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