Complete Onboarding and Authentication on One Platform

Introducing OnboardX New Dashboard

Table of Contents

Good news! OnboardX dashboards get a facelift!!

Introducing OnboardX’s New Dashboard which is designed to empower existing and new clients with end-to-end visibility and unparalleled insight into their onboarding processes. With enhanced visibility, streamlined roles, customised filters, approval TAT workflows, state-wise third-party bifurcation, and approval status tracking, the new dashboard of OnboardX offers a comprehensive solution to optimise onboarding efficiency and minimise disruptions.

Let’s delve into the key features and benefits of this exciting update, revolutionizing the way clients manage their onboarding journey.

Enhanced Visibility

With the introduction of the new dashboard, clients now gain a comprehensive overview of the onboarding status of the third parties to get visibility into different stages such as 

  • pending submissions
  • work in progress
  • pending approvals 
  • signatures
  • ERP sync
  • completed cases
OBX Dashboard

This transparency in the onboarding funnel allows clients to identify bottlenecks and potential delays, enabling them to take proactive measures to resolve issues and expedite the onboarding process. With a clearer understanding of their onboarding journey, clients can minimize disruptions and ensure a seamless experience for all stakeholders involved.

Streamlined Roles

The new dashboard introduces two distinct roles – 

  • User and 
  • User+Approval.

This clarity in roles streamlines collaboration and decision-making, reducing friction and expediting the onboarding process. Now the roles can be assigned as per the tasks and it can be decided as to what role each member can assess the platform so that each member can carry out tasks more efficiently and productively.

Customised Filters

With custom filters in the new dashboard, clients now have the flexibility to personalise their onboarding experiences based on factors such as approval requirements, case status, User category, Business line category,  package specifications etc. This customisation empowers clients to track cases based on designed workflows that align with their unique business requirements, resulting in more efficient and tailored onboarding processes.

Onboarding TAT Tracking

Now with case TAT workflow, clients can easily track at what stage delays are occurring and why. TAT tracking is supported for Overall onboarding, Time taken by third party to submit details and time taken by internal approvers to review details. The new dashboard addresses this challenge by providing insights into approval turnaround times (TAT) and identifying pending approvals. Clients can now pinpoint bottlenecks in the multiple approval workflows and take corrective actions and ensure timely approvals.

State-wise Third-Party Bifurcation

Understanding the geographical distribution of onboarded third parties is crucial for clients to make informed decisions and allocate resources effectively. Now with the new dashboard, clients will gain the visibility to get insights into third-party locations. State-wise bifurcation in the new dashboard will enable clients to gain valuable geographical insights and also give a bird’s eye view to identify trends, opportunities, and potential areas for expansion, empowering them to make data-driven decisions that drive business growth.

Ageing Analysis

Clients now can analyse data and cases based on time status details. In addition, clients can now track month-on-month statistics for case and form completion, as well as case approvals, to gain invaluable insights into case progression and delayed stages.

Approval Status Tracking

Tracking the status of approvals is essential for clients to monitor the progress of their onboarding processes and identify any issues that may arise. Earlier there were limited tracking capabilities, making it difficult for clients to stay updated on approval statuses in real-time. The new dashboard addresses this limitation by offering comprehensive tracking of approval statuses, including approved, rejected, and referred back cases. This enhanced visibility enables clients to stay informed about the status of each case and take immediate action when necessary, ensuring a smoother and more efficient onboarding experience.

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The most noteworthy aspects of our collaboration has been the ability to seamlessly onboard partners from all corners of India, for which our TAT has been reduced from multiple weeks to a few hours now.

- Mr. Satyasiva Sundar Ruutray
Vice President, F&A Commercial,

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