BH
Live in a day, after two failed attempts
Professional Services · read in 6 minutes
The challenge
Bellhaven had tried to automate client onboarding twice before. Both projects stalled when the flowcharts got too complicated to maintain.
“We’d almost given up on automation altogether,” says Naomi Fenwick, COO at Bellhaven.
The approach
With Lumora, the team described each step of onboarding in plain English and tested the agents on real client data the same day.
Because every agent is readable, the whole team could review and improve them, not just one specialist.
The results
Bellhaven went live in a day and now runs more than 40 agents. The third attempt was the one that stuck.
“We were live in an afternoon. Every other tool we tried stalled somewhere in week two.”
The team now uses Lumora across client onboarding, billing, and project updates.
We were live in an afternoon. Every other tool we tried stalled somewhere in week two.
BH
Naomi Fenwick
COO
BH
Bellhaven
INDUSTRY
Professional Services
COMPANY SIZE
60 employees
CHAMPION
Naomi Fenwick
01
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