Case Study: TruePlan cuts onboarding time in half with Accord

TruePlan cut onboarding time in half, delivering value faster to customers with Accord

TruePlan, a next-generation headcount planning platform for large companies, was struggling with a complex and manual customer onboarding process. Before using Accord, the team had to juggle emails, Google Sheets, and multiple stakeholders to coordinate implementations, making it difficult to scale and slowing time to value for customers.

With Accord, TruePlan built a repeatable onboarding playbook and centralized contracts, documents, and implementation steps in one place. The result was a much more streamlined process that helped TruePlan cut onboarding time in half, reducing implementations from about six weeks to roughly three weeks for larger clients while improving internal efficiency and customer experience.

TruePlan

Dan Green

Chief Executive Officer