Fixing Manual Staff Onboarding with Automated Credential & Compliance Tracking
The Problem
A leading clinical diagnostics provider relied on manual processes to log staff qualifications, insurance documents, DBS checks and governance information. Spreadsheets and email chains were used to manage onboarding, leading to administrative bottlenecks, delayed readiness for clinical deployment and inconsistent compliance visibility. The lack of a centralised system increased operational risk and made it difficult for managers to ensure all clinicians and support staff met regulatory requirements before being scheduled for work.
The Solution
One of our digital squads built a custom CRM module designed to automate the entire onboarding and compliance workflow. The system centralised the collection and validation of qualifications, insurance documents, governance data and renewal dates. It provided automated reminders, document expiry alerts, and real-time dashboards so operational teams could see exactly who was ready for deployment. By structuring the workflow end-to-end—from application through verification and ongoing compliance—the organisation gained a reliable and scalable process that significantly reduced manual intervention.
The Impact
- 30+ hours saved per onboarded staff member
- Centralised governance oversight across all clinical and support roles
- Fewer manual errors and reduced administrative burden
- Faster operational readiness for new staff
More Case Studies on
Running More Efficiently
Orders were manually handled across multiple systems, causing delays and errors.
Leadership had no real-time view of performance across clinics or departments.
The business had no infrastructure to support rapid franchise onboarding or operational consistency.
More than an agency.
Your digital partner.
Define Your Mission Brief
Assemble Your Delivery Squad
Launch Your Product
