Case Study: KnowBe4 streamlines workflow automation with onPhase

KnowBe4 streamlines workflow across 5 departments with onPhase

KnowBe4, a large provider of security awareness training, faced significant operational challenges due to its rapid hypergrowth. Its manual, paper-based system for processing orders was inefficient, lacked integration and tracking, and was vulnerable to natural disasters. To achieve greater productivity and resilience, KnowBe4 sought a solution and partnered with onPhase for its process automation and cloud hosting services.

onPhase implemented its AI-powered workflow automation platform, hosted on AWS, to digitize and streamline KnowBe4's processes. The solution centralized document storage, integrated with NetSuite and Salesforce, and automated workflows with business rules. This eliminated manual data entry, paper use, and the need for dedicated maintenance hardware. As a result, onPhase provided company-wide visibility, removed process bottlenecks, and created a scalable system that supports KnowBe4's continued expansion.

KnowBe4