Automating Client Onboarding for a Global Consulting Firm
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The Challenge
The client's onboarding process involved 14 manual steps across 5 different platforms. Associates spent an average of 8 hours per new client engagement on data entry, contract generation, and internal routing. With 200+ new engagements per quarter, this represented a massive operational bottleneck.
Our Approach
Mapped the entire onboarding workflow across all 5 platforms (Salesforce, DocuSign, Slack, SharePoint, and a custom ERP)
Designed a unified API orchestration layer that connects all systems through a single trigger
Built an AI-powered contract generation engine using RAG to pull from 500+ template clauses
Deployed a real-time monitoring dashboard for the operations team to track pipeline status
Results
Weekly Hours Saved
Onboarding Time
Error Rate
Annual Savings
Tech Stack
“Echelon eliminated 40 hours of manual work per week from our operations. The ROI paid for itself in the first month.”
Sarah Chen
COO, Meridian Consulting Group