Customer onboarding was taking a considerable amount on the Zenefits platform. From contract sign off to activating the service for a customer, Zenefits had quite a few process hand-offs. Data was distributed across systems and therefore the provisioning process often required manual intervention. A comprehensive view of workload and task management of the specialist teams was much needed.

Accellor developed a unified provisioning application on Salesforce, bringing in all the business processes and data into one system. This system streamlined assignment, management, tracking and reporting of all provisioning activities for client onboarding. A real-time view of all projects tracks the team’s efficiency in completing the tasks.Salesforce Process builder flows and workflows and the auto-assignment of tasks were exclusively used to design the application and streamline the business processes.

• Reduction in customer churn.• Increased efficiency - 80% faster onboarding.• Single source of truth for all data.• Real-time reports and analytics.