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Workflow · Customer

Customer Onboarding

Contract, banking, records, and kickoff before management transition begins.

Avg cycle / SLA
16.2d / 21d

Steps

Owner, due date, automation, approval rule, and required evidence.

  1. 1
    Execute management agreement
    Legal · due in 7 days
    Evidence required · Signed agreement
  2. 2
    Open trust accounts
    Finance · due in 5 days
    Evidence required · Bank confirmation
  3. 3
    Verify insurance
    Risk · due in 3 days
    Expiration extraction
  4. 4
    Import owner records
    Implementation · due in 7 days
  5. 5
    Kickoff meeting
    Customer Success · due in 3 days
    Evidence required · Minutes
  6. 6
    Executive approval Approval
    COO · due in 1 day

Active runs

1 records currently in this workflow

Performance

Active runs9
Blocked0
Average cycle16.2 days
Target SLA21 days
Steps6
Approvals1

Detected bottleneck

Owner record import (data quality)

Alfred watches every run of this workflow and flags stalled steps, missing evidence, and approvals past SLA. It never changes a requirement status on its own.