Building a Compelling Business Case for HR Case Management Technology
Laura Zifchak (Poggi)

By: Laura Zifchak (Poggi) on September 30th, 2020

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Building a Compelling Business Case for HR Case Management Technology

HR Operational Efficiency

Est. Read Time: 3 min.

HR Case Management software can transform the HR function, reducing the amount of time your team spends fielding routine questions and making it easier for employees to access the answers and support they need. But since any new technology requires an investment of both time and money, it’s essential to frame your request effectively to secure buy-in from your leadership team. 


The strongest business cases are built around tangible business outcomes, such as an increase in your department’s productivity or a boost to employee job satisfaction. It can also help to paint a before-and-after picture of adoption, built around scenarios that your leaders can immediately grasp. 


To increase the chances that your project will be approved and funded, here are four compelling HR case management software use cases to consider weaving into your pitch.


1. Supporting a remote or deskless workforce

Recent events have led many organizations to re-evaluate whether it might be beneficial to let some or all employees work remotely in the long term. HR case management software can facilitate an agile and connected remote workforce, making it easier for HR to support employees from anywhere and ensuring employees always know where to turn when they have questions or requests—without having to go into the physical office.


These tools also enable HR to better support deskless employees, like those working in manufacturing facilities. Employees who aren’t sitting in front of a computer all day can access a personalized and easy-to-navigate knowledgebase from any device, allowing them to quickly find the information that’s most relevant to them. 


2. Streamlining the onboarding process

Data from SHRM reveals that nearly a third of employees quit within the first six months—but if they experience great onboarding, 69% are more likely to stay with the company for three years. One way to enhance the experience is to adopt HR case management software. 


If new hires have questions, they can use the self-service tools to check if the answer is readily available. And if the issue is more complex, the system will automatically route their request to the appropriate person, significantly reducing the time it takes for them to receive a response. As a result, your new hire will feel more connected to the organization—and with fewer roadblocks, they can ramp up to full productivity much faster.


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3. Simplifying relocation

Relocating employees can be a complicated and time-consuming process—and one which can damage the employee’s view of the company if handled poorly. HR case management software simplifies the process and improves the experience for everyone involved, saving time and headaches.


The right system will eliminate a lot of busywork, generating new documents (like updated contracts) and instantly storing them in the employee’s digital file. For tasks that do require manual effort, everything can be managed centrally, meaning the HR team isn’t left scrambling to figure out what needs to be done. The employee can also gain more visibility into the process by accessing the knowledgebase or receiving email notifications, helping to alleviate some of the stress and anxiety that relocation can cause.


4. Smoothing merger and acquisition (M&A) transitions 

A fourth scenario that’s worth mentioning to your leaders, especially if your company is growing, is the potential for a merger or acquisition in your future. HR case management tools simplify the complex process of integrating distinct employee populations—accelerating M&A timelines and making it easier to retain top performers.


Not only does HR case management software enable HR to rapidly request necessary employee documents and acknowledgments digitally—it can also help put employees’ minds at ease, giving them easy access to the information they need to navigate the transition, such as reviewing their new benefits. And by ensuring HR professionals have predefined answer templates at their fingertips when a question comes through, the software also creates a more consistent experience for employees across the board. 


Make a strong case for HR Case Management software

Before you can unlock all the benefits that HR Case Management tools offer, you need to secure leadership buy-in. By using common business scenarios like these as the backbone of your pitch, you can grab your leaders’ attention—and get the ball rolling on your implementation project.


To gain a deeper understanding of how HR case management technology benefits the employee experience, watch our on-demand webinar with Sarah Brennan, founder of HR tech advisory firm Accelir Insights. 

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About Laura Zifchak (Poggi)

Laura leads the marketing team for the PeopleDoc by Ultimate Software products in North America. She joined PeopleDoc in January 2015 to help HR teams learn about HR Service Delivery technology, understand how it benefits their existing business strategies, and become expert users of our platform as customers.

Laura has experience with bringing technical software solutions to market with prior leadership positions at both IBM and RTTS. She has an MBA from CUNY Baruch Zicklin School of Business, and a BS degree in Marketing from Siena College.

With years of practice managing teams through rapid growth and constant change, Laura is passionate about employee and manager experience, and using technology to help scale and improve operations.