Customer Workbooks is a dynamic customer onboarding interface for collecting detailed service configuration data during new customer delivery at Expedient. It replaced fragmented email chains with a structured, trackable intake workflow.
Recognition
This project won an EXPY Award in 2015, Expedient’s internal award recognizing impactful employee contributions.
Key Features
- Structured data collection for new customer onboarding
- Replaced fragmented email-based intake process
- Trackable workflow with clear status visibility
- Integrated with the delivery pipeline