In business sales discussions, companies often need to request and verify legal documents and information from clients. Understanding who your customers are and what they do isn’t just a best practice—it’s a necessity, especially in highly regulated industries. Compliance aside, a well-structured onboarding process also enables businesses to personalize products and services for specific customer segments, leading to stronger relationships and better outcomes.

The Challenge of Manual Onboarding in B2B

For many B2B companies, onboarding remains a slow and manual process—even for tech-driven businesses like payment gateways, third-party developers, and HRIS providers. Typically handled by sales or business development teams, this process involves multiple touch points, document requests, and lengthy back-and-forth communication.

Manual onboarding can take anywhere from one to three months. Business development teams need time to collect and verify documents, while customers often face internal bureaucratic delays, requiring an additional one to four weeks. Miscommunications and missing information can further prolong the process, frustrating both sides and slowing down business growth.

The Power of Digital Onboarding

This is where digital onboarding changes the game. By digitizing the process through a website, mobile app, or desktop application, businesses can streamline document submission and verification. A seamless digital onboarding experience allows customers to complete the process at their own pace, eliminating bottlenecks caused by approval delays, legal notices, or power of attorney requirements.

The Benefits of Digital Onboarding

Switching from manual to digital onboarding unlocks numerous benefits:

1. Faster Processing – What once took months can now be completed in as little as 1 to 7 days. Some payment providers in Indonesia have even achieved a record 3-hour onboarding process.
2. More Time for Sales & Growth – Instead of spending weeks on paperwork, sales, business development, and partnership teams can focus on building new relationships and driving revenue.
3. Automated Legal Agreements – With an integrated digital onboarding system, teams can input pricing details and approvals, automatically generating draft agreements, final contracts, and invoices—eliminating the need for manual document creation.
4. Reduced Operational Load – Automating onboarding minimizes administrative work, enabling teams to concentrate on strategic initiatives that drive long-term business success.

The Future of Onboarding is Digital

These are just a few ways digital onboarding can revolutionize your business. At ravn.co.id, we help companies transition to digital solutions that enhance efficiency and customer experience.

If you're interested in learning more about digitalization and product development, let us know what topics you'd like us to cover in the comment section. You can asses yourself or your organization on how much you need digital onboarding on your company, fill out our assessment form and we will send the result D+3 tops—we’d be happy to help you solve this challenge and accelerate your growth.