How SaaS companies can ramp up growth with better customer data onboarding
What's in this webinar?
For SaaS companies, a big chunk of onboarding costs and time come from development and integration tasks, often lasting weeks or even months for every client.
In this session we look at how you can significantly cut the costs and development time needed to get a new client and their data onto your platform or service.
Chapter 1: Client data onboarding (1:00)
While getting customers onto your platform is an essential step to success, getting their data in is quite often overlooked and treated as a necessary nuisance rather than a key step.
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Chapter 2: Onboarding costs vs growth (4:30)
You have two options - scale the onboarding team up to get more work done, or adopt a smarter way of working so that you can onboard way more customers with the same or even a smaller team.
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Chapter 3: What makes customer data onboarding difficult in the first place? (5:20)
A combination of technical challenges, with each client being different and using different technology, sources and formats; and evolutionary reasons - you're likely not a company focused on moving data, hence additional resources are typically needed.
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Chapter 4: Improving data onboarding (9:45)
The metrics that matter the most: speed, completeness of the data, its quality and trustworthiness, control and finally the emotional satisfaction of the client with the process.
Read more: Faster data onboarding with CloverDX
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Chapter 5: What the data ingestion pipeline looks like (11:45)
In its simplest form, the data ingestion pipeline is: Ingest (connect), Validate and Load into target. We'll look at expanding this to a fully automated and flexible pipeline later.
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Chapter 6: Accept clients' data format or impose our own? (12:27)
The more lenient you can be in terms of what you accept from the client, the easier conversations you'll have with them (and win points over competition)
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Chapter 7: How to get to the level of flexibility needed for easy data onboarding (14:18)
There are additional steps in a flexible, automated data ingestion pipeline.
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Chapter 8: Stage 1 - Reading (17:40)
The Read stage in data ingestion is the hardest one to automate, presenting potentially the biggest bottleneck in your implementation.
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Chapter 9: Reading - areas for improvement (21:38)
Swift, accurate and complete reporting of errors is something that makes it or breaks it with clients. Do not underestimate the power of effectively communicating errors in the data.
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Chapter 10: Stage 2 - Data mapping (25:35)
Once you've gained access to the data, mapping is the second most important activity because it heavily involves the client.
The way of working with the client, and how much you allow them to be active in the process, impacts their level of satisfaction and in turn the speed of delivery of the project.
Read more on data mapping with CloverDX
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Chapter 11: Stage 3 - Validation (30:48)
While extremely important, we're entering a territory fully under your control. Once you've mapped the data into your format, validation is something that can be blueprinted and easily reused from client to client.
Read more: Data validation with CloverDX
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Chapter 12: Stage 4 - Writing (34:11)
Another area fully under your control. You're now operating with data that's in your format and valid, and putting it into the target or stage is simple - that allows you to show final data to clients quickly, giving you the ability to iterate fast too.
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Chapter 13: Why automate data ingestion? (37:34)
Automation, flexibility and blueprints give you the ultimate basis for increasing process efficiency, shortening project delivery times, improving data quality, and establishing a more predictable process - all leading towards more (and happier) customers.
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Chapter 14: Introduction to CloverDX (40:50)
The CloverDX Data Management Platform is a great tool for automating data processes, creating frameworks and templates that you can easily customize per client, and achieve the reduction of project times while keeping the flexibility to cope with differences among clients.
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Chapter 15: Case studies of CloverDX helping clients with optimizing data ingestion (43:08)
How clients went from having anxiety approaching conversations with potential clients, to being at ease and even gaining a competitive advantage through their now-optimized data ingestion tooling and process.
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How faster data onboarding fuels customer acquisition and growth
Manual customer data onboarding is slow, causing backlogs and straining relationships with your newest customers.
Automating your data ingestion and onboarding means recognizing value faster - for you and your customers.
This ebook shows you how you can automate the four key stages of a data ingestion pipeline.
