How Outreach.io streamlined HR processes and improved employee experience with Sapling integration

This case study focuses on how Outreach.io, a fast-growing software company focused on sales execution, struggled with manual onboarding processes, and limited collaboration among teams due to the absence of a centralized HR platform. The company had a team of two people managing all HR Processes, and under pressure to onboard and serve an anticipated 1,100 new hires during a high-growth phase

The challenge

Outreach.io’s HR team relied on Asana, Google Forms, and Google Sheets to manage HR processes, which made it difficult to keep everyone connected, collaborate effectively, compromised the employee experience. The onboarding process was entirely manual, causing errors and creating risks. The team was often busy with fire drills, causing burnout.

Finding a better way

Outreach.io decided to integrate Sapling, a Kallidus platform, with Lever ATS to streamline HR processes and automate the onboarding process. Sapling offered a centralized platform that provided a clear idea of what needed to be done, enabling the HR team to work more efficiently. The integration with  Lever ATS enabled the company to streamline the entire onboarding process, from candidate selection to hiring and onboarding

The results

The integration of Sapling and Lever ATS proved to be a game-changer. It enabled the company to automate HR processes, reducing errors, and risks, and avoiding costs. Further, employees gave positive feedback about the onboarding experience, which improved the overall employee experience.

The integration of Sapling and Lever ATS also had a ripple effect on other departments. Revenue, Employee, Revenue Ops, Finance, and other teams all benefited from the streamlined HR processes. As other departments saw the benefits of using Sapling, they started to request access to the platform.

The integration of Sapling and Lever ATS provided a centralized platform for Outreach.io that streamlined HR processes, reduced errors, and risks, and improved the overall employee experience. The HR team was no longer bogged down with manual processes and could focus on strategic initiatives.

“Sapling has made our onboarding experience much more seamless for our new hires and more efficient for me as an HR specialist. Being able to automate emails and tasks in workflows based on location, has made it much easier to customize the onboarding experience for our different European and US-based employees,” said Karleen Adams, Sr. People Operations Specialist, Outreach.io.

The benefits of the centralized platform also extended to other departments. The company successfully overcame its HR challenges and improved collaboration across teams.

“Moving to Sapling allowed us to take the onboarding work formerly done by two FTEs down to one which was a huge win for our team. As we progressed, Sapling’s great UX and ease of use allowed us to rapidly iterate on and improve our onboarding experience as our company grew,” stated Gavin Cummings, Sr. Manager, HR Operations & System, Outreach.io and internal Sapling champion.

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