Use case
Onboarding Master Data Checks
Challenges
Checking client master data before uploading it is error-prone and time consuming.
Users and settings information are provided via onboarding sheets, which then need to be checked manually by Customer Success Managers before upload.
High stakes task where no major error is allowed
CSMs are not Excel savvy, leading to errors
Many things to check: data accuracy, duplicates, comparing already uploaded settings, etc.
Capabilities
Circula automated this checking process by building an internal tool with Airtable.
Upload customer master data
Upload existing account settings
Scripts run series of checks and return results
Outcomes
This tool is now used for every customer onboarding by the whole Customer Success team.
30 mins saved per onboarding through faster uploading, data cleaning, duplicate checks, etc. No more VLOOKUPs!
500+ onboardings processed by 8 different users from the Customer Success
250+ hours saved in 2022, which can become 2 to 5x this number in the next years even if the tool stays at current state