Overview
01/Overview
Pinnacle HR Solutions provides outsourced human resources services to mid-size companies across Ontario. They needed to streamline their client onboarding and internal workflow management.
The challenge
02/The challenge
Every new client engagement involved dozens of manual steps — document collection, contract generation, system setup, and team assignments. The process was error-prone and took an average of two weeks.
The approach
03/The approach
We built a custom onboarding portal with automated document collection, e-signatures, and workflow orchestration. A CRM dashboard gives their team real-time visibility into every client's status and upcoming tasks.
The results
04/The results
“The onboarding portal has completely changed how we operate. What used to take two weeks of back-and-forth now takes five days, and nothing falls through the cracks.”
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Founder, Excell Online·Toronto