Onboarding cut from 100+ days to under 80
Redesigned client onboarding for a Fortune 10 healthcare business: 24% faster, 36% happier customers, and revenue recognised weeks sooner on every new client.
- 24%
- faster onboarding
- 36%
- improvement in customer satisfaction
- 20+
- days sooner to revenue recognition per client
The problem
At the largest business unit of a Fortune 10 healthcare client, onboarding took more than 100 days. Every day of delay pushed back revenue recognition and tested new customers' patience.
Who it was for
The onboarding teams who ran the process daily, the new clients living through it, and the unit's leadership who owned the result.
My role
Consultant leading the onboarding overhaul at the client's largest business unit. The redesign lived or died on adoption. Managing stakeholders was as much the job as the process work, from the sceptical operators to the leadership who owned the result.
Process
- Mapped the existing 100+ day process end to end to find where the time actually went, and which pieces were realistic to change.
- Chose a single subprocess as the starting point, a deliberate balance of impact and speed rather than the longest stretch of cycle time.
- Redesigned that subprocess around what the mapping showed, cutting the steps that added days without adding confidence.
- Worked the operators' objections into the design as it took shape, so the people running the process daily had shaped it before go-live.
- Kept the unit's leadership close throughout, so scope and trade-off decisions were made with them rather than presented to them.
Key decisions
- Map before changing anything.The redesign had to attack where the time actually went, not where people assumed it went. The mapping made the case for every change that followed.
- Start with the highest-leverage subprocess, not the longest.The longest stretch of cycle time was not the best first move. The subprocess we picked offered the strongest balance of impact and speed, and an early, visible win bought the trust the rest of the redesign needed.
- Treat stakeholder resistance as design input, not an obstacle.The people running onboarding daily knew where the redesign would break. Working their objections into the process turned the sceptics into the ones defending it.
The result
Onboarding dropped from 100+ days to under 80: 24% faster, with customer satisfaction up 36% and revenue recognised more than three weeks sooner on every new client.
What I learned
This is the project where I learned the most about stakeholder management. Most of the adoption and resistance stories I still draw on come from this work. A redesign is only as good as the people who agree to run it.