Customers: Accelerated Partner On-Boarding

Challenge

• Fast growing high-tech company was swamped with partner applications
• Manual processes couldn’t scale to on-board 30 to 50 new partners per month
• Finance and legal were frustrated by endless emails and lack of timely responses to requests for information
• Partners were frustrated by uncoordinated efforts and unforeseen hurdles in the contract process

Solution

• Created partner on-boarding application
• Automated the end-to-end on-boarding process from application submission to contract approval
• Created task templates, routing and approval workflow for each party in the process
• Allowed partners to access and download all required documents from within the portal, and then execute and submit as attachments to tasks
• Allowed legal and finance to use tasks to request additional information and accelerate the review and approval process

Results

• Reduced on-boarding time by 50%
• Improved partner and employees productivity by eliminating inefficient emails
• Enhanced partner satisfaction by providing complete transparency into the process
• Improved the channel team’s internal corporate reputation by reducing friction with the process