Client Onboarding & Data Migration Platform

Onboard Clients. Move Data.
50% Faster from Sales to Go-Live

Micromerce automates the entire process: faster, less effort, more transparency.

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Where Onboarding Breaks
& How We Fix It

Slow onboarding holds your growth back. Process chaos, messy data, unhappy clients. Micromerce solves the three biggest bottlenecks in client onboarding:

Built to reduce team workload, move data fast,
and support clients exactly where they need help.

Onboarding Management

Onboarding Management

No more email chains or “where are we in the process?” moments.

Micromerce gives you structured workflows, automated tasks, role-based ownership and a shared source of truth – so everyone’s aligned.

Data Migration

Data Migration

Legacy data? Complex structure? Unknown logics?

Automated imports. Built-in validations. Micromerce keeps data migration fast, clean and under control – at any scale.

Enablement & Support

Enablement & Support

Clients don’t need another PDF. They need help where they are.

Micromerce integrates dynamic help, guided steps and contextual tips right inside the onboarding journey – reducing tickets and improving activation.

From Complexity to Clarity.
For Every Use Case.

Three Core Use Cases: New Clients, Competitor Migrations and Post-Merger Integrations

Step By Step

Three Solutions.
One Seamless Experience.

Designed to solve the real bottlenecks of onboarding.

Onboarding Management

With our Back Office and Client Portal

Digital Guidance

Step-by-step client onboarding

Onboarding Automation

Oversee and control all aspects of onboardings

Comprehensive Analytics

Full process visibility at a glance

onboarding management
Data Migration

With our Migration Toolkit

Unified data access

Works across databases, file types, and formats

AI-assisted mapping

Generate transformation drafts in seconds

Business-first focus

Abstracts complexity – no deep tech skills required

data migration
Enablement & Support

with our Support Flywheel AI

Deflects support load

GAI handles common questions early – less effort, fewer support tickets

Always learning

AI improves with every customer interaction

Captures insights

From customer usage and connected internal systems

enablement support

Real Impact from the Start
It’s Not Just Faster. It’s Better.

Micromerce doesn’t just save time – it helps you deliver cleaner data, smoother go-lives, and happier teams and customers.

> 50%

reduction in onboarding time

3X

the onboardings per FTE

75%

fewer manual steps for onboarders

Connect Your Stack
in Seconds

Micromerce works with the tools your team already uses – and keeps everything in sync.
All our solutions can be integrated into various existing systems on the market. In this way we can adapt our solution to all your needs.

Built for Onboarding, Customer Success,
Product & R&D Teams

Finally you get One Platform Everyone Can Work With.

Three people with a gear – represents collaboration and process management

Onboarding /
Implementation

Minimal manual effort. Seamless client collaboration. Automated data migrations

Person with a speech bubble – represents support, feedback, and user interaction

Customer Success /
Enablement

Faster activation. Less support. Smarter enablement

Database with a gear – represents data configuration and system setup

Product /
R&D

Spot feature gaps. Prioritize what matters. Drive smarter decisions

With these four steps we achieve your goals.

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1. Discovery Call

In this meeting, we aim to understand your current situation and challenges.

Duration: 30 min

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2. Analysis & Proposal

After gaining an initial understanding of your challenges, we will conduct a structured analysis session together, completing a Customer Onboarding Canvas. A few days later, we will present the results along with a detailed proposal and offer.

Duration: Two 1-hour sessions

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3. Platform Setup

Depending on complexity, configuring the Onboarding Back Office and Portal takes 1–5 days. For setups without external integrations, it requires just a few clicks.

Duration: 1-5 days

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4. Training & Handover

Once the platform is set up, onboarding managers and migration developers (if handling transformations in-house) can begin using it, supported by thorough training sessions.

Duration: 2 hours onboarding manager, 1 day migration devs

1. Discovery Call

2. Analysis & Proposal

3. Platform Setup

4. Training & Handover

Proven Across 7000+
Client Onboarding Projects.

From data to operations. At Micromerce,
we streamline onboarding for every team, every industry.

FAQs

We offer flexible options ranging from training your team to "Done-with-You" or "Done-for-You" professional services. You can leverage the Micromerce Onboarding Solution with your own developers after some training, or entrust our experienced migration developers to handle the entire migration process for you.

Micromerce solutions provide streamlined tools and intuitive features, enabling your team to get started immediately. However, we recommend a 2-hour training for onboarding managers and a one-day session for migration developers.

No, since the Micromerce services run all in the cloud and cannot be installed locally.

The Micromerce migration solution is available anytime and anywhere at https://application.micromerce.com.

The Micromerce solutions can be easily integrated into your existing system landscape. We are constantly expanding our integrations and are experts in developing flows across system boundaries.