Fixing Manual, Fragmented Payroll Processes with an Integrated CRM Payroll Export Module

The Problem

A clinical diagnostics organisation relied on several disconnected systems to run payroll—rota spreadsheets, timesheets, compliance data and manual adjustments. Each pay cycle required planners and administrators to extract, cross-reference and re-enter information, creating significant admin burden and leaving room for errors. This fragmented workflow extended payroll cycles, increased stress for operational teams and risked inaccurate payments to staff. The organisation needed a unified, reliable and automated way to generate payroll-ready data.

The Solution

One of our digital squads built a payroll export module directly within the organisation’s CRM. The module consolidated timesheets, shift data, location differentials, compliance status and pay rules into a single source of truth. Custom reporting routines generated payroll-ready files in the exact format required by the finance team, removing the need for manual aggregation. Automated checks flagged anomalies before export, ensuring accuracy and reducing rework. By embedding payroll logic into the CRM, the entire pay cycle became simpler, faster and far less error-prone.

The Impact

  • 10 man-days saved per month in payroll processing
  • Significant improvement in payroll accuracy and reduced corrections
  • Shorter, less stressful pay cycles for operational and finance teams

More Case Studies on

Running More Efficiently

Running More Efficiently

Orders were manually handled across multiple systems, causing delays and errors.

Running More Efficiently

Leadership had no real-time view of performance across clinics or departments.

Running More Efficiently

The business had no infrastructure to support rapid franchise onboarding or operational consistency.

Discover the power of SEO with Creative Ideaz

More than an agency.
Your digital partner.

Define Your Mission Brief
Assemble Your Delivery Squad
Launch Your Product
Optimise & Scale Delivery