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Use cases for Bundles

E-Commerce vendor onboarding

A leading online retail marketplace, struggled with a slow, manual process for onboarding new third-party vendors. Their IT team was burdened with repetitive tasks - deploying a data synchronization integration, setting up a vendor onboarding workflow, and sharing multiple documents - for each new partner. This created a significant bottleneck and a poor vendor experience.

To solve this, the company's IT team leveraged Boomi Bundles to create a single, cohesive E-commerce Vendor Onboarding solution. This bundle packaged all necessary components into one shareable file:

  • A Boomi Integration (as a Packaged Component) to sync product and inventory data.
  • A Boomi Flow application that provided a low-code, self-service workflow for vendor setup.
  • A BePriceWise AI AI Agent for recommending competitive selling prices with good profit margins.
  • Custom Assets including a README file, data mapping templates, and a welcome guide.

This Bundle was easily shared with new vendors. With one click, they could install the entire solution, empowering them to manage the onboarding process themselves. This drastically reduced onboarding time, freed up IT resources, and ensured a consistent, high-quality experience for all partners. The Bundles feature transformed a fragmented process into a repeatable, scalable solution.

Patient telehealth onboarding

A prominent healthcare network with a massive presence in the US and the Asia-Pacific (APAC) regions, had challenges onboarding new partner clinics and patients for its expanding tele-health services. The process was slow and risky, requiring manual deployment of integrations, setting up a patient-facing workflow, and sharing separate, sensitive compliance documents. This created a significant compliance risk and a technical bottleneck for their IT team.

This network used Boomi Bundles to create a single, secure Patient Telehealth Onboarding solution. This bundle packaged all the necessary components for a compliant rollout:

  • A Boomi Integration (as a Packaged Component) to securely sync patient data from a clinic’s EMR system.
  • A Boomi Flow application was also added, providing a low-code, patient-facing workflow. This flow guided patients through a secure intake process, collecting necessary information and consent forms.
  • Custom Assets including a HIPAA compliance checklist and a quick-start guide for the clinic’s IT team.

This single, comprehensive Bundle was shared with new clinics via a secure URL or to specific accounts. By implementing Boomi Bundles, the company achieved transformative results, including faster patient access, ensured compliance, reduced support burden, and enhanced patient experience.

Procure-to-pay automation

A growing logistics firm had challenges with its procure-to-pay (P2P) process for its project vendors. Each new vendor required a fragmented, manual setup of an integration, a new internal approval workflow, and the sharing of multiple documents. This resulted in payment delays, manual errors, and significant administrative costs.

To address these concerns, the firm's IT and finance teams used Boomi Bundles to create a single, repeatable Procure-to-Pay Automation solution. This bundle included everything needed to automate the invoice lifecycle:

  • A Boomi Integration (as a Packaged component) to automatically ingest vendor invoices.
  • A Boomi Flow application for a low-code internal approval workflow.
  • Custom Assets like a vendor invoice guide and a security checklist.

With one click, the entire P2P process from invoice ingestion to internal approval, was automated. This drastically reduced payment cycle time, eliminated manual errors, and streamlined collaboration between the company and its vendors.

Streamlining client onboarding

An emerging leader in the fintech space faced significant delays and inconsistencies in client onboarding. Their professional services team, lacking deep technical expertise, had to manually deploy separate Boomi Integrations, a Boomi Flow application, and various documentation files for each new client. This fragmented process created an IT bottleneck and a slow time-to-value for customers.

As a solution to this problem, the central IT team of this organization created a single, shareable Client Engagement Accelerator Bundle. This Bundle combined everything needed for a complete onboarding solution:

  • Integration Asset: A standardized Packaged Component for syncing client data.
  • Flow Asset: A guided, low-code Boomi Flow application for the onboarding journey.
  • Custom Assets: A README file and sample data to guide users.

By sharing this Bundle, the company empowered its professional services team to deploy a complex, multi-product solution with one action. This drastically accelerated client onboarding time, ensuring every new customer setup was consistent and up-to-date.

The Bundle feature transformed a manual, multi-step process into a repeatable, self-service solution, freeing up IT resources and significantly improving the firm's operational efficiency and client experience.

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