Fixing Unsearchable Candidate Data with Smart Filters and Reportable CRM Profiles

The Problem

A clinical diagnostics provider stored candidate information—such as certifications, locations, experience levels, contract types and compliance status—inside a CRM, but none of it was easily searchable or reportable. Planning teams had to manually dig through records, cross-reference spreadsheets and ask colleagues for updates. This slowed recruitment, delayed redeployment of available staff and made it difficult to generate the compliance reports required by regulators and partners. The lack of structured search functionality created friction across both operations and recruitment.

The Solution

One of our digital squads enhanced the organisation’s CRM with advanced search, filtering and reporting capabilities tailored to workforce planning. Candidate profiles were restructured so fields like qualification type, expiry dates, geography, contract status and governance indicators could be queried instantly. Planners and recruiters could now filter candidates by skill, location radius, availability, compliance readiness or previous deployment history, and export results into audit-ready reports. This transformed the CRM from a static database into a live, operational decision engine.