Moving a 500-employee regional organization off of paper.
Legacy institutional memory is where efficiency goes to die. We designed a five-phase digital overhaul that transitioned paper operations into cloud-based, AI-assisted workflows, saving $120K+ in year one.
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 and strategy. Started with questions, not recommendations. AI-assisted research and a full operational audit surfaced where the organization was losing time, money, and capacity. Built a phased roadmap around what the organization needed, in the order it needed it.
- 02
People infrastructure. Guided the selection and rollout of Paycom HRIS to all 500 employees. Onboarding, payroll, performance management, and compliance tracking standardized for the first time, with change management built in from day one.
- 03
Operational systems. Advised on the deployment of Monday.com as the operational backbone, giving every team shared visibility and a clear view of what they owned. AI automations guided to reduce manual reporting and keep data current without extra effort from the team.
- 04
Customer experience. Guided the implementation of Zendesk to bring structure and clarity to customer-facing work. Processes redesigned before the system went live. Response times dropped and issues tracked to resolution.
- 05
Brand and 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
Results like these start with one conversation.
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