connections in Adeptia Connect. Suppose you have an API that takes “New Employee” data from customers. In Adeptia Connect, you can share that API as a connection and allow customers to consume it and send data to it from any of their source application. A self-service wizard guides them through what data formatting, mapping or conversion is needed to send data to which particular APIs. In this way, you can have any-application-to-API framework as part of your connection library. A customer can even connect their Dropbox, pull data in flat files, and convert them into the JSON or XML format that your API needs.

Connections can also be a simple pass-through that takes data from the customer in a variety of formats and sends it to your company. An example could be receiving EDI files from suppliers or receiving HL7 data files from providers and routing them directly into the backend staging repository. With regards to outbound connections, Adeptia Connect automatically provides routing rules for sending data to specific clients, such as a database trigger generating data records that need to be routed as CSV files to a customer. In this scenario, users configure routing rules based on specific variables like file names and types that at run-time determine which customer should receive the data. Outbound connections can also be simple broadcast messages that are sent out to all the clients in the network. An example of a broadcast message could be sending out an updated product catalog to a list of suppliers.

The big picture, however, is this:

Key Business Benefits of Adeptia Connect iPaaS Are:

  • Up to 70% Reduction in Onboarding Time
  • Up to 80% Reduction in Exception Handling Costs
  • Makes You Easier To Do Business With
  • Hit Revenue Targets Faster
  • Make IT More Productive

To learn more about Adeptia Connect, check out these videos: