Scope Document for Client Onboarding Automation Tool

Product Brief

High Level Overview: The Client Onboarding Automation Tool is designed to streamline and automate the onboarding process for new clients. By simplifying document collection, task assignments, and progress tracking, this tool enhances efficiency and provides a better experience for both clients and teams involved in the onboarding process.

Product Information

• The tool will be developed as a web-based solution, accessible from any device.
• Key features will include automated document collection, task assignment workflows, and client communication channels.
• User interface considerations will focus on ease of use, ensuring a smooth onboarding experience for clients and staff.

Users

Name	Description
Onboarding Specialist	Users responsible for managing the onboarding process, collecting documents, and communicating with clients.
New Client	Clients who are going through the onboarding process and need to provide information and documents.

Pages

Name	Description
Dashboard	Central hub for onboarding specialists to manage onboarding tasks and view client statuses.
Client Profile	Page where onboarding specialists can view and edit client information and track progress.
Document Submission	Interface for clients to upload required documents securely.
Task Management	Page for assigning and tracking onboarding tasks for new clients.

High-level Features

Flow	Description	User	Page
Document Collection	Automate the collection of necessary documents from clients.	Onboarding Specialist	Document Submission
Task Assignment	Assign onboarding tasks to team members and monitor progress.	Onboarding Specialist	Task Management
Client Communication	Facilitate communication between onboarding specialists and clients through messaging.	Onboarding Specialist, New Client	Client Profile

Workflows

• Collect necessary documents from clients.
• Assign onboarding tasks to team members.
• Monitor progress of client onboarding.
• Facilitate communication between clients and onboarding specialists.

Other Notes

• The system will integrate with existing CRM platforms for seamless data transfer.
• Security measures will be implemented to protect sensitive client information during the onboarding process.