The modern approach to client management often involves juggling multiple tools, leading to inefficiencies and a disjointed client experience. Setuply offers a better alternative: a cohesive purpose-built platform that streamlines processes while enhancing team efficiency and client satisfaction. Setuply is client onboarding and effective client management made simple!
The Obstacles with Multiple Single-Point Solutions
In client management and onboarding, the business landscape often presents a fragmented picture — with several tools being used to accomplish what should be a unified task.
Consider this list:
- Spreadsheets for tracking projects
- Project management software
- Data rooms for secure client data storage
- Standalone professional services automation (PSA) solutions
- Case management for client support
- Forms software for client questionnaires and surveys
The complexity of all these client management tools not only causes strain for the teams managing them; it also impacts the client experience, making it disconnected and unsatisfying.
This fragmented approach to client management creates a maze of inefficiencies. There’s constant switching between platforms, the hassle of syncing data across different tools, and the heightened chance for errors and data breaches.
For the clients being managed, too many tools can translate to a lack of transparency, delayed responses, and a general feeling of being just another case rather than a valued partner. The administrative burden on staff is equally daunting, leading to frustration, reduced productivity, and ultimately, a negative impact on the bottom line.
Setuply Changes the Outlook of Client Management
Now imagine a world where project management, forms, secure data staging, onboarding, support staff scheduling, case management, dashboards, and analytics for every stakeholder are designed and purpose-built to work seamlessly together.
With Setuply’s platform, there's no need to jump between different tools or projects; everything you need is in one place, intuitively designed to support the entire client lifecycle. Our reports are always live, ensuring decision-makers have access to the latest information at their fingertips without needing to sync.
The result is a unified, streamlined client management process that makes your team more efficient while significantly improving the client experience.
Here’s a glimpse of how Setuply is already transforming organizations like yours:
AllianceHCM: Faster, High-Touch Onboarding at Scale
AllianceHCM, a provider of integrated HCM solutions, is known for its high-touch, personalized service. As demand grew and client needs became more complex, the team recognized an opportunity to evolve their onboarding process to better scale that same level of service.
By implementing Setuply, the team centralized onboarding, streamlined communication, and created greater visibility across projects.
“Before Setuply, we relied on spreadsheets and constant email exchanges,” said Courtney Grimm, AllianceHCM’s Senior Solutions Architect. “Now, with a centralized portal, clients can engage directly and complete tasks faster, which has helped us accelerate task completion by 80%.”
Setuply also provides the flexibility to adjust and grow with evolving business needs.
“As our business evolves, we’re able to customize templates and adapt workflows without adding friction,” Grimm noted.
Innovative Business Solutions: Smarter, More Responsive Support
Innovative Business Solutions was ready to modernize its case management strategy. The HCM solution provider’s legacy system worked, but it lacked the automation and structure needed to keep pace with rising client expectations.
With Setuply, Innovative rolled out a more proactive, streamlined support model built for scale—one that has improved case resolution times by 14%.
“We’re seeing quicker turnaround times on cases, fewer follow-ups needed, and just less manual effort across the board,” said Jove Diez, Innovative’s Payroll Product Manager.
Setuply’s structured workflows and real-time updates helps the team deliver consistent, high-quality support. In the words of Diez: “The structure just makes everything easier to manage, route, and resolve.”
The Future of Client Management Is Unified
Using Setuply means stepping into an ecosystem where every tool is integrated and designed with service providers and clients in mind. It moves beyond the piecemeal approach to client management that is built to get the job done.
Think of it as where efficiency meets satisfaction — where every process, from client onboarding to ongoing management, is smooth and coherent. Clients feel truly valued, with a clear view of their journey and the comfort of knowing they're in good hands.
For your team, it means saying goodbye to the headaches of disconnected systems and hello to a harmonious work environment where smiles are the norm, not the exception.