Increasing speed of customer onboarding and provisioning on Zenefits platform

The Client

Zenefits is an industry leading cloud-based software as a service (SaaS) company providing an all-in-one platform for HR, Benefits and Payroll, geared specifically for small and mid-sized businesses. As part of their digital transformation initiative, they engaged PopcornApps to streamline their business processes. The focus of the engagement was to enable touchless provisioning and onboarding of clients on the Zenefits platform.

Challenge

Customer onboarding was taking a considerable amount on the Zenefits platform. From contract sign off to activating the service for a customer, Zenefits had quite a few process hand-offs. Data was distributed across systems and therefore the provisioning process often required manual intervention. A comprehensive view of workload and task management of the specialist teams was much needed.

Solution

PopcornApps developed a unified provisioning application on Salesforce, bringing in all the business processes and data into one system. This system streamlined assignment, management, tracking and reporting of all provisioning activities for client onboarding.
A real-time view of all projects tracks the team’s efficiency in completing the tasks.

Salesforce Process builder flows and workflows and the auto-assignment of tasks were exclusively used to design the application and streamline the business processes.

Business Benefits

  1. Reduction in customer churn.
  2. Increased efficiency - 80% faster onboarding.
  3. Single source of truth for all data.
  4. Real-time reports and analytics.

Testimonial

"My experience with the PopcornApps team was excellent from start to finish. As a fast-paced SaaS business, one of our top priorities is making sure we deliver an on-boarding experience that meets the high expectations of our customers. Simple, error-free project management is a fundamental component that contributes to the ability for our team to service customers during their implementation. We entrusted PopcornApps to architect a solution that met the needs for us and for our customers. We found the combination of strong business guidance from our side, coupled with the technical leadership and delivery on the PopcornApps side to be a successful framework. The team was dedicated to understanding our business needs, and constantly thought two steps ahead. It was a pleasure to work with the PopcornApps team."

Sarah Trott, Director - Business Operations, Zenefits.

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