Global Staffing Leader Digitizes their Client Onboarding Process with Cloud-native Progressive Web App


Staffing & Recruiting


$5.4 Billion

Our client is a global staffing leader that enables job seekers and employers to engage on a common platform. Over the last 75+ years, their services portfolio has expanded to include human resource and management consulting, outsourcing, recruitment, career transition, and vendor management. They cater to organizations in the Science, Engineering, Office, Light Industrial, Education verticals and more.

Challenges: Complex and Manual Business Process to Prospect, Bid, and Kickstart Client Projects

The client’s then-current process was primarily Excel based – requiring the creation of Excel sheets for every new client account which were referred to by multiple stakeholders throughout the project. Defining the Statement of Work and conducting activities related to it required a great deal of documentation creation and transfer. This made the entire process iterative, tedious, time-consuming, and complex. The legacy process challenges included-

Over 200 Excel worksheets referenced for opportunity creation or report generation for each client

Manual intervention at each stage of documentation

New client onboarding and project kick-offs were Excel sheet-based and extremely labor-intensive

Every team member required extensive process training

No unified platform for data entry, storage, updates, retrieval, transfer

Senior executives from the Sales, Software Architecture, Development, and Operations teams spent numerous hours entering data into Excel sheets

Risk of confusion, error-prone documentation, editing without authorization

Disconnect within team members related to client data due to decentralized data storages

Lack of visibility and control over historical data

Solution: Digitization of Business Processes

To keep up with their growth trajectory, global staffing leader needed to both modernize and digitize their internal processes. The Emtec Digital Services team suggested creating a cloud-native progressive web app that could transform their manual procedures into a streamlined and digital process as well as provide a centralized system to store and provide access to all required documentation during their client onboarding. The solution provided the following new features -

Digitized and modern progressive web application for opportunity creation and account enablement

Active Directory (Azure AD) enterprise identity service for single sign-on capabilities

Enhanced application and data security utilizing Role-based Access Control (RBAC) policies

Simplified processes leveraging a common framework and data sets

Master data management for templates and common seed data

Deep integrations with their Salesforce and SharePoint environments


Technical Architecture of the new Progressive Web App

Technical Benefits: Improved Internal Operations and Scalability

The digitization of the project/opportunity process provided unprecedented simplicity, security, and scalability.


Seamless integration with Salesforce, SharePoint, and Azure AD

Wide choice of built-in templates for easy selection and digitization of further tasks

Extensive library of approval workflows

Support for variety of devices and browsers

Keep track of the design, implementation, and operations phases of each opportunity


SSO utilizing the client’s enterprise identity service (AD)

Change control management

Role-based access for extra data security


The new web app solution is available to all stakeholders in the opportunity creation process

It caters to different roles, teams, locations, and business functions as required

By injecting digitization and features of MS Azure, Salesforce, and SharePoint at once, the new solution offers increased scalability as desired

Template-based architecture supports quick client documentation changes and helps introduce new processes when required

Business Impact: Improved Efficiency in Business Processes, Functions, and Teams

Time Savings

Onboarding of new clients and project kickoffs are now easy with account and location-based templates

Simplified opportunity creation process and documentation transfer

Clone, copy data from templates and other opportunities for faster data entry

Minimal professional training required to leverage the new solution

Increased Productivity

One-click opportunity creation and report generation after template selection

Without the need to manually sift through numerous Excel sheets, their Sales, Software Architecture, Development, and Operations teams now have more time in their day for client facing activities

Centralized Client Data Management

The new web app solution acts as a point of intersection for multiple technologies and functionality

The client management is now able to view, manage and control client data with increased digitization

Enhanced business decision making based on accurate and centralized data

Technologies that saved the day

Azure Blob Storage

Want to digitize the account enablement lifecycle for your business?

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