The Setuply platform enabled Axiom to streamline the multi-solution delivery process during client onboarding by consolidating and establishing consistent, repeatable implementation processes with improved accountability for all stakeholders.

  The Customer

Axiom Human Resources Solutions is a leading provider of cutting-edge and scalable workforce management and human capital management (HCM) solutions designed to help companies better manage their workforce from hire to retirement.

  The Challenge

Axiom faced challenges with its client implementation process, specifically needing to streamline task assignments and provide transparency into team responsibilities during the transition from contract signing to kickoff and beyond. Manual data collection methods hindered efficient data tracking and prevented the establishment of a scalable, repeatable process.

  The Solution

Setuply transformed Axiom's client implementation by creating a new level of structure and efficiency. Utilizing Setuply’s task templates and workflows, Axiom clearly defined stakeholder responsibilities, gained real-time visibility into task completion, and centralized data collection, staging, and management into the platform, ensuring seamless project continuity.

  The Result

Axiom consolidated its client onboarding toolkit, transforming and clearly defining every step of the client implementation process. By reducing manual overhead, this HCM solutions provider has enhanced their implementation precision, efficiency, and accountability. This transformation has enabled Axiom to successfully onboard larger accounts with improved efficiency, reduced time, and better client satisfaction.

Enhancing Consistency & Accountability for All Stakeholders

As part of their commitment to operational excellence, Axiom identified opportunities to further streamline their workflows and enhance stakeholder accountability during the critical transition from contract signing to project kickoff. Proactive in their approach, they sought solutions to make these transitions even more seamless and to ensure that every stakeholder had clear, actionable directives.

Axiom also aimed to reinforce its data management practices. Recognizing the potential for increased efficiency and benefits of a centralized data room, they sought to enhance their existing system. This would not only simplify the tracking and accessibility of client information but also reduce the time spent on manual data verification, boosting overall data accuracy and reliability.

Bring Scalability & Consistency to the Client Implementation Process

Setuply’s all-in-one platform offered a transformative solution. By integrating Setuply’s task templates and workflows into their operations, Axiom has developed a more systematic and scalable approach to client implementation. This enhancement has enabled a clearer definition of stakeholder responsibilities and provided instant visibility into the status of task completion, significantly reducing the need for manual check-ins.

“In the past, I would have to ask my implementation team members questions about whether they received data or had built something yet,” noted Axiom’s VP of Operations Zachary Smith. “Setuply removes this step. I can easily see what tasks have been completed and when, which helps streamline things from a management perspective.”

The adoption of Setuply also facilitated the centralization of client data. By consolidating all client historical and other data in one accessible location, any member of the implementation team can effortlessly retrieve the necessary information to keep projects on track, even in the absence of colleagues. This centralization enhances the continuity of project workflows and ensures that no critical information is overlooked.

Transforming Client Implementation with Cohesion & Clarity

With the adoption of Setuply, Axiom has significantly streamlined its client implementation process, establishing the foundation for repeatable, consistent processes and substantially improving accountability across all project stakeholders.

This transformation has simplified task delegation and tracking, eliminating labor-intensive steps and ensuring projects stay on schedule. Setuply’s Data Repository has centralized client data, empowering every team member to keep projects moving forward with a clear audit trail for data collection, validation, and transformation.

As a result, Axiom can now successfully onboard clients with greater ease and efficiency, improving their capacity to handle larger and more complex implementations. Moving forward, Axiom plans to leverage Setuply’s data collection tools to survey its clients to gather feedback on their experience with Setuply. This initiative will help Axiom continuously refine its services and leverage Setuply’s features to deliver even better client experiences.