Internal / customer collaboration
General Flow
- Sales / internal teams visit the onboarding portal
- Logs in, Finds the customers entity & views their required onboarding tasks
- (Optional) CRM record is created/updated
- Sales complete the actions that they can
- Sales invite the customer into the portal to review
- Customer reviews actions, confirms, updates and submits the application
- Compliance complete their review
- (Optional) Compliance reach out for additional information if required
- (Optional) Customer completes required additional information
- (Optional) CRM record is created or updated with additional information
Data Flow
---
config:
theme: redux-dark
look: classic
layout: dagre
---
flowchart TB
subgraph OnboardingPortal["Onboarding Portal"]
OnboardingLogin(["Logs In"])
OnboardingFind(["Find / Confirm Entity"])
OnboardingUpdate1(["Complete / update tasks"])
OnboardingUpdate2(["Invite customer"])
OnboardingCompleteActions(["Review and update tasks"])
OnboardingSubmit(["Submit Profile"])
end
subgraph CaseManagement["Case Management"]
CaseEdd(["Optional - Additional Information Required"])
CaseReview(["Approval Decision"])
end
subgraph CRM["CRM"]
CRMCreate(["Lead/Opportunity/Account"])
end
subgraph Detected["Detected"]
OnboardingPortal
CaseManagement
end
Sales((("Sales"))) -- "1.Visits Onboarding Portal" --> OnboardingPortal
OnboardingFind --> OnboardingUpdate1
OnboardingCompleteActions --> OnboardingSubmit
OnboardingSubmit --> CaseManagement
Compliance((("Compliance"))) -- "4.Complete review workflows" --> CaseManagement
CaseReview -- "7.Create / Update" --> CRM
n1((("Customer & Sales"))) -. "6.Completes <br>additional<br> information" .-> OnboardingPortal
CaseEdd -. "5.Notified by email" .-> n1
OnboardingLogin --> OnboardingFind
Customer((("Customer"))) -- "3.Customer Logs in to portal" --> OnboardingCompleteActions
OnboardingUpdate1 --> OnboardingUpdate2
OnboardingUpdate2 -- "2.Customer notified to complete onboarding" --> Customer
style CaseEdd stroke-width:1px,stroke-dasharray: 1