The New Store Opening application captures data and manages the processes required for retail organizations to open new stores or branches.

The onboarding begins with a user providing the details for the branch to be opened, followed by a set of follow-up tasks for other teams to provide other required data.  Records and related actions provide the ability to update and manage branch data at any time.


  • Inline address lookup for address selection
  • Select branch services based on store type and business rules
  • Dynamic SLA and process behavior based on parameters managed by the business
  • Designers can extend this application by inserting additional automated tasks, such as financing request.


  • Store / Branch
  • Store Onboarding Process


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