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2018-05-02

Optimize Your Customer Data Onboarding Time

There are a number of factors which make customer data onboarding complicated. It’s especially true in B2B data onboarding scenarios where there is a heavy exchange of information in structured and unstructured formats. Medium to large enterprises face treacherously difficult challenges while exchanging data with any customer or partner, resulting in wastage of several months of time even after throwing an army of developers to combine business systems and onboard customer data. Core business operations are sidetracked till developers build integration flows while enterprises lose valuable business opportunities in the meantime.

Why Customer Data Onboarding is Delayed?

Even for enterprises with robust competency centers, customer data onboarding is a struggle. Many enterprises today work with diverse customer bases who use different kinds of formats, i.e., Excel spreadsheets, Extended Markup Language (XML), or EDI messages, etc. to share data. The business logic of onboarding processes needs to be updated over and again for receiving data from the desired source and converting it into a comprehensive format. The manual homegrown processes to onboard data don’t scale to address these diverse data interchange and data conversion requirements. Problems increase when more processes need to be setup as per unique onboarding needs of the customer. There can be a number of other factors which delay customer onboarding that vary with organizations. Enterprises should break down the process into parts to understand which factor is causing friction and delays.

What is your customer data onboarding time?

The faster an enterprise onboards its customers, the faster it can deliver services and realize revenue. Therefore, it is quintessential to evaluate customer data onboarding time. However, B2B onboarding has more than one process and for identifying reasons of delay, enterprises should time their onboarding process to find answers to the following questions:

  1. What is the total time taken to onboard users?
  2. What is the average inbreeding time for majority of users?
  3. Which part of the B2B onboarding process took the maximum amount of time?

How to use the results obtained?

The results obtained can be used to identify steps causing friction in the onboarding process. The onboarding funnel can be optimized by replacing obsolete steps with automation. Most support tickets in slug areas can help teams in significantly accelerating the speed of data embedding. Manual and repetitive tasks in those areas can be automated for improved speeds. It might be possible that rectifying a drop-off in one such particular area, can help teams drop-off in other areas as well.

There can be other bigger issues which might be thwarting your onboarding efforts. You might face problems while updating customerinformation, removing duplications and validating email addresses. Experts at Adeptia know how to surmount these challenges in easy, simple, and consistent ways.

Our solutions have garnered the recognition to accelerate customer data onboarding from months tofew minutes. Let’s know about your onboarding challenges and our experts will contact you within one dayto get it fixed.