Customer Onboarding Portal - BRD

Executive Summary

The Customer Onboarding Portal project aims to streamline the customer acquisition process by creating a unified, self-service platform that reduces onboarding time by 60% and improves customer satisfaction scores. This initiative addresses critical pain points identified through stakeholder interviews and data analysis, including fragmented communication channels, manual data entry requirements, and inconsistent user experiences across touchpoints.

The proposed solution integrates authentication systems, document processing capabilities, and real-time progress tracking to deliver a seamless onboarding experience. Key stakeholders including Product, Engineering, and Customer Success teams have aligned on the strategic importance of this initiative for Q1 2024 delivery.