Flowla
15 Case Studies
A Flowla Case Study
Boardwise, a board governance software company, faced challenges with their email-based customer onboarding process as they grew. Their manual system led to lost context, excessive call time, and a lack of visibility for both customers and their team. They implemented Flowla to bring structure and automation to their onboarding.
By using Flowla's project rooms, Boardwise embedded step-by-step learning videos and automated reminders into each customer's onboarding journey. This solution reduced call time per customer by 63%, saving 3.5 hours per onboarding. Customers gained self-service capabilities while the CSM team achieved full visibility across all accounts and could focus on higher-value relationships.