Professional Services Automation
for Client Onboarding
Use AI-driven insights to support your onboarding team and business
Improve Capacity Management
Better manage the capacity of your staff to avoid burnout and support collaboration. Proactively plan for capacity expansion when needed.
Recognize Strong Employees
Recognize and reward the stars on your onboarding team before they get burned out. Align them with projects that suit their skills and experience.
Identify Development Opportunities
Proactively identify training and improvement opportunities for junior staff. Provide additional career development opportunities for your team.
Improve Onboarding Efficiency
Speed projects up by scheduling them out to the optimal team members. Seamlessly assign projects and tasks to other team members without delay.
Give your team tools to reach their full potential.
Experience Setuply's Professional Automation Services for yourself
Is there room for improvement in your client onboarding program? Our professional services automation solution provides you with AI-driven insights to move your program forward. With access to analytics around team performance and revenue, you’ll have a better gauge on how to make client onboarding a differentiator for your business while keeping your team happy.
What makes for a good client onboarding experience?
Features that support client onboarding program improvements
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Team Member Workload
Track the workload of each implementation team member, including tasks assigned, hours assigned, etc.
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Team Productivity/Workload
Track the productivity of the entire implementation team — for instance, the tasks completed in a certain period of time.
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Revenue On the Line
Use a widget to display revenue released versus revenue on the line. This showcases trends in timely, stuck, and accelerated projects.
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Project Insights
Assess how big and small projects are and what’s at stake. See what stage each project is at and if there are any slowdowns.
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Approve Change Requests
Linked integrations automatically push data to time-keeping software. Linked logging and auditing enables easy sign-off and approval on time, costs, etc.
Your journey to better onboarding starts here.
Helpful client onboarding insights
Experience the full range of Setuply’s onboarding capabilities
Client Impact Control Center
Give clients the power to stay connected to project progress and reach out for support to keep things on track.
Secure Data ManagementEasily and efficiently gather client historical data and other information necessary for a successful implementation.
Read More Scale Up Onboarding EngineMake your onboarding process scalable and repeatable with powerful project management functionality.
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