# Company Onboarding Admin

> Designed the company onboarding module of Synaptic's internal admin tool: batch tracking, enrichment actions, exclusion lists, assignees and request creation for the analysts who onboard companies onto the platform.

- Company: Synaptic
- Timeline: 2024
- Role: Product Designer: system flow, screens and interactions for the company onboarding requests module of the internal admin tool
- Key outcome: Design spec covering the batch list, batch tracking, enrichment actions (broad crawl and outsourcing), exclusion lists, multi-batch analysis, assignee changes, request creation and automated batch creation.

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## System Flow

*How a request becomes a company on Synaptic*

![New flow: Company Onboarding System, Knowledge Graph System and Company Creation/Update Service](/case-studies/10-company-onboarding/01-system-flow.webp)

*Requests from repeating workflows, CRM sync, single requests and bulk uploads are batched, enriched by broad crawl or outsourcing, then published as company objects*

## Batches

*Default view*

![Company Onboarding Requests table listing batches](/case-studies/10-company-onboarding/02-requests-default-view.webp)

*Every request is a batch: fingerprint, organisation, status, domain count, assignees and source*

## Tracking a Batch

![Batch overview with processing stats and batch details](/case-studies/10-company-onboarding/03-batch-overview.webp)

*Overview: onboarded, in progress (awaiting creation, broad crawl, outsourced), errors and abandoned*

![All Requests tab with per-domain status](/case-studies/10-company-onboarding/04-batch-all-requests.webp)

*All Requests: per-domain status and error message*

![Awaiting Creation tab](/case-studies/10-company-onboarding/05-tab-awaiting-creation.webp)

*Awaiting Creation*

![Broad Crawl tab](/case-studies/10-company-onboarding/06-tab-broad-crawl.webp)

*Broad Crawl*

![Outsourced tab](/case-studies/10-company-onboarding/07-tab-outsourced.webp)

*Outsourced*

## Updating Status

*Enrichment actions on domains awaiting creation*

![Start enrichment menu](/case-studies/10-company-onboarding/08-start-enrichment-menu.webp)

*Start enrichment: broad crawl or send for outsourcing*

![Confirmation before starting a broad crawl](/case-studies/10-company-onboarding/09-confirm-broad-crawl.webp)

*Confirmation, since the enrichment mode cannot be changed afterwards*

![Broad crawl started](/case-studies/10-company-onboarding/10-broad-crawl-started.webp)

*Broad crawl started; the domains leave Awaiting Creation*

![Confirmation before sending for outsourcing](/case-studies/10-company-onboarding/11-confirm-outsourcing.webp)

*Send for outsourcing*

## Exclusion List

![Adding domains to the exclusion list](/case-studies/10-company-onboarding/12-exclusion-list-modal.webp)

*Error class (default, defunct, syntax error, other) and an optional message*

![Domains added to the exclusion list](/case-studies/10-company-onboarding/13-exclusion-list-added.webp)

## Tracking Multiple Batches

![Selecting multiple batches](/case-studies/10-company-onboarding/14-select-multiple-batches.webp)

*Select batches, then Analyse Batches*

![Analyse Batches overview](/case-studies/10-company-onboarding/15-analyse-batches.webp)

*Combined processing stats with batch details side by side*

## Discontinue a Batch

![Discontinue confirmation](/case-studies/10-company-onboarding/16-discontinue-batch.webp)

*Domains not yet onboarded are discarded; the action cannot be undone*

## Changing Assignees

![Change assignees picker](/case-studies/10-company-onboarding/17-change-assignees.webp)

*Assignees are set by default logic; select users can reassign batches*

## Detailed Count

![Hover count on a batch status](/case-studies/10-company-onboarding/18-detailed-count.webp)

*Hovering a status shows identified, onboarded, in-progress and error counts*

## Create a Request

![Create a request form](/case-studies/10-company-onboarding/19-create-request.webp)

*Batch name, organisation and assignee*

![Upload companies for onboarding](/case-studies/10-company-onboarding/20-upload-companies.webp)

*Upload a CSV, TSV, XLS or XLSX of up to 10,000 companies*

![Batch created](/case-studies/10-company-onboarding/21-batch-created.webp)

## Automated Batch Creation

- Company requests and CRM syncs are collated into org-specific batches, queued, and moved to In Progress at 8:30 am every day, or immediately once a batch crosses a size threshold
- A queued batch can be force-started from the requests page

![A queued batch](/case-studies/10-company-onboarding/22-queued-batch.webp)

*Queued*

![Force Start action on a queued batch](/case-studies/10-company-onboarding/23-force-start.webp)

*Force Start*

![Force start modal with assignee](/case-studies/10-company-onboarding/24-force-start-modal.webp)

## Toast Messages

![Toast messages for each action](/case-studies/10-company-onboarding/25-toast-messages.webp)

## Processing Warning

![Batch overview with a processing warning and duplicates count](/case-studies/10-company-onboarding/26-processing-warning.webp)

*Later update: a warning while a request is still being processed, plus a Duplicates count*

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Source: https://rupakmishra.com/work/company-onboarding