Automating the data work at a compliance services company
PE-backed HR compliance and analytics services business, with most of the work done by analysts in spreadsheets.
- Situation
- A regulatory change removed a core revenue line. The business needed to protect margin fast without losing service quality.
- What we did
- Mapped and timed three workflows: chasing clients for missing data, verifying data, and standard data prep. Wrote the business case, then built the automation with the company’s own team, running in shadow mode before go-live.
Outcome
In progress. Results are published here once they are measured.
MVP in about 7 weeks, live in about 13