Workflow Automation Platform for a Scaling B2B SaaS Company
SunAlgo redesigned a legacy workflow platform into a faster, more configurable product foundation, cutting onboarding time by 60% and increasing expansion revenue.
Overview
A fast-growing SaaS company had outgrown the product architecture that got it to initial traction. Customer onboarding was slow, configuration changes required engineers, and enterprise prospects were hesitating because the platform could not support more complex workflows cleanly.
Challenge
- • Customer onboarding depended on manual setup steps across product, support, and engineering.
- • The platform had accumulated feature-specific logic that made new integrations and workflow changes risky.
- • Leadership needed a path to larger contracts without pausing roadmap delivery for a full rewrite.
Approach
- • Mapped the highest-friction onboarding and configuration paths and reduced them to a smaller set of reusable workflow primitives.
- • Introduced a services layer and cleaner API boundaries so customer-facing features could evolve without repeated backend rework.
- • Delivered the modernization in phases so sales and customer success teams could keep onboarding customers during the transition.
Outcomes
- • Reduced average onboarding time from five weeks to two.
- • Improved engineering throughput by removing repeated one-off implementation work for each new customer.
- • Created a more credible product story for mid-market and enterprise buyers evaluating configurability and scale.
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