Client Success Stories
We have helped numerous clients in diverse industries LVL-Up through our strategic advisory, operational strategy, and targeted implementation services.
Mid-Size Government Contractor HRIS Search, Recommendation, and Implementation
The Issue
A client’s HR system wasn’t serving their needs as the company grew and their latest process for career growth couldn’t integrate into their legacy system. Payroll, ERP, HRIS, and Benefits systems could not talk to each other, leading to heavy manual workloads and tedious file sharing for the Operations team. And the user experience for employees was poor, having to remember multiple passwords and learn multiple systems to manage their personal records. Without a single source of truth for teammate data, records constantly needed cross-checking, and delaying progress for both the employees and the company.
The Strategy
The client needed a comprehensive Human Capital Management platform that would be their single source of truth for Payroll, HR, Performance, and Benefits. LVL-Up was able to assess and prioritize the client’s needs and represent their interests as we conducted their technical search, recommendations report, and implementation plan. Within a 5-month timeframe, the company had a successfully negotiated and signed contract with an implementation and training timeline. We were able to get it handled for the client by:
- interviewing key project stakeholders to understand the priorities and needs;
- developing the criteria matrix and scorecard that would be used to evaluate each vendor;
- researching and screening HCM providers in order to submit a short-list of recommended vendors for second-stage demos;
- scheduling and managing the on-site demos for all project stakeholders; and
- conducting reference checks for the top two vendors of the downselect.
In a marketplace with an overwhelming number of vendors, proper planning and research on the front end allowed LVL-Up to feel confident that we were talking to the most qualified vendors from the very beginning.
The Solution
Because we were able to quickly build trust with our client, LVL-Up could understand their team culture and business processes. We were able to apply that understanding during the evaluation process – a key component to success. We used both qualitative and quantitative methodologies for vendor scoring. We managed the process through a shared project management tool to ensure that we were on track, on deadline, and efficient through each stage of the project.
“I smell progress! Thank you for progressing us!”
“You've given us insights into our business that we didn't necessarily know because you all are writing it down and looking at it objectively!”
–MJ Wivell, CEO, BTI360
Industry
Software Development
Value Returned
LVL-Up's methodology saved the client dozens of hours in research, scheduling, reviewing, and evaluating options independently.
+Plus
The trust LVL-Up built with this client allowed them to turn to us for additional services that helped ease the team through this transition and manage change for them. We’ve built solid relationships with the team, and they know that if LVL-Up is on their "team" – from trainings to surveys – they are in good hands.
Results
The client streamlined their HRIS while providing employees the access and autonomy they desired to manage their own personal information. Frustration with broken systems was replaced by satisfaction with a centralized and easily available platform. Team members managing the system and their own accounts were able to improve their experience with HR and the company overall.
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