Boosting Team Efficiency with a Centralized Onboarding Strategy
CASE STUDY • POSTED JUNE 2024
UX ResearchCX StrategyService Design
Communications
B2B SaaS
Communications
B2B SaaS
Overview
This case study outlines the implemention of a centralized strategy that unified a fragmented customer onboarding experience, boosted team collaboration, and saved the customer facing team 15+ hours per week.
Methodologies
- Stakeholder Interviews
- Customer Journey Map
- Core Service Analysis
- Onboarding Flow Map
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