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
“We 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.”
— 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.
📋
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.
🎂
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
Ready to Scale Your People Operations?
Let’s discuss how we can help you automate HR workflows, improve employee experience, and scale efficiently.
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