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Managed Services & Consulting for HR · Payroll · HRIS · Talent
Optimization Services

Continuous improvement for your people, processes & technology.

A recurring monthly block of optimization support that helps you increase adoption, improve efficiency, strengthen compliance, and unlock greater value from your workforce technology investment.

Recurring monthly supportFlexible hoursQuarterly strategy reviews

Optimization Monthly Package

A predictable block of optimization hours each month, applied wherever they deliver the greatest value based on your evolving business priorities — guided by a prioritized roadmap and reviewed quarterly.

Ask about the package
10 hoursof optimization support per month
$1,800per month
Strategic Optimization

Turn your workforce technology into a strategic advantage

Optimization is not a one-time event. Priorities shift, the organization changes, and the system has to keep up.

Prioritized optimization roadmap

Tailored to your goals and system review findings, so each month's hours go toward what matters most right now.

Quarterly strategy review and planning

Align with evolving priorities and pivot as needed, rather than working a plan written a year ago.

Recurring collaboration

Regular meetings to track progress, review results, and refine strategies with a team that knows your environment.

What's Included

Three areas of focus each month

Module optimization

  • Module review across Payroll, Recruitment, Onboarding, Benefits, HR, Time & Labor, Integrations, Learning, Performance, Surveys, and Engagement
  • Full system and HR audit & review — validate configurations and customizations for optimal performance

Customization & enablement

  • Home page branding and customization — logos, colors, and company look & feel
  • Recognition, core values, updates, quarterly goals, events, success stories, FAQs, and employee self-service tools
  • Individual module build and customization
  • Access permissions and workflows
  • Custom reporting
  • Custom training for administrators, managers, and employees
  • Updated SHRM-certified employee handbook

Workforce strategy & operations

  • Retention targets and statistics
  • Recruiting priorities, process, and best practices
  • Succession planning
  • Compliance and company policy review
  • Open enrollment
  • Year-end support

Prefer a one-time, defined scope? See project-based HRIS optimization.

Which fits?

Monthly package or one-time project?

The difference is not whether there is an end date — it is whether improvement is continuous or a defined fix.

Recurring

Optimization Monthly Package

Best when priorities keep evolving and you want a partner improving the system continuously.

  • 10 hours per month, flexibly applied
  • Prioritized roadmap maintained over time
  • Quarterly strategy reviews
  • Predictable monthly cost
  • Continues as long as it delivers value
One-time

Optimization Project

Best when you know what needs fixing and want it scoped, priced, and completed.

  • Scoped in project hours against a defined list
  • Fixed scope agreed before work begins
  • Clear start and end
  • Priced as a project
  • Handoff and documentation at close

Many clients start with a project to address known issues, then move to the monthly package to keep improving. Compare the project option

How it works

A rhythm, not a one-off

1

System review

A full system and HR audit establishes the baseline and surfaces opportunities.

2

Roadmap

Findings become a prioritized optimization roadmap tied to your goals.

3

Monthly execution

Each month's hours are applied to the highest-value items on the roadmap.

4

Quarterly review

We review results, reset priorities, and adjust the roadmap as the business changes.

FAQ

Optimization package questions

It sits with managed services because it is recurring and relationship-based rather than a defined one-time scope. If you have a specific fix in mind with a clear start and end, the project option is the better fit.
Hours are applied flexibly against the roadmap, which is what keeps the package useful as priorities shift. We will discuss how unused time is handled when we scope your package.
Yes, and many clients do. A project addresses known issues; the monthly package keeps the system improving as the organization changes.
No. Optimization is specifically about getting more value from the platform you already own.
We are vendor-independent and work across the major HCM, payroll, benefits, timekeeping, and talent platforms, inside your existing environment.
Proof

What clients say

They helped us tremendously with updating our processes to be more efficient in our system. The time savings we are experiencing has been a tremendous help to our team.

CE
Client Executive
Client survey response
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