HR / PEOPLE OPS

HR & People Operations Automation

How a scaling tech company transformed employee experience with intelligent workflow automation

75%

Faster Onboarding

40%

Higher Satisfaction

$180K

Annual Savings

500+

Employees

Client Overview

A fast-growing SaaS company with 500+ employees across 15 countries, experiencing 80% year-over-year headcount growth. The People Ops team struggled to maintain quality employee experience while scaling rapidly from 200 to 500 employees in 18 months.

With manual onboarding taking 3 weeks, inconsistent documentation, and HR staff overwhelmed by repetitive administrative tasks, the company needed to automate their people operations to maintain culture and compliance while scaling.

The Challenge

β€œWe were hiring 15-20 people per month, and our HR team couldn’t keep up. New hires waited weeks for laptop setup, had inconsistent onboarding experiences, and our employee satisfaction scores were dropping. We were losing great talent because of operational friction.”

β€” Head of People Operations, SaaS Company

Our Solution

We implemented a comprehensive HR workflow automation platform that integrates their HRIS (BambooHR), IT systems (Okta, Google Workspace), benefits providers, and communication tools (Slack). The solution automates the entire employee lifecycle from offer acceptance through offboarding.

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Automated Onboarding

Trigger workflows from BambooHR offer acceptance. Auto-provision accounts (Google, Slack, Jira, GitHub), send equipment orders to IT, schedule 1:1s with managers, and deliver personalized onboarding checklists. 3 days vs. 3 weeks.

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Document Management

Automated collection, signing, and filing of I-9, W-4, NDAs, and policy acknowledgments. Integration with DocuSign and BambooHR for compliance tracking. 100% completion rate vs. 78% manual.

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Employee Engagement

Automated birthday/anniversary messages, onboarding buddy matching, pulse survey distribution, and milestone celebrations. Personalized Slack notifications and manager reminders.

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Offboarding Automation

Coordinated offboarding workflows: account deprovisioning, equipment return tracking, exit interview scheduling, and knowledge transfer checklists. Security compliance and smooth transitions.

Results & Impact

Onboarding Speed

75% faster (3 days vs. 3 weeks)

Employee Satisfaction

40% improvement in onboarding NPS

HR Efficiency

$180K annual savings from automation

Compliance

100% document completion (up from 78%)

IT Provisioning

Same-day account setup vs. 5-7 days

Scale Support

3x employee growth with same HR team size

Quick Facts
Industry

Technology / SaaS

Company Size

500+ employees, 15 countries

Implementation Time

10 weeks

ROI Timeline

5 months

Technologies

BambooHR, Okta, Google Workspace, Slack, DocuSign, n8n

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