Business onboarding.
A consistent way to begin.
Give business customers and suppliers a clear way to provide the details your team needs to start a relationship. Keep organisation information, service scope, evidence, and review actions together.
Discuss businessStart with the request.
Shape it for the work.
Use distinct Product Offerings for business onboarding and supplier onboarding. Configure the organisation, key contacts, services, operating details, and declarations needed for each relationship.
- Business onboarding
- Supplier onboarding
Information to collect
Choose the sections and questions that match this offering. These examples can be adjusted for your own process.
- Legal and trading names with business contacts
- Services, products, or supplier categories
- Operating locations and relevant capabilities
- Declarations and relationship-specific details
Ask for evidence.
Keep it connected.
Choose the documents relevant to the selected offering, add custom requirements, and set each item as required or optional. Customers can see what is needed and return to the same application to respond to a correction request.
Document examples are starting points. Your Company decides what to collect and configures access for authorised user types.
Supporting information
- Business registration evidence
- Insurance certificates or relevant licences
- Service descriptions, catalogues, or capability statements
- Other evidence required by your onboarding process
A review path
your team can follow.
Coordinate initial checks across the teams responsible for the relationship. Request an updated document or clarification against the relevant item and keep each permitted action in the application history.
- 01Collect organisation and contact details
- 02Gather service information and evidence
- 03Review the submission with relevant teams
- 04Request corrections or record the outcome
Steps and permissions follow the Workflow configured for each Product Offering.
Your offering.
Your way of working.
Let’s explore how business applications, documents, and review could fit your process.