The Challenge:

Our client, an enterprise level staffing organization was struggling with the management of their consultants Ends and Extensions. The Finance and HR teams in the organization were constantly struggling with extremely last minute requests from Account Managers on upcoming Ends and Extensions. This lack of timely and proactive notification was leading to a lot of frustration on part of the various departments and was causing them to fall behind. To address this gap senior leadership asked Datavine to assist in the development of a streamlined process that would improve their Ends and Extensions management.

The Solution:

Our approach on this project initially focused on understanding the current-state environment. We wanted to first understand what was preventing the Account Managers from raising End and Extension related requests in a timely manner. That analysis revealed that the Account Managers themselves did not have a one-click visibility into their upcoming ends and extensions and preferred automated notifications. We then worked with various stakeholders and departments to understand their timelines and expectations. Once we understood the needs of the various teams, and environment limitation, we designed a process whereby Account Managers received automated weekly notifications on all upcoming ends for the next four weeks, and they also received additional reminders 48 hours prior to all upcoming ends. This solution involved development and deployment of new reports, automated triggers and training.

The Outcome:

The new process helped bring various departments on the same page in a timely manner. The HR and Finance team reported a 60% decrease in last minute notifications. Also, with the new process in place, Account Managers are able to better manage their clients and consultants-on- business.