Workflow Automation

The Client
An east coast company that provides accounting and financial services through temporary and permanent employee placement. The case study below describes how HighOrbit’s Workflow has allowed them to manage the constant flow of incoming resumes they receive.

The Client’s Need
The client needed a process to manage the constant flow of resumes coming into the company. Being a staffing firm, their success relies heavily on recruiting and securing the most talented accountants and financial professionals available. But there were issues with the company’s current process. Sometimes, multiple staff members needed to have access to the resume simultaneously. And because the company was handling mostly paper resumes, the possibility of a key prospect being misplaced or buried was a problem the company couldn’t afford to face.

There was no system in place for tracking the recruitment process. If a resume came in and got lost or buried on someone’s desk, there was no way to know who had it last, or what its current status was. In addition, there wasn’t an efficient way to manage incoming resumes that the company did not proceed with. So, for instance, if a prospect wasn’t used because his or her particular skill set was not a fit for any available jobs, there was no easy way to find that prospect’s resume when a possibility opened up.

How The Client Was Helped
HighOrbit’s Workflow software allowed the client to design a process that fit their exact needs and requirements. Because the system is a custom solution, the company was able to set it up to operate in the exact capacity they required. In addition, HighOrbit Workflow is flexible and easy to use, so the client could easily make changes to refine the process as they worked with it.

With HighOrbit Workflow, when a resume is received, it is distributed to the appropriate member or members of the client’s staff for review. At any given time, the client can review the process and see what station a particular candidate is at. There are no short cuts- the process is fully defined and it enforces itself. Each resume is well documented throughout the process. So if the company didn’t proceed, the reasons are readily available for review at any given time. The system also makes sure that the appropriate person within the organization is involved with the resume at the appropriate time, and it dictates what that person can and can not do within HighOrbit Workflow based on the authority they’ve been granted.

The Results
HighOrbit Workflow helped the client address 3 important areas of concern: