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Customer / Entity Onboarding Efficiency

How efficiently can you onboard a new customer or acquired entity into your standard operating model?

Key Takeaways

  • The largest share of organizations take a data-first approach to onboarding new customers or acquired entities, indicating that most prioritize migrating and validating data structures before fully aligning the entity into their standard operating model.
  • A significant portion of organizations still rely on manual migration, reflecting that a considerable part of the market lacks a repeatable, automated process for bringing new customers or acquired entities onto their platform.
  • A smaller group have adopted a blueprint-driven approach, showing that a standardized, template-based onboarding model exists for only a limited part of the market, despite its potential to reduce onboarding time and risk.
  • The reliance on manual migration alongside a data-first approach suggests onboarding speed and consistency remain a challenge for much of the market, particularly in scenarios like M&A integration where efficient onboarding directly impacts time-to-value.

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