Client Onboarding Offboarding

Client Onboarding & Off-boarding is a comprehensive application designed to help organizations manage the complete client lifecycle from initial onboarding to successful off-boarding through a centralized platform. The application can be accessed through SharePoint and Microsoft Teams.

The application brings client lifecycle activities into a centralized SharePoint experience that can also be accessed through Microsoft Teams. Users can manage client information, track onboarding progress, handle approvals, manage support requests, and coordinate off-boarding activities without relying on disconnected processes.

Provides a centralized overview of onboarding progress, active clients, pending approvals, and system activities, with quick access to application modules.

Helps users initiate and manage new client onboarding through a structured, step-by-step workflow.

New client registration

Agreement and contract upload

KYC and compliance document upload

Requirement collection

Account setup and configuration

Step-by-step onboarding progress tracking

Provides a centralized repository for active client information, enabling teams to monitor and manage client relationships efficiently.

Provides a structured client exit process covering approvals, data export, access revocation, billing settlement, and exit feedback.

Provides insights into onboarding completion, pending approvals, client activity, and growth trends, with reporting and export capabilities.

Enables users to raise, monitor, and track client-related support tickets from a centralized location.

Provides administrative controls for role-based access, theme settings, workflow configuration, and notifications.

Reduces manual and disconnected client onboarding activities.

Improves visibility into onboarding and off-boarding progress.

Helps teams organize client documents, requirements, approvals, and activities.

Provides a structured approach to client off-boarding.

Improves coordination across teams through SharePoint and Microsoft Teams.

Centralized Client Management:

Manage the client lifecycle from onboarding to off-boarding in one platform.

Improved Visibility:

Track progress, approvals, active clients, support requests, and activities from a centralized dashboard.

Structured & Efficient Processes:

Standardize onboarding and off-boarding workflows to improve productivity and operational consistency.

The application can be accessed through SharePoint and Microsoft Teams. Users must have appropriate permissions to access the SharePoint site and application features. Certain features may require access to Microsoft 365 services and organizational data based on the permissions configured by the organization's administrator.

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