The Client

The client is a multi-service charity dedicated to providing stability, support, and challenge to individuals, enabling them to realise their full potential. They offer a range of services focused on helping people maintain housing, stay safe, be heard, and improve their health and wellbeing.

The Challenge

The client faced significant challenges with their existing HR processes, which were largely paper-based and inefficient. The need for a modern, flexible, and integrated HR management solution became evident, especially during the lockdown period when remote work became essential.

Our Solution

The client selected our HR management solution, SoHR, as the new platform to support their HR operations. SoHR is a cutting-edge HR solution designed to streamline and enhance human resource management. It offers a comprehensive suite of tools that simplify HR management and employee engagement processes. SoHR has been developed using standard Microsoft 365 technologies so it can be tailored to meet unique HR needs.

Why the Client Chose SoHR

The client highlighted the inefficiencies of their paper-based system and the need for a more adaptable solution. Off-the-shelf products were too rigid and generic for their unique requirements, such as flexible work timetables and complex TUPE transfers. The client decided to implement SoHR to benefit from its customisability and seamless integration with Microsoft 365.

Implementation

The implementation of SoHR involved several key steps:

Discovery and Requirements Gathering

A comprehensive discovery session was conducted with the client’s management to understand their specific needs. This was followed by a workshop with the HR team to refine the scope and requirements.

Design and Development

The solution was designed using standard Microsoft 365 services, including SharePoint, Power Apps, and Power Automate. Custom components were developed to address the client’s unique requirements.

Installation and Configuration

The installation process involved setting up the core SoHR modules and custom features.

Training and Support

The client’s staff received training on using the new system, and ongoing support was provided to ensure smooth operation.

Key Features & Benefits

Integrated and Secure

SoHR operates within the Microsoft 365 environment, ensuring data security and seamless integration with other tools.

Customisable

The system was tailored to meet the client’s specific needs, including flexible work schedules and TUPE transfer management.

User-Friendly

Staff can book holidays, submit expenses, and access HR information online from anywhere, enhancing accessibility for remote workers.

Efficient Management

Managers can easily approve requests, monitor absences, and generate reports. The HR team can manage employee data, contracts, appraisals, and training records in one place.

Follow-on Developments

Following the successful implementation of SoHR, the client expressed interest in further enhancing their HR capabilities. This led to the upgrade of their HR solution which now includes additional custom changes and a comprehensive support element.

Microsoft 365 Technologies Used

SharePoint, Power Apps, and Power Automate are all core technologies that underpin SoHR’s development.

• SharePoint

  For data records,  document management and collaboration.

  
  

• Power Apps

  For SoHR’s core applications and to create custom features tailored to the client’s requirements.

  
  

• Power Automate

  For automating data access, workflows and processes.

  
  

• Microsoft Teams

  For communication and collaboration during the project.

Conclusion

The implementation of SoHR has significantly transformed the client's HR operations, moving them from inefficient paper-based processes to a modern, integrated, and flexible HR management system. The customisable features of SoHR, combined with its seamless integration with Microsoft 365 technologies, have addressed the client's unique requirements and enhanced their overall HR capabilities. The positive feedback and testimonial from the client underscores the success of the project, highlighting the improved accessibility, efficiency, and support provided by SoHR.