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.