Exploring Account Lifecycle Events

The Account Lifecycle Events application provides a structured, onboarding experience for technology industry providers.

When a customer account is created, an account onboarding case is generated and the playbook is initiated. You can configure various tasks in the playbook that involve identifying the key people handling the case, import data, and create collaborative tasks.

Overview

Account Lifecycle Events provides a Playbooks playbook, an Account Lifecycle Events case type, and defined case tasks for onboarding that support this important process. You can use the playbook as a template or as a starting point to build your onboarding experience.

Account Lifecycle Events includes the following:

• Dedicated case type and tasks: A central record for the onboarding team including dedicated tasks to assign work, automate, and capture data.
• Playbook: A playbook that serves as a starting point to build a repeatable onboarding process that meets business requirements.
• Data Capture: Import, manage, and publish data as part of a case task.

Account Lifecycle Events workflow

The Account Lifecycle Events high-level workflow involves the following stages:

• The Customer Service Management creates a customer account. This task automatically creates an account onboarding case.
• The Account Lifecycle Events playbook is launched.
• The case is managed by the onboarding manager who uses the playbook to manage the end-to-end workflow.