Start with the work.
Then plan the change.

Your preparation

Five things to map

Use this checklist with HR, payroll, IT, and team managers.

1. List the workflows causing friction

   Record where people chase updates, repeat data entry, or lose context. Prioritize the work with the greatest operational impact.

2. Name an owner for each workflow

   Identify who prepares, reviews, approves, and supports the work. Resolve ownership gaps before configuring a system.

3. Inventory your employee data

   Document source systems, field definitions, duplicates, missing records, and documents. Agree who can authorize migration.

4. Define acceptance scenarios

   Write down the tasks teams must complete successfully before rollout, including exceptions and approval paths.

5. Plan adoption and support

   Agree the rollout sequence, staff guidance, and the route for questions. Set aside time to review issues after launch.

A conversation, built around you

Let’s make HR feel
a little more orderly.

Tell us where the friction is. We’ll explore the workflows that matter to your organization.