Case Study: Taylor Corporation streamlines customer onboarding with OnRamp

How Taylor Streamlined Customer Onboarding to Prepare for Scale

Taylor Corporation, one of the largest privately owned companies in the country, needed a better way to manage complex onboarding for its new Taylor OnDemand offering. Before working with OnRamp, the team relied on spreadsheets, forms, and emails, which made onboarding slow, error-prone, and difficult to scale as they began bringing on multiple seven-figure customers each month.

Taylor implemented OnRamp’s customer onboarding platform, using task dependencies, a customer-facing portal, enhanced reporting, and process automation to streamline both internal work and the customer experience. With OnRamp, Taylor gained a single view of onboarding status and metrics, reduced manual task overload, and created a simpler, faster onboarding experience that improved satisfaction and adoption, though the case study does not provide specific numerical results.

Taylor Corporation

Nicole Arevalo

Director of Information Technology