Client Onboarding Portal
The Client Onboarding Portal was built to streamline how new clients submit their solvent recovery specifications and receive a preliminary system configuration. Before this portal, the process relied on email threads and manual data entry, which often delayed the initial proposal by several days.
The portal collects key process parameters: solvent type, target purity, feed composition, flow rate, and utility availability. Each field is validated against known operating ranges for the VDC-400, FFE-200, and MSB-100 product lines. If a value falls outside the standard envelope, the system flags it for engineering review rather than rejecting the input outright.
After submission, the portal generates a preliminary equipment recommendation and a process flow sketch. The client can review these documents, request adjustments, and approve the configuration before a formal quotation is issued. This reduced the average time from initial contact to proposal from 12 business days to 5.
The portal also stores historical submissions, so returning clients can load a previous project as a template. This is particularly useful for plants that run multiple solvent recovery lines with similar specifications.
- Reduced proposal lead time from 12 to 5 business days
- Validates process parameters against product operating envelopes
- Generates preliminary equipment recommendation and flow sketch
- Supports template reuse for returning clients
The portal is now used by all new clients in the pharmaceutical and specialty chemical sectors. The next iteration will add a live chat channel for real-time clarification during the specification phase.