Case study
Illustrative example
A professional services firm
Turned a tribal-knowledge onboarding process into a guided system.
App developmentUI/UX design
Problem
New account managers learned the client-onboarding process by shadowing a senior staffer for weeks — an approach that didn't scale as the firm grew and produced inconsistent client setup.
Solution
We designed and built a guided onboarding tool that walks a new hire through every required step, pulling client data automatically where possible and flagging what still needs a human decision.
Outcome
| Metric | Before | After |
|---|---|---|
| Time to full onboarding competency | ~3 weeks | 3 days |
| Setup steps missed per client | 2–3 on average | 0 |
| Senior staff hours per new hire | 20+ hrs | 2 hrs |
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