October 2024Professional firm
A professional services firm
- Challenge
- Client onboarding took weeks and varied by partner, creating inconsistent service and heavy administrative load.
- Approach
- We ran a diagnostic sprint with stakeholder interviews, redesigned the core processes, and supported the rollout with documentation and training.
- Outcome
- Onboarding became a consistent, documented process that new joiners can follow from day one.
53%
Shorter onboarding cycle
7
Core processes redesigned



