Designed and implemented an automated document verification and onboarding workflow.
3x
Onboarding volume handled
4 weeks
Backlog cleared
60%
Manual review reduced
A growing client base was outpacing the operations team's ability to manually process onboarding documents, creating a multi-day backlog.
We built an automated verification workflow with clear escalation paths for edge cases, paired with a short internal training program so the team could manage exceptions confidently.
Onboarding backlog eliminated within the first month, with the team absorbing 3x volume without additional hires.