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March 29, 2024

Partner onboarding and digital contract

Optimizing Partner Onboarding and Revolutionary Digital Contracts

Optimizing Partner Onboarding and Revolutionary Digital Contracts

Intro

‍In the business world, partner onboarding is often a critical point that can determine a company's overall efficiency.

‍Partner onboarding represents a crucial phase for companies that want to establish effective and lasting collaborations with new partners or associates.‍

This process involves welcoming, integrating and training new members, ensuring that they fully understand the company's values, objectives and processes.‍

In the past, this procedure could be complex and susceptible to inefficiency, requiring numerous manual steps and document exchanges.‍

However, thanks to digital innovation, it is possible to optimize this critical phase through solutions such as automated onboarding and the use of digital contracts, simplifying the process and improving the overall efficiency of the business process.‍

How to optimize partner onboarding?

‍At Soraia, we have taken care of optimizing partner onboarding for one of our clients.

‍Before our intervention, the onboarding process for new partners or associates involved numerous steps, which often led to inefficiencies and delays.‍

  • ‍Complex onboarding with multiple manual steps.
  • the partners have filled out and sent back Word documents.
  • Excessive exchange of emails back and forth for changes and signatures.
  • Inconsistent contract filing.

‍‍Soraia's Innovative Solution

Soraia introduced an innovative onboarding solution, using Airtable and Make modules to automate the process. This transformation has eliminated complexity, replacing Word documents with quick-fill digital forms. Contracts are now automatically generated from form inputs, dramatically simplifying the entire process.

‍Tangible Results with Soraia's Guide

  • Time savings: Thanks to the introduction of digital signature, we have saved 80% of the time needed to complete the onboarding.
  • 100% Digital Signature: Now, 100% of contracts are digitally signed, significantly reducing signing times and improving overall efficiency.
  • Increase in Monthly Efficiency: With the new onboarding process led by Soraia, we have seen a 60% increase in monthly onboarding, indicating greater overall efficiency.
  • ‍Streamlining the Process: The entire onboarding process has become more streamlined, eliminating the need for tedious email exchanges and simplifying manual steps.‍

Increased Productivity and Business Competitiveness

With the new onboarding process led by Soraia, we have seen a 60% increase in monthly onboarding, indicating greater overall efficiency.

In conclusion, Soraia's intervention revolutionized their approach to partner onboarding, leading to a faster, more efficient and digitally signature-oriented process. This change has helped to significantly improve business productivity, positioning itself in a unique way in its sector.

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