Case study · Payments

Cutting commercial real estate onboarding at Nuvei from months to three days

Embedded inside Nuvei before it went private, going team to team to map and automate manual operational processes.

Company
Nuvei
My role
Technical Architect
Industry
Payments
IBefore

The problem

Onboarding a commercial real estate partner at Nuvei was manual from end to end. Each property needed a contract created by hand, and once it was signed, someone keyed the same details into the payment systems to set up ACH and card processing. The full cycle took months.

IIThe build

What was built

  1. 01Rotated through UI/UX, engineering, product, sales, and data-entry teams to learn the day-to-day work and find what could be automated.
  2. 02Designed a DocuSign automation for commercial real estate partner onboarding. Each property used to need a manually created contract plus manual data entry into payment systems for ACH and card setup.
  3. 03Identified the variable and static parts of every contract, built a templated DocuSign flow that auto-populates and routes to the right signers, then triggers automated data entry into the payment platform on completion.
  4. 04Applied the same process-mapping method across multiple teams to surface and remove operational bottlenecks.
DocuSign automationProcess mappingPayments integrationACH and card setup
IIIAfter

The result

months to 3 days

CRE onboarding cycle

A multi-month, fully manual onboarding cycle dropped to three days end to end: contract generated, sent, signed, data entered, validated. It removed manually created contracts and dual data entry for an entire partner category.

Have a process that should run itself?

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