CUSTOMER

PARTNERS
SUPPLIERS
ONBOARDING
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 CUSTOMER / PARTNERS
/ SUPPLIERS ONBOARDING
Customer / Partners / Suppliers onboarding is an integral part of
every product/ services in the business. It is extremely important
that every customer/partner/supplier are vetted thoroughly viz., for
authenticity of their existence, legality, and financial stability before
they are qualified and registered for performing business activities.

For example: The client is from Manufacturing industry spread

across the country. There remote agents visit potential Customer /
partner / suppliers to convince them for getting into business
relationships. Once the customer/ partner / supplier gives
go-ahead the field agents need to gather all the required details /
documents and send it to the central team via e-mail or submitting
physical hardcopies to get them vetted and approved to be
on-boarded for performing business activities. The entire process
takes about a few weeks / months and sometimes gets lost. Due
to manual process the visibility of progress was not available
leading to re-doing the entire work.

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 KEY CHALLENGES
Standardization of collection of
required data and documents
from customer/partner/supplier
for on-boarding
On-boarding process is followed Verification of Customer / partner /
manually leading to delays and supplier documents is delayed due
loss of documents resulting in to manual submission and
re-work and high operational cost follow-ups for internal approvals

Duplicate customer profiles

Identification and cleaning up of Lack of visibility regarding
were created due to lack of
customer/partner /supplier on-boarding status from remote
customer/partner / supplier
duplicate data was a herculin task agents
de-duplication checks

Lack of control in maintaining

and updating latest customer /
partner / supplier data

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HOW EFFORT HELPED
OUR CLIENTS?
Digitizing of entire customer /
partner / supplier on-boarding
process that includes data
collection, document
collection, approval process
and integrating with master
source system
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The mobile enabled data
collection helped quick
on-boarding of customer /
partners/ suppliers anywhere
and anytime even in remote
locations
Compliance to location
presence, process steps
adherence led to reduction
of operational inefficiencies
Customer / partner / supplier
locations were accurately
captured with platform’s Geo
intelligence capability
Continue…
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 Document were collected
digitally and made available to
approvers in near real-time
basis that enabled them to
take quick approval/rejection
decisions
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Real time validation of
duplicate checks using multi
data points resulted in
avoiding duplicate
customer/partner/supplier
profile creation
Increased visibility and
exception alerting to the
manager’s had improved
time to on-boarding of
customers/partners/suppliers
Customer /
partners/suppliers data was
updated with ease including
maintaining history of the
changes
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THANK
Sales:+91.784.277.6677 | e-mail: sales@spoors.in

YOU

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