Product Request & Customer Onboarding Automation

Eliminate manual processes & accelerate growth.

The Challenge

Inefficient handling of product requests and customer onboarding introduces delays, errors, and operational bottlenecks. Every new product request follows a manual, repetitive cycle that drains resources and impacts customer experience.

1. Manual Request Management:
Sales teams forward product requests individually, increasing the risk of missing information.
2. Spreadsheet Dependencies:
SKUs are manually set up in spreadsheets because ERP systems lack complete data capture.
3. Delayed Finance Processing:
Finance teams wait for corrected SKU and customer data before initiating pricing and approvals.
4. Operational Inefficiencies:
Missing fields and repeated corrections create fire drills, slowing onboarding and quote cycles.
5. Customer Dissatisfaction:
Slow onboarding and delayed quotes reduce client confidence and satisfaction.

Our Solution

AutoOps (by SupplyOnyx) automates the end-to-end product request and onboarding workflow, integrating catalog management, SKU generation, customer record creation, and pricing initiation. By centralizing data and automating approvals, AutoOps reduces errors, accelerates onboarding, and enhances the overall customer experience.

01
Automated Customer-Specific SKU Generation

SKUs are created automatically with attributes synchronized across ERP, CRM, and finance systems.

02
Centralized Product Catalogs

Ensures sales teams and customers always access the most current and accurate SKUs.

03
Automated Pricing Workflows

Requests are routed with full context for finance approval, enabling instant pricing initiation.

04
End-to-End Workflow Automation

From catalog selection to customer record creation, SKU setup, and quote-to-cash initiation, the entire process is streamlined.

05
Error-Free Setup

Automated workflows eliminate the risk of missing fields, manual errors, and duplicate entries.

06
Full Audit Trail & Compliance

Maintains a complete record of SKU creation, customer onboarding, and approval steps for governance.

Expected Outcome

Implementing AutoOps for product requests and onboarding delivers measurable improvements:

70%-80%
Faster Customer Onboarding reduce setup time and accelerate revenue generation.
2-3
Weaks Shorter Qoote-to-Cash Cycle streamline approvals and order processing.
✔️
Enhanced Customer Experience through faster quotes, fewer errors, and smoother product launches.
100%
Accuracy in Customer & SKU Setup to eliminate spreadsheets and manual data entry.
20+
Operational Hours Saved per OnboardingFree teams to focus on strategic initiatives.

From product request to go-live—fully automated.

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