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Workforce planning for a growing M&A firm making it big in the Investment Advisory space
Rippling Automation, Rippling HRIS, Rippling Performance Management, Benefits Manger, App integrations
Optimizing Rippling onboard and offboarding workflows, performance management
Oregon
Financial Services
Mikaela Devine, HR Coordinator
Succession Resource Group (SRG), a leading M&A advisor in the investment advisory space, needed a more structured and automated approach to managing their HR workflows, onboarding/offboarding, compensation tracking, and integrations. Their existing processes lacked efficiency, leading to manual workarounds, compliance concerns, and difficulties in tracking employee updates and benefits.
SRG wanted a fully optimized HR system within Rippling, with seamless workflows for hiring, offboarding, compensation management, benefits tracking, time-off policies, and app integrations. They also sought to enhance automation, improve notifications for payroll and benefits updates, and sync employee milestones with Office 365.
To meet SRG’s needs, we implemented and optimized Rippling’s HRIS, workflow automation, and compensation tracking tools.
Our work included:
Onboarding & Offboarding Automation: Setting up workflows to streamline new hires, pre-hire checklists, and terminations.
Workflow Studio Migration: Refining and migrating existing workflows to ensure efficiency and relevance.
Payroll & Benefits Tracking: Configuring notifications for payroll discrepancies, compensation changes, and benefits updates.
App & Calendar Integrations: Syncing employee milestones (birthdays & anniversaries) with Office 365 and reviewing app integrations.
Time-Off Settings: Adjusting accrual-based time-off policies to address booking and balance issues.
1. Test User Setup: Implemented a test user to simulate processes before live deployment.
2. Workflow Optimization: Migrated onboarding/offboarding workflows and eliminated unnecessary steps.
3. Compensation & Benefits Configuration: Added notifications for payroll and benefits updates while setting up structured compensation bands.
4. System Integrations: Reviewed and fine-tuned app integrations and Office 365 calendar sync.
5. Time-Off Policy Adjustments: Reconfigured time-off settings to align with SRG’s policies and resolve booking issues.
6. Training & Support: Provided recommendations and guidance to SRG’s HR team to ensure seamless adoption of new workflows.
Streamlined HR workflows with clearer onboarding/offboarding processes.
Automated payroll and benefits notifications to prevent discrepancies and compliance issues.
Optimized compensation tracking with structured compensation bands.
Improved time-off management, ensuring accurate accruals and milestone tracking.
Enhanced app and calendar integrations, aligning HR data with SRG’s tech stack.
Succession Resource Group (SRG) is a consulting firm specializing in mergers & acquisitions, succession planning, and valuation services for financial advisory businesses. Their expertise helps independent advisors structure transitions, navigate acquisitions, and maximize firm valuations.
