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May 6, 2022

Hours Saved Per Client

26

Hours Saved to Date

260

Automated Steps

87

Membership Objective

Automate Client Onboarding and Account Provisioning

The Challenge

Journey Live needed a better approach to Client Onboarding. Their existing system resulted in scattered data with no clear source of truth, and required hours of manual work to create new accounts and grant access to each company’s employees.

The Solution

XRay.Tech built a series of automations to support Journey’s client onboarding process. Whenever their team marks a deal as “Closed/Won” in Salesforce, the automation generates a unique ID for the client and calls an API endpoint to provision new user accounts. Part of Journey’s account provisioning process requires obtaining a CSV from each client with login details for their employees. If the CSV isn’t formatted properly, the client’s employees won’t be able to access the app. To help streamline this process, we built an automation that lets Journey’s team easily update an improperly formatted CSV with just a few clicks, all while keeping the contents of the file totally private and secure.

The Results

With their newly automated workflows for client onboarding, Journey.Live has saved 25 hours on each new client, for a total of X hours to date.

This is incredible. The robots are doing so much of this work, and it's way better than we could have done it ourselves. The documentation is also amazing – we’re ready to start training our staff how to perform this workflow right away!

Amelia McQueen
Business Operations Manager at Journey Live

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