From paper processes to $350K in annual savings.
A $25M regional human services organization with 500 employees, running entirely on paper and institutional memory. Five phases, new systems, and over $350,000 in annual savings, delivered in the order the business needed them.
The Challenge
A $25M regional human services organization with 500 employees was running entirely on paper processes and institutional memory. No HR system. No operational tooling. No shared technology infrastructure. Leadership couldn't measure performance, manage growth, or hold the organization accountable at scale. They knew something had to change. They just didn't know where to start.
The Solution
- 01
Audit & strategy. We started with questions. A full operational audit identified where the organization was losing time, money, and capacity. Then we built a phased roadmap around what the organization needed, in the order it needed it.
- 02
People infrastructure. Paycom HRIS was selected, configured, and rolled out to all 500 employees. Onboarding, payroll, performance management, and compliance tracking got standardized for the first time, with change management built in from day one.
- 03
Operational systems. Monday.com was deployed as the operational backbone, giving every team shared visibility and clear accountability. Microsoft 365 rolled out org-wide, standardizing how 500 people communicated and collaborated.
- 04
Customer experience. Zendesk was implemented to bring structure and accountability to customer-facing work. Processes were redesigned before the system went live. Response times dropped and issues were tracked to resolution.
- 05
Brand & digital. The organization's external presence was rebuilt to reflect what they had become: a professional, scalable operation with the infrastructure to back it up.
The Results
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We work with U.S.-based clients only.