Integrated Portal Workflow
Introduced guided onboarding pathways with clear status progression and fewer manual follow-up tasks.
Case Study
National Advice Group: faster onboarding, cleaner activation
The point was not a prettier portal. It was faster onboarding, cleaner handoffs, and better visibility across teams.
Primary Result
45% faster onboarding
Timeline
10-week delivery window
Core Stack
Xplan, Entra SSO, Power Automate
The Challenge
Manual handoffs between advisory, paraplanning, and admin teams were creating delays and inconsistent onboarding flows. Leadership could not see, in real time, where each application was getting stuck.
What We Delivered
Secure Sign-In and Role Logic
Implemented Microsoft Entra single sign-on and role-based access to reduce support tickets and credential friction.
Automation and KPI Layer
Added workflow triggers and operational dashboards so management could track bottlenecks in real time.
Outcomes
- 45% reduction in average onboarding cycle time.
- Lower process variance across office locations.
- Stronger leadership confidence through live operational visibility.