Revolutionising Employee Screening Operations at Risk Advisory

The Challenge

Streamlining Employee Screening with Digital Self-Service

RA’s Employee Screening division aimed to introduce a significantly improved service for its clientele, focusing on robust online self service capabilities. The core objectives were multifaceted: to enable clients to easily track the progress of their screening cases in real-time and to automate back-office procedures that underpin a complex case workflow, enhancing overall efficiency.

The Solution

A Bespoke Case Management System

We partnered closely with Risk Advisory’s internal team to engineer a comprehensive case management system. This tailored solution was meticulously designed to optimise the workflow for case-workers, integrating sophisticated task automation alongside features for generating reminders, to-dos, and diary events.

Key functionalities embedded within the system included:

• Minimised Manual Data Entry: A central design principle was to drastically cut down on the need for case-workers to manually input data, which considerably boosted both operational efficiency and data quality.
• Standardised Client Communications: The system incorporated a unified letter and email platform for managing template-based communications, ensuring consistency and professionalism.
• Secure Client Portals: Clients gained secure online access to their data, allowing them to initiate new work requests, monitor case progress, and retrieve final screening reports directly from a dedicated website. They also had the option to receive real-time email updates on the status of individual cases.
• Candidate Self-Service Data Input: Screening candidates could conveniently submit their personal details via a specific website, with an additional option for importing information directly from the client’s existing HR systems.

The Impact:

Measurable Improvements and Enhanced Client Satisfaction

The successful development and deployment of this bespoke case management system met all of Risk Advisory’s stringent requirements, yielding several significant advantages:

• Optimised Workflow: Enhanced workflows and standardized business processes considerably reduced reliance on individual case-workers and simplified the management of workloads across the team.

• Improved Operational Visibility: The new system provided unprecedented insight into back-office operations, facilitating superior operational oversight and enabling the generation of key metrics that directly fed into the organisation’s Key Performance Indicators (KPIs).
• Elevated Client Satisfaction: Clients directly benefited from the ability to monitor their case progress in real-time, which translated into heightened satisfaction with Risk Advisory’s screening services.

Conclusion:

A Model for Digital Transformation

Our collaborative effort with Risk Advisory culminated in a robust and highly efficient case management system. This solution not only significantly enhanced the operational quality and efficiency of RA’s Employee Screening service but also dramatically improved client satisfaction and internal operational oversight. This case study powerfully illustrates how strategically developed software solutions can effectively address intricate business requirements and propel organisational success.