B2BE’s Customer On-boarding solution helps organizations maximize the value of their Order to Cash (O2C) automation by efficiently integrating customers into electronic trading environments. Whether through self-service access to the O2C portal or managed EDI rollouts, B2BE provides flexible options to suit varying customer capabilities and trading preferences. The solution is designed to simplify the complexities of customer integration, including document format variations, connectivity methods, and trading standards. It supports organizations with broad customer bases and diverse product offerings, enabling tailored on-boarding workflows that align with specific trading circumstances.

Features

• Order to Cash Portal Access: Customers can be set up with access to the portal for full visibility of documents and collaboration tools.
• B2BE-Assisted On-boarding: B2BE manages customer integration, including portal access, EDI setup, and testing.
• Flexible Involvement: B2BE’s support can range from minimal assistance to full management of the on-boarding process.
• Reporting Tools: Track the number of customers on-boarded and their trading methods.
• Dashboard & Dashlets: Visual snapshots of customer on-boarding by document type and volume.

Benefits

• Accelerated Electronic Trading: Enables faster transition to digital processes across the customer base.
• Reduced Internal Burden: Outsources complex on-boarding tasks to B2BE’s experienced team.
• Improved Collaboration: Portal access enhances transparency and communication with customers.
• Scalable Integration: Supports diverse customer needs, from off-the-shelf to made-to-order products.
• Enhanced Visibility: Dashboards and reports provide real-time insights into on-boarding progress.
• Customizable Approach: Adapts to specific trading scenarios and customer capabilities.