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.
The Impact
- Faster recruitment and redeployment through instant candidate search
- Better alignment of staff to shifts based on accurate, filterable data
- Improved compliance reporting and audit readiness
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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.
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