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Case Study

HR and Payroll Process

Streamlined HR & Payroll Management for a Diverse Workforce

A company experiencing a boom in its workforce, scattered across different locations and with varied employment agreements, needed a robust HR and payroll system. Shivendra and Co. streamlined the process for this thriving business. We standardised employee contracts based on project assignments, facilitating seamless integration with the payroll system. The system captured new project and role information, ensuring accurate data for financial processing. We configured the system to handle regional regulations, including public holidays and overtime. This automation enabled the company to double its staff size without increasing payroll headcount. Furthermore, an issue management system was established for staff inquiries. This facilitated proactive problem-solving and continuous system improvement. Through comprehensive training for supervisors, project managers, and the payroll team, the system now runs seamlessly, supporting complex contracts and multiple employment agreements. This comprehensive solution helped the client provide efficient HR and payroll processes, ensuring a satisfied workforce.
Phase Input Output
Objective
The client desired improved sales pipeline visibility to support growth.
Clear objective established: enhance sales pipeline visibility.
Option Generation with Measures of Success
Collaboratively identified options and key metrics. Designed a workflow to better understand pros and cons of each option solution. Identified bottlenecks and prioritised them.
Defined options, key metrics, or measures of success. Specifications and requirements list for potential technology integration.
Option Realization (Selection of Option)
Mapped the client’s sales process from opportunity to completion, pinpointing critical gates for decision-making and supporting activities. Selected a CRM vendor.
Detailed sales process map created. Chose a CRM solution suited to the client’s needs.
Execution Roadmap and Contingency Plan
Partnered with the selected CRM vendor for implementation. Developed an execution roadmap and contingency plan for smooth deployment.
Executed CRM implementation according to the roadmap. Prepared for potential challenges with contingencies.
Evaluation and Monitoring
Facilitated the development of Power BI reports tailored to stakeholder needs. Set up monitoring processes to track the effectiveness of the new system.
Achieved significant increase in sales pipeline visibility within three months. Enabled effective tracking and data-driven decisions.

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