How can onboarding as a service improve customer experience?

How can onboarding as a service improve customer experience?

Onboarding new software is traditionally a cumbersome process for organizations. It often requires massive amounts of manual work to migrate data, configure complex integrations, and train users.

 Some of the biggest challenges include:

  • Time-Consuming Setup: Tech teams spend significant time and effort setting up new software. Between data migration, integration development, and testing, it can take weeks or months to fully onboard. This delays realizing the benefits of the new solution.
  • Manual Data Migration: Importing data from legacy systems is typically done manually. Teams export data, transform it into the right format and import it. For large data sets, this is extremely labor intensive. Data mapping and transformation are often complex as well.
  • Complex Integrations: To work seamlessly, new software usually needs to integrate with other key systems like CRM, ERP, e-commerce, and more. IT teams have to develop and maintain custom integrations which adds costs, risks, and time.
  • Poor User Experience: For end users, adapting to a new interface and workflow often involves a steep learning curve. Without proper training and support, users struggle to use the software effectively, leading to frustration and reduced adoption.

The upfront burden of migrating data, building integrations, and training users ultimately hampers the adoption of new solutions. Organizations don’t realize ROI as quickly and users suffer through a subpar onboarding experience. There is a need for a better approach.

How Onboarding as a Service Works

Onboarding as a Service (OaaS) takes the pain out of adopting and rolling out new software by managing key aspects of the onboarding process for you. Rather than your team spending weeks or months migrating data, integrating apps, and training users, OaaS providers handle it seamlessly behind the scenes.

OaaS typically includes:

  • Automated data migration – Historical data like customer records, product catalogs, and sales histories are migrated quickly and seamlessly to the new system. You don’t have to worry about manually exporting, transforming, and uploading data.
  • Integrations set up – OaaS providers will integrate the new software with your existing apps and data sources. API connections, single sign-on, and moving data between systems happen automatically.
  • Training and support – Dedicated onboarding specialists will provide training resources and over-the-shoulder support for your users. They’ll ensure everyone gets up to speed quickly on the new software.
  • Focus on user experience – The onboarding is designed around easing the transition for your users. The goal is to quickly get them productive, satisfied, and capable with the new tools.

By removing the adoption barriers and complexity of managing multiple apps and data sources, OaaS enables businesses to get the most value out of new software investments.

Benefits for Businesses

With Onboarding as a Service, businesses can fast-track deployment and adoption. Rather than managing complicated migrations in-house, you can rely on experts to seamlessly transition data, users, and processes.

Key benefits for businesses include:

  • Faster deployment – Start using new software in days or weeks rather than months. Avoid getting bogged down in lengthy setup and configuration.
  • Smoother transitions – Migrate all historical data, integrate with existing systems, and ensure continuity for users. Minimize business disruption during software changes.
  • Increased adoption – Get users up to speed quickly with training and support resources. Drive engagement with the new solution through the critical ramp-up period.
  • Improved productivity – Enable users to be productive from day one rather than losing time learning and struggling with new software. Accelerate time-to-value for the business.

With a streamlined, turnkey onboarding experience, enterprises can be nimble in adopting the latest solutions. Onboarding as a service paves the way for realizing the full benefits of new technologies.

Benefits for Users

When onboarding new software, your users should have an intuitive experience with minimal disruptions to their daily workflow. Onboarding-as-a-Service enables a quick ramp-up by providing dedicated support and resources for your users every step of the way.

Rather than leaving users to figure things out on their own, Onboarding-as-a-Service provides:

  • A seamless transition of data and workflows from legacy systems to minimize business disruptions
  • Intuitive interfaces and workflows designed for ease of use from day one
  • Quick ramp-up with access to training materials, webinars, and tip sheets tailored to different user profiles
  • Ongoing support with in-app messaging, chat, and phone support to immediately resolve any user issues

By focusing on the end-user experience during onboarding, businesses can increase user adoption and productivity. Onboarding-as-a-service ensures your users are supported with the resources they need to get up to speed quickly on new software.

Increased Agility and Adoption

With Onboarding as a Service, businesses can try new tools and switch between applications easily, without migration headaches.

The traditional software onboarding process often involves time-consuming and error-prone data migration projects. Whether transitioning from legacy systems or adopting new SaaS applications, IT teams had to spend weeks or months managing complex integrations.

With Onboarding as a Service, that changes completely. Companies can spin up new apps in days or hours, with zero migration. Historical data is ported over automatically via integrations, so users can get right to work in the new system without missing a beat.

Rather than prolonged downtime and manual migrations, onboarding is now seamless and frustration-free. 

Enhanced Customer Experience

Onboarding as a service allows software providers to offer an enhanced customer experience by removing many of the friction points associated with adopting new technology. By handling migration of historical data, integration with existing systems, and ongoing education and support, onboarding services create a much more frictionless experience for end users.

By focusing on the entire user lifecycle, from initial deployment to ongoing education and support, onboarding as a service ensures users can realize the benefits of new innovations much faster, with less disruption. The result is an improved customer experience and faster returns on technology investments.

LINK’s Onboarding as a Service

LINK’s Onboarding as a Service provides a comprehensive solution for onboarding customers to new software platforms. By handling every aspect of the transition, LINK enables businesses to deliver an exceptional user experience.

Key features include:

  • Automated data migration – LINK seamlessly transfers your historical data like customer profiles, sales records, and product catalogs to the new system. There’s no manual exporting or importing required.
  • Pre-built integrations – LINK has established connectors to the most popular business apps and databases. You can integrate new software with your existing systems right out of the gate.
  • Dedicated admins – LINK’s onboarding experts become an extension of your team. They configure the software based on your needs, import data, and provide hands-on training.
  • Ongoing training – LINK conducts live onboarding sessions so users can master the new platform. Support is available 24/7 by phone, email, and chat.

With LINK handling the heavy lifting of software transitions, you can focus on your business while delivering a smooth, frustration-free onboarding experience. Get in touch today to learn more about automating your customer onboarding.

Case Study: Intuit


A major e-commerce platform, known as the largest in the world, faced a significant challenge when Intuit announced the discontinuation of support for its legacy QuickBooks Desktop Point of Sale system. This change threatened to disrupt the onboarding process for new merchants, potentially leading to increased activation times and operational complications.


The primary challenge was to replace the outdated QuickBooks Desktop POS with a more efficient system without increasing the onboarding time for new users. The e-commerce platform required a solution that would seamlessly integrate with their existing infrastructure and expedite the merchant activation process.


The e-commerce platform turned to LINK, known for its expertise in integrating business applications, to develop a robust solution. LINK leveraged its experience in app integrations to create a streamlined onboarding process.

Key steps in the solution included:

  • Analysis of Existing System: LINK conducted a thorough analysis of the e-commerce platform’s existing onboarding process and identified key areas for improvement.
  • Custom Integration Solution: Using its expertise in various business applications, LINK developed a custom integration solution that replaced the legacy QuickBooks system.
  • Streamlining Onboarding: The new solution provided a more straightforward and efficient onboarding pathway for merchants, significantly reducing the time and effort required.
  • Eliminating Internal Efforts: By directing merchants through LINK’s integrated system, the e-commerce platform could reduce its internal onboarding efforts for specific operational challenges.


This collaboration led to impressive outcomes:

  • 20% Reduction in Activation Times: The new user activation time was reduced by 20%, significantly improving the onboarding experience for new merchants.
  • Enhanced Operational Efficiency: The integration eliminated the need for the client’s internal onboarding efforts, freeing up resources for other strategic initiatives.
  • Scalable Solution: The implemented solution was scalable, ensuring that the e-commerce platform could efficiently handle an increasing number of merchants.


The case of this e-commerce platform and LINK illustrates the transformative impact of effective app integration and streamlined business processes. By leveraging LINK’s expertise, the e-commerce platform not only overcame the challenges posed by the discontinuation of QuickBooks Desktop POS but also enhanced its operational efficiency and merchant satisfaction

The future has never looked more integrated!

Are you ready to transform your customer onboarding process? LINK  offers a seamless Onboarding as a Service solution that automates data migration, app integration, and dedicated support so you can remove adoption barriers and complexity.

Simplify your onboarding and equip your business for growth and flexibility with LINK.

Next Steps:

Get started with an onboarding Demo consultation today!

LINK founder and CEO Sriram Subramanian joins Forbes Technology Council

LINK founder and CEO Sriram Subramanian joins Forbes Technology Council

LINK Founder and CEO, Sriram Subramanian, has been selected as a member of the prestigious Forbes Technology Council,  a vetted professional networking community for leading CIOs, CTOs and senior technology executives. 

With his expertise in driving innovation and transforming businesses, Sriram’s inclusion in the Forbes Technology Council is a testament to his pioneering spirit and unwavering commitment to excellence.

Review Sriram’s profile and content contributions on the Forbes Technology Council site. 

Link hires new advisor – CFO

Link hires new advisor – CFO

LINK welcomes experienced CFO Mike Armsby to its Advisory Board; team expands globally LINK, the integration as a service provider operating within the Restaurants and Retail sector, formerly known as ShoppinPal has announced the appointment of experienced CFO Mike Armsby to its Advisory Board.

Mike is seasoned in guiding technology companies to new heights. A Harvard Business School alumnus, Mike has held CFO positions at five high-impact technology firms over the last twenty years, demonstrating his ability to spearhead growth and secure financing to scale operations significantly. His tenure as CFO of Yodlee stands out as a highlight, during which he steered the company through a period of dynamic growth culminating in a successful initial public offering (IPO) and subsequent acquisition by Envestnet. Further cementing his reputation as a leader adept at navigating companies through transformational milestones, Mike served as the CFO of Personal Capital, guiding it through its strategic acquisition by Empower.

“There is an exciting surge in new restaurant and retail apps, which in turn is creating significant challenges for small businesses and app providers in terms of managing the complexity around migrations and integrations. We believe there is an opportunity to offer an essential partnership for merchants and a nexus point for restaurant and retail app providers. We’re gearing up for an exciting journey ahead, and having seasoned professionals like Mike will ensure we continue on our path of innovation and growth,” commented Sriram Subramanian, Founder and CEO of LINK.

“LINK has established initial successes with major software application providers within the restaurant and retail sector and is now entering a phase of rapid growth and development.  I am excited to work with Sriram and the LINK team to refine and extend their model to drive the company forward.” commented Mike.

This news comes as LINK’s global team undergoes expansion, having recently launched a new Onboarding-as-a-Service vertical and growing to more than 50 team members.


Insights from three working moms at LINK

Insights from three working moms at LINK

Ever wonder how it’s possible to juggle a thriving career with being a parent? At LINK, we’ve got some super parents who are doing just that, and today we are meeting three recently joined moms who are here to share how they make it work. Meet Divya, Natasha, and Sue, three new team members who joined LINK in the past two months.

First up is Divya Dirisam, our CEO’s executive assistant and mom to a 17-year-old boy. She’s all about LINK’s flexible work hours. “At LINK, we are trusted to work the hours we need to, to get the job done, rather than specific hours,” she says. “Of course I need to be available for meetings, and work with colleagues across different time zones. But the flexibility to choose means I can be there for my son’s big moments and still focus on my career.” Natasha Gowans, our head of communications and mom to energetic 7-year-old boys, agrees. She juggles meetings and mom duties, thanks to LINK’s flexible schedule. “Having young kids is very stressful, and it’s definitely a juggling act, but the way I can spread out my working hours during the day is very helpful.”

Our moms have their daily routines down to an art. Divya mixes work with family life, staying on top of things with a mix of planning and teamwork with her family, assigning duties to her son to help out his parents at home during the week. Natasha’s mornings are full of chaos and school prep, but once the kids leave for class she is able to get some time to focus on getting herself ready for the day, before heading to a co-working for some calm and focus. Natasha gets a couple of hours of free time during the middle of the day to catch up on errands, friends or family admin, but she is usually back online after dinner time for a couple of final calls with cross-timezone colleagues. 

Now, let’s shine the spotlight on Sue, our customer success leader and mother to a 10-year-old. Sue’s journey at LINK is a testament to how part-time roles can lead to full-time fulfillment. “Choosing a part-time role was my golden ticket to being there for my son’s milestones while growing my career,” Sue reflects. Her mornings are a whirlwind of school runs and work prep, but she finds her groove as soon as she logs in. “There’s something empowering about managing a successful workday and still being there for homework time,” she adds.

Sue also emphasizes the importance of self-care. “Finding time for myself isn’t just a luxury, it’s essential. Whether it’s hitting the gym or getting lost in a good book, it helps me recharge and be a better mom and professional,” she advises. She’s a big advocate of strength training, not just for physical health but for mental resilience too. 

These ladies aren’t going it alone; they’ve got a village at LINK and beyond. Natasha’s secret weapon? A solid support network and some emotional coaching helps to keep the kids regulated and to manage moments of higher stress levels. 

Recap: Top tips for working moms

  • Leverage flexible work arrangements: LINK’s flexible work arrangement empowers working moms to manage their schedules and be there for their families when needed while pursuing their careers.
  • Time management tools: Use tools like calendars and to-do lists to stay organized and prioritize tasks efficiently.
  • Delegate and share responsibilities: Don’t hesitate to delegate household chores and share responsibilities with partners and children.
  • Seek support and connection: Lean on your support network of fellow moms, friends, and family members to navigate the challenges of balancing work and motherhood.
  • Embrace flexibility and self-care: Adjust your schedule and practice self-care techniques like reading, music, or exercise to manage stress effectively.
  • Recognize the rewards: Balancing a career and motherhood can be deeply rewarding,  since we get to be primary care -givers and contribute in a meaningful way to a company like Link that solves such a big problem in the fintech world. 

At LINK, we’re not just about the 9-to-5. We’re about building a place where moms (and dads!) can thrive, not just survive. We celebrate diversity and champion women in the workforce. 

So, if you’re thinking about joining a place that gets the whole work-life-mom-life balance, check out our Employee Handbook for the inside scoop. At LINK, we’re more than a team; we’re a community that lifts each other up, every single day.

5 game-changing tips to simplify your F&B operations

5 game-changing tips to simplify your F&B operations

In the fast-paced world of Food and Beverage (F&B) operations, simplicity is the key to success. Sifting through complexities and streamlining workflows can significantly boost efficiency and pave the way for growth. If you’re ready to unlock new levels of efficiency and join the big leagues of F&B, you’re in the right place! In this blog, we’ll share five powerful ways to simplify your F&B operations, leveraging LINK’s pioneering single-point integration solution and cutting-edge data migration technology. Let’s dive in and make your life easier!

  • Embrace the Power of Integration:
    Seamless integrations are a game-changer when it comes to simplifying F&B operations. By connecting your various systems – POS, inventory management, online ordering, and more – into a unified ecosystem, you can wave goodbye to manual processes and data duplicates. Imagine the time saved and the errors prevented when information flows seamlessly between systems! Unlock growth and streamline your operations with LINK’s single-point integration solution. 
  • Automate Daily Tasks:
    Repetitive tasks can eat up valuable time and drain resources. That’s where automation comes in! Leverage technology to automate routine tasks like inventory tracking, staff scheduling, and reporting. By reducing manual effort, you free up time for your team to focus on what matters most – delivering an exceptional experience to your diners. With LINK’s cutting-edge automation features, you can simplify your F&B operations and watch productivity skyrocket!
  • Optimize Menu and Inventory Management:
    Managing menus and inventory can be a headache, but it doesn’t have to be. Leverage data-driven insights to optimize your menu offerings and streamline your inventory management. By integrating your sales data, customer preferences, and ingredient availability, you can make informed decisions and minimize waste. Say goodbye to overstocked shelves and underutilized ingredients, and hello to cost reduction and operational efficiency!
  • Enhance Communication and Collaboration:
    Smooth communication and collaboration are the pillars of efficient F&B operations. Implement a centralized communication platform, like a digital workplace, where your team can share updates, collaborate on projects, and stay connected. This streamlines communication channels and ensures everyone stays on the same page. From front-of-house to back-of-house, technology-powered collaboration tools can simplify your operations and spark a new level of teamwork! 
  • Leverage Data for Business Insights:
    In the digital era, data is king. Collecting and analyzing data allows you to gain valuable insights into your F&B operations and make data-driven decisions. Implement analytics tools that integrate with your systems to track key metrics such as table turnover, customer preferences, and revenue trends. These insights will empower you to optimize your operations, identify growth opportunities, and elevate your F&B business to new heights! 

By embracing these five powerful tips, you can simplify your F&B operations, drive efficiency, and propel your business toward success. 

Ready to simplify your F&B operations and take your business to new heights? Reach out to LINK today and discover how our single-point integration solution can revolutionize your operations.