A2Z knew that the new partnership would require them to rapidly scale operations and partnerships with dealers across the United States. A2Z faced inefficiencies in their onboarding process that would inhibit growth at the scale necessary to support the partnership. Without a scalable solution, A2Z was unable to onboard dealerships effectively due to:
- Lack of strategic focus on onboarding, piecing together disparate spreadsheets, documents and project management tools reactively.
- Long, drawn out implementations due to lack of clarity, accountability, and customer engagement.
- Challenges maintaining momentum due to lack of real-time visibility into onboarding progress and issues.
Additionally, it was clear to A2Z that they needed to reduce their onboarding time significantly in order to scale effectively and meet the demand of their new partnership. They believed that the best way to do that was through process automation and clearer onboarding journeys for dealer partners. In order to cut time-to-activation down to a place that was scalable and sustainable, they needed to:
- Provide a consistent, repeatable onboarding approach that minimized ad-hoc manual processes for internal teams.
- Guide dealerships through a step-by-step process to keep them engaged.
- Have access to onboarding data that would enable them to create custom views to analyze onboarding optimization.