Connected client workflow
Guided onboarding gave clients a clear next action and staff a dependable view of progress.
Case Study / Client Onboarding
A connected onboarding workflow delivered for a national advice group.
Client name withheld by agreement. The project connected portal actions, secure access, workflow automation and management visibility over a ten-week delivery.
Before
The problem was coordination across advice, paraplanning and administration.
Manual handoffs created delays and inconsistent onboarding. Clients received disconnected requests and leadership could not see where each application was getting stuck.
What was built
One first release across client, staff and system needs.
Secure sign-in and roles
Microsoft Entra sign-in and role-based access separated client and staff experiences appropriately.
Automation and reporting
Workflow triggers exposed delays and gave leadership a live view of operational bottlenecks.
Delivery timeline
Process and data mapping
Journey and interface design
Development and integration
Testing, training and launch
Measurement note
The project created a single live view of onboarding progress and bottlenecks.
The previously published 45% improvement is withheld here until the underlying before-and-after periods, sample and calculation can be presented with sufficient context. The verified facts currently published are the ten-week delivery, systems used and connected workflow scope.