Customer onboarding workflow with resource sharing

Purpose

1.1. Streamline the onboarding of aerospace manufacturing customers, ensuring secure document/resource sharing, compliance verification, training dissemination, and rapid provisioning of access to technical and support teams.
1.2. Automate contract signing, NDA processing, and distribution of onboarding packs, reducing manual overhead and risk of human error.
1.3. Ensure all steps are tracked and auditable, especially for sensitive data, industry protocols, and quality standards adherence.

Trigger Conditions

2.1. Receipt of executed customer agreement or NDA.
2.2. Submission of onboarding form on corporate portal or CRM.
2.3. Manual trigger by account manager for high-touch accounts.

Platform Variants

3.1. DocuSign
• Feature/Setting: Envelope Creation & Webhook — Automate sending and signing of contracts; configure Connect webhook for status updates.
3.2. Salesforce
• Feature/Setting: Process Builder — Trigger onboarding flows upon new Account status; integrate with Case creation APIs for support.
3.3. AWS S3
• Feature/Setting: Pre-signed URL API — Generate secure, expiring resource sharing links; monitor access via CloudTrail.
3.4. Microsoft SharePoint
• Feature/Setting: Document Library API — Provision private folder for each account; automate permission assignments via Microsoft Graph.
3.5. Okta
• Feature/Setting: Workflow Automation — Provision user access and group assignment for new customers; SCIM API.
3.6. Google Workspace
• Feature/Setting: Shared Drive API — Create shared folders, invite customer domains, enforce DLP restrictions.
3.7. Zendesk
• Feature/Setting: Ticket API — Create onboarding support tickets automatically when onboarding starts.
3.8. Box
• Feature/Setting: Collaboration API — Provision folder, invite external collaborators, set expiration dates.
3.9. Twilio
• Feature/Setting: Messaging API — Send SMS notifications at each onboarding phase; sample: notify “Welcome pack ready”.
3.10. Slack
• Feature/Setting: Workflow Builder & API — Auto-create shared channels; trigger onboarding checklists via slash commands.
3.11. Atlassian Jira
• Feature/Setting: Automation Rules — Create onboarding issues for internal teams, assign tasks.
3.12. HubSpot
• Feature/Setting: Workflows — Enroll new companies in onboarding sequence, automated email touchpoints.
3.13. Monday.com
• Feature/Setting: Automations — Onboard new customers as pulse items, initiate onboarding task workflows.
3.14. ServiceNow
• Feature/Setting: Flow Designer — Create onboarding requests, provision access requests, audit trail tracking.
3.15. Google Drive
• Feature/Setting: File Share API — Automate folder creation and sharing with customer emails.
3.16. Dropbox Business
• Feature/Setting: Team API — Create unique onboarding folders and manage permissions.
3.17. Adobe Sign
• Feature/Setting: MegaSign API — Send onboarding documents for multi-customer signature.
3.18. SAP SuccessFactors
• Feature/Setting: Onboarding Events — Trigger training/knowledgebase provisioning upon new customer creation.
3.19. Asana
• Feature/Setting: Rules/Integration — Create onboarding project templates, auto-populate tasks for each new customer.
3.20. Microsoft Teams
• Feature/Setting: Graph API — Auto-create private channels for new accounts; assign appropriate permissions.
3.21. Freshdesk
• Feature/Setting: Onboarding Tickets API — Launch onboarding support ticket for each new contract.
3.22. OneDrive
• Feature/Setting: Sharing API — Automate document pack uploads, share links with expiry.

Benefits

4.1. Accelerates onboarding time, reducing manual bottlenecks and errors.
4.2. Ensures secure and compliant resource distribution aligned to aerospace standards.
4.3. Improves visibility and accountability through audit trails and reporting.
4.4. Enhances customer experience with real-time communication and fast access to resources.
4.5. Scales efficiently to handle multiple customers and fluctuating onboarding demand.