Posts by Chris Rodriguez
What to look for when choosing a client onboarding solution
You’ve closed a deal, time to celebrate! But wait - the hard work isn’t over. Now starts the complicated, often manual and time intensive process of onboarding: the process of bringing that new client into your business and building a plan with them. It seems straightforward, but once you get to the client questionnaire, data gathering, due diligence, and approval process, the black hole of inefficiency starts to emerge.
A Wakeup Call for Workflow
Digital transformation and the digital workplace have gone fully mainstream. So mainstream in fact that 40 percent of all technology spending will go toward digital transformations, with enterprises spending in excess of $2 trillion by 2019, according to analyst research firm IDC.
This figure indicates that company leaders believe digital transformation brings real business value. And it’s true that no company ever got ahead by sticking with their same legacy technology solutions. However, digital transformation is still a nebulous undertaking, and new tools must be carefully vetted against the ROI they will bring to the organization.