EL-ITE Consulting specializes in human capital management (HCM) services, offering strategic planning, implementation, project management, payroll, HR, and tax compliance solutions. Recognizing the potential for advanced scalability and operational cohesion, EL-ITE adopted Setuply’s all-in-one platform to enhance and scale its service delivery. This strategic move has streamlined project management and onboarding processes while transforming case handling techniques. As a result, EL-ITE has improved and strengthened its capacity for growth, enhanced profit margins, and operational efficiency—all while maintaining the high-touch, efficient service the company prides itself on.

  The Customer

EL-ITE Consulting, a leader in HCM implementation and support, specializes in bridging gaps between software providers, partners, and clients with expert guidance and tailored solutions to drive success.

  The Challenge

EL-ITE Consulting is dedicated to delivering a high-touch, personalized approach, catering to a diverse range of business needs and engagement models. However, managing these tailored solutions across multiple disconnected tools introduced operational inefficiencies and inconsistencies. To sustain its exceptional service quality while scaling effectively, EL-ITE recognized the need to centralize its systems. By streamlining workflows and implementing a more structured framework, the company sought to enhance operational efficiency, improve collaboration, and strengthen partner interactions—all while maintaining the flexibility required to support its diverse client engagement strategies.

  The Solution

Setuply’s all-in-one platform unified EL-ITE’s project management, case handling, and partner onboarding processes. The EL-ITE team gained complete visibility into its workflows, introduced structured case management with clear processes, and implemented a partner onboarding framework that ensured alignment and consistency.

  The Result

Setuply provided EL-ITE with a powerful integrated platform that streamlined complex processes. By automating repetitive tasks and centralizing workflows, the solution transformed its processes—and delivered a big impact. The company realized a 300% improvement in case response times, while partner onboarding was streamlined, opening the door for providing more personalized experiences.

Connecting Onboarding, Project Management & Cases

EL-ITE Consulting’s commitment to high-quality, tailored client service often involved using a project management platform that required managing multiple unlinked sheets. This setup made it challenging for team members to efficiently access and connect essential project details.

Additionally, EL-ITE recognized the benefits of evolving its case management from an email-based system to a more integrated and systematic approach. This evolution aimed to reduce response times and enhance the consistency of case resolutions, aligning with its high standards of client service.

With the unique nature of its business, EL-ITE also saw the opportunity to improve how the company onboards new partners into its ecosystem. EL-ITE sought to refine this process to better incorporate each partner’s specific systems and processes, ensuring a smoother integration and enhancing collaborative efforts.

Centralization & Structure Across Processes

To address its evolving needs, EL-ITE turned to Setuply’s client onboarding and lifecycle management platform. With Setuply, EL-ITE was able to bring its project management, case management, and partner onboarding into a single system. 

In the words of Aubrey Baker, EL-ITE’s Director of Strategy and Business Operations: “By using Setuply, you don’t have to worry about whether or not your systems are integrated with others. Everything is in one spot.”

In centralizing its project management, EL-ITE gained complete visibility into its operations. Project details were consolidated, allowing the team to easily track how information interlinked and flowed through various channels.

Setuply also improved EL-ITE’s approach to case management by structuring the intake and processing of client requests. This new system standardized response times while ensuring all cases were properly managed, empowering better accountability and communication.

Using Setuply’s project management solution, EL-ITE set up a new partner onboarding process as well. A structured framework supported EL-ITE’s vetting process for partners. The team could be sure to capture all the critical information to deliver tailored experiences and set its partners up for success.

Measurable Gains in Efficiency & Collaboration

The integration of Setuply's platform yielded significant improvements for EL-ITE. By automating previously manual processes and centralizing its workflows, team members now have more time to dedicate to high-impact activities.

With information centralized in the Setuply platform, EL-ITE is able to present a more polished feel to its partners while providing clients with a better overall experience:

EL-ITE’s partners benefit from a smoother and more efficient onboarding process that’s tailored to meet their needs and sets them up to achieve goals faster. "Setuply not only standardized our partner interactions but personalized them,” Aubrey noted. “We now have a systematic yet flexible framework that adapts to each partner's unique needs."

Setuply’s all-in-one solution has also substantially reduced EL-ITE’s overhead costs. “Setuply has streamlined our processes from both an operational and a tech perspective,” Aubrey stated. “We’ve eliminated the need for multiple, disjointed tools and, in doing so, significantly cut down our operational costs.”