Onboarding Survey

Thanks for taking the time to complete this. It helps us understand your current business challenges, technology landscape, cost optimization opportunities, and the future state you want to achieve. About 8-10 minutes.

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Please select at least one option for the highlighted question(s) before submitting.

Section 1

Company & Contact

Your email

Company Name

Your Name

Your Role / Designation

Section 2

Business Problem

Help us understand the business problem before we discuss technology.

What problem are you trying to solve?

Please describe the problem in 2-3 sentences.

What is driving this initiative? (select at least one)

Cost reduction Business growth / scalability Employee productivity Customer experience Process improvement Technology modernization Risk / compliance AI / automation Data / analytics

Other:

Who is most affected by the current problem? (optional)

Employees Managers Executives Customers Partners / vendors Operations team IT team Finance team Sales team

Other:

How important is solving this problem?

Critical, it is affecting the business significantly High, it is an important business priority Medium, improvement would be valuable Low, improvement would be nice to have

Section 3

Current Process & Technology

We want to understand how the process works today.

How is this process handled today?

Briefly describe the current process, including any manual steps.

What are the biggest challenges with the current approach? (select at least one)

Too much manual work Process is too slow High operating cost Errors / rework Poor user experience Multiple disconnected systems Poor reporting / visibility Data duplication Scalability issues Security / compliance concerns Legacy technology

Other:

Which systems, applications or tools are currently involved? (optional)

Examples: ERP, CRM, Excel, custom applications, databases, cloud platforms, etc.

Section 4

Cost & Efficiency

These questions help us identify opportunities to reduce cost and improve productivity.

Approximately how much employee time is spent on this process?

Less than 10 hours per week 10-50 hours per week 50-200 hours per week 200+ hours per week Not sure

Where do you believe the biggest cost comes from? (optional)

Employee effort Software / licenses Cloud / infrastructure Manual data entry Errors / rework Downtime Lost productivity Lost revenue Maintenance of legacy systems Not sure

Where would you most like to reduce cost or effort? (optional)

Section 5

Future State & Excellence

Think about what an excellent future-state solution would look like.

What would you most like the new solution to improve? (select at least one)

Automate manual work Reduce operating cost Improve employee productivity Improve customer experience Improve reporting / visibility Integrate existing systems Improve data quality Improve security Improve performance Enable AI / automation Improve scalability

What would "excellent" look like after this initiative?

Describe your ideal outcome in practical business terms.

Where do you see the biggest opportunity for automation or AI? (optional)

Document processing Data entry Reporting Customer service Employee support Data analysis Decision support Workflow automation Content generation Predictive analytics AI agents Not sure yet

Section 6

Success, Timeline & Constraints

What are the 2-3 most important measures of success? (optional)

Examples: reduce processing time by 50%, reduce cost by 20%, improve response time, eliminate manual work.

What is your expected timeline?

Less than 3 months 3-6 months 6-12 months 12+ months Not decided

Are there any important constraints we should consider? (optional)

Budget Timeline Security Compliance Existing technology Data migration Internal resources Integration requirements User adoption No major constraints currently known

One Final Question

If Tarvora could solve only ONE thing for your organization through this initiative, what should it be?

A real person reads every response before we scope your first agent.

Technology & business discovery assessment.

Company & Contact

Business Problem

Current Process & Technology

Cost & Efficiency

Future State & Excellence

Success, Timeline & Constraints