Client Onboarding Automation

Make.com

CRM

Jira

Engineered an automated onboarding workflow that reduced setup time from 2 days to 15 minutes while saving $120,000 annually.

4 weeks

Development Time

70 hours per month

Time Saved

Tech Consulting

Client Industry

Delivering the Right Approach

Solution

We engineered a comprehensive automated onboarding workflow using Make.com as the central integration platform, seamlessly connecting Salesforce, Jira, Slack, Google Workspace, and email systems into a unified process that eliminates manual intervention while ensuring perfect accuracy in project setup and resource allocation.

System Integration & Workflow Automation

The solution orchestrates data flow between Salesforce (CRM), Jira (project management), Slack (communication), Google Workspace (document management), and email systems. When a new client is entered in Salesforce, the automation initiates a cascade of actions, creating Jira projects, setting up client Slack channels, generating shared Google folders with appropriate document templates, and sending welcome emails with Calendly links for kick-off calls.

Resource Optimization & Quality Assurance

The workflow includes intelligent resource allocation based on project requirements and team availability, ensuring optimal staffing from the beginning. Additionally, the system incorporates quality control checkpoints throughout the process, achieving 100% accuracy in project setup and eliminating the errors that previously plagued manual handoffs between systems.

Summary

A recap of our approach, results, and the impact of our solution.

The client onboarding automation delivered transformative results for the tech startup, including $120,000 in annual cost savings through elimination of manual processes, a dramatic reduction in onboarding time from 2 days to just 15 minutes, perfect accuracy in project setup and resource allocation. The solution showcases our expertise in process automation engineering using Make, Salesforce, Jira, Google Workspace, and Slack integrations to create seamless workflows that enhance efficiency, accuracy, and client experience.

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