On-boarding a new customer will involve multiple aspects, Stemmons Central will make sure that every step is done correctly.Customer onboarding involves many people to successfully register the new customer into a company's portfolio. Cases will be used to notify administrators and who they should be associated to. These customers will be logged in Entities while the employees and their roles will be in Departments. Finally, Quest will serve as a case launcher in order to assign cases to the correct people in the onboarding process.USER EXPERIENCE :
- Case is created in order to begin the on-boarding process.
- Company's standard procedure for on-boarding new clients is found in Standards.
- Create new client Entities and Entity types where applicable (i.e.; client contacts and locations).
- Associate new client with internal employees responsible for them by Role.
- Use a Quest form in order to generate and assign multiple cases to different people based on information input.
- Quest serves as Case launcher.
- Employees required to do tasks for on-boarding client will be assigned tasks.