Product Development – PEO Industry CRM System

OptiPEO General GraphicChallenge:

Processing a newly acquired client was an intensive paper chase for this major PEO player in the industry.  It sometime took days to process a new client which impacted nearly every aspect of the operation and slowed revenue.

Goal:

To streamline new client data collection and new client acquisition process through the proper use of technology at 40 branch locations across the southeast.

Solution:

    • Worked with executive management to develop a project strategy to decrease project risk and overall cost.
    • Completed all requirements analysis and developed all system specifications for product evaluation.
    • Saved 3/4 million on a software product selection by recruiting and managing end user, support, and technical personnel in a vender selection process. 
    • Negotiated final contract with vendor to minimize company liability and lock in long term cost on software, support, and development services purchased.

Results:

  • Sales cycle and new client data validation time cut by 23% and 78% respectively.