Onboard customers faster without wasting expensive developers’ time

Getting customer data into your platform can take weeks, or even months. It leads to frustration, delays in getting customers up and running, and bottlenecks your company growth.

With CloverDX you can change the game. Instead of forcing customers to make their data fit your spec, take whatever data they have, in whatever format they have it, and automatically validate it and transform it however you need.

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The CloverDX Data Management Platform

CloverDX is a data movement, transformation and automation software platform designed for solving complex data problems with ease. Design, automate, operate and publish your data pipelines at scale, in one centralized platform for more efficiency, more control and more transparency.

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Client data onboarding

While getting customers onto your platform is a quintessential step to success, getting their data in is quite often overlooked and treated as a necessary nuisance rather than a key step.

Case study: Hassle-free ingestion of client data
"When I go in and I speak to a prospective customer, I don't ever worry about data. I did before. The question was always ‘Where's your data? What does it look like? What format is it? How much are we talking?’

And what CloverDX really allowed us to do is go in and say ‘It doesn't matter how you're giving us this stuff, we're just going to stitch it all together."


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Improving data onboarding

It's important to track metrics so you can monitor your data ingestion. Speed, completeness of data, its quality and trustworthiness, control, and finally the emotional satisfaction of your clients with the process - these are the metrics that matter most. 

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Accept the clients' data format or impose your own?

“We want customers to follow our spec, but we know a lot of them won’t. How do we find a middle ground? We want something hassle-free for them to use.”
How better data onboarding can help your SaaS business scale better

The more lenient you can be in terms of what you accept from your clients, the easier conversations you'll have with them (and the more points you win over your competition).

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Data mapping

Once you've gained access to the data, mapping is the second most important activity because it heavily involves the client.

By making it easy for your clients to be active in the mapping process, you make them happier with the process, and also you get faster delivery of the project. 

What does a data ingestion framework look like?

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Reporting to your clients

Swift, accurate and complete reporting of errors is something that makes it or breaks it with clients.

Don't underestimate the power of effectively communicating errors in the data, and letting your clients know how they can help fix problems.

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Why should you automate data ingestion?

The more you can automate, the more clients you can onboard, and the more you can grow your business (without having to hire more people to handle data ingestion).

Data gets into the platform faster, the data quality is better, and you can spend more time on providing extra value to your clients. 

Automate your data ingestion process

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Faster data onboarding with CloverDX, with no extra work for your clients

With CloverDX you can automate your data ingestion process to handle any data formats, deal with any errors, and enable your less-technical teams to do more of the work themselves.

  • Connect to any data source (on-premise or cloud) and accept incoming data in any format
  • Transform data to the format you need automatically, so that:
    • Your clients don’t need spend time making their data conform to your standards
    • You don’t need expensive developers for every project
    • Your consultants don’t need to waste time massaging data

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illustration-designer

 

Russ Ronchi Formula 3 headshot
What CloverDX really allowed us to do is go in and say to our customers ‘It doesn’t matter how you’re giving us this stuff, we’re just going to stitch it all together.'
Russ Ronchi, Formula 3 Group

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