Isolved Case Studies

[Oswald Lemus]

Forsmall and midsized organizations, maintaining HR agility is key to business survival. A one-size-fits-all approach to HCM is not always feasible for SMBs that require solutions that can scale as needs change through the growth of operations. Many vendors do not allow for modular deployments, which can negatively impact adoption rates and add unnecessary complexity to implementation and day-to-day use.

isolved is a provider of HCM software, delivered through modules in its People Cloud platform. With deep initial expertise in payroll and timeclock solutions, the vendor has expanded its offerings to cover areas including core HR, workforce management, talent, people analytics, and HR service delivery. isolved continues to focus primarily on the small and midsized market but has demonstrated successful application of the People Cloud in upper midmarket and enterprise use cases. The modular nature of the platform allows for greater scalability, enabling organizations to deploy capabilities at their own pace. This contributes to better ease of use and adoption rates.

It is an independent study, conducted by a highly reputable analyst firm that specializes in the HCM and HR Services space. As such it can be used confidently to demonstrate the positive impact of using isolved People Cloud and HR services on an organization. The methodology used by the analysts is fully approved by the National Association of State Boards of Accountancy (NASBA) and so conforms to industry best practices for independent ROI studies.

Nucleus Research analysts conducted in-depth interviews with customers over some time to understand their business, their challenges, and the impact (financial and otherwise) of being an isolved customer.

Preparing for a 401(k) audit is a process that most HR professionals dread. The time and resources that go into it is one of the main reasons why many organizations leverage 401(k) administration services.

MMI-ES is a global and established leader in the design, engineering and development of advanced composite solutions for the automotive, heavy truck and agricultural industries. They have a workforce of more than 250, mostly-full-time employees working out of their Saline, Michigan-based corporate headquarters and facilities in Warren, Michigan and Monterrey, Mexico. MMI-ES has been working with isolved since 2019 to help elevate their processes from manual and transactional to automated and strategic to accommodate rapid growth. They were featured in a previous case study where Chappel went into detail about the results they experienced.

In addition to 401(k) administration, MMI-ES leverages the following isolved solutions: HR & Payroll, Benefits Enrollment & Administration, direct to carrier feeds, I-9 processing, Work Opportunity Tax Credit administration and according to Chappel, will soon be adding Time & Labor Management.

Independent analyst firm 3Sixty Insights interviewed Kensington Bank Vice President of Human Resources Connie Isaacson to learn how the seven-location financial institution is evolving toward full employment empowerment. The case study details how Kensington Bank is working with isolved and isolved Network partner AssetHR to enable strategic HR.

Isaacson shares how Kensington Bank received a 300 percent return on investment by replacing old approaches to support a more modern employee experience through technology maximization. In the process, Kensington Bank experienced an 85 percent reduction in time spent completing annual enrollment, a 75 percent weekly drop in time spent responding to employee inquiries and an 85 percent decrease in compliance tracking efforts - all while meeting the higher expectations of today's modern workforce.

I hope all of you are doing well in life and your preparation must be on track. Some of you will be doing great and some of you must be struggling with the studies. I am sharing some strategies with you guys. I hope this will be of some help atleast.

CFA Curriculum Mobile App: At the same time, I downloaded CFA curriculum on my mobile phone and I used to skim it after each chapter read in order to get anidea about the main theme of the chapter. This helped me a lot to understand those topics which I was not able to understand from schweser. The app helped me to study anywhere like travelling, in washroom, in social gatherings etcJ

CFA Candidate Resources: 1st May, I started doing CFA Online Exams for practing PM Part from cfa website. I used to do 4-5 vignettes every day. I solved few case studies twice and thrice as well

CFA Morning Exams- I gave my first CFA morning exam on 5th May and I started with 2011. I solved from 2010- 2015 exams .I used to give exam after every 3rd or 4th Day and I was able to solve all exams 5 days before the exam.

There is only one strategy for the morning exam, practice and practice. Print out the exam, choose the pencil or pen which you like to use on exam . Make yourself time bound for each exam and see how much you are able to solve it.

Maintain Excel sheet for all morning and CFA Online case exams. Write the score against each question in excel and see whether you are improving by each exam or not. If you are not improving you need to brush up few concepts from the book.

For ethics, it has been my weakest part and I have always scored less than 50 % in all CFA exams. What I did, I study from Schweser and did all the examples from the CFA book. I used to do 2-3 Cases of ethics from different sources. I completed all questions of Schweser exams, End of book questions and cases and I used to look at the wrong answers. It improves my ethics day by day and I finally able to manage to score above 70 percent first time in my life. There Is no other strategy to excel ethics. I felt at ease in the exam.

Thanks for the comments. For Ethics, your struggles were most likely related to English not being your first language. There are subtleties in the wording in the cases that can be difficult to pick up for those who to not use English in their life every day, or as often or long as a primary English speaker.

Not only with Ethics. There are problems for me as non-native English speaker with BF and GIPS as well. Unlike level 1 and level 2, level 3, IMO, is a bit more favorable to those who speaks English fluently and are able quickly to understand what is requested in AM questions. For rest of us, more practicing may cancel this negative language effect. More cognitive errors (LOL!) we make at home, less we would make on real exam.

Presented by Michelle Fleckner, Platinum Group

Is your company having a hard time attracting top talent? Take a look at where your company is at. Are you using outdated HR practices or overwhelmed with the array of recruiting platforms? Does potential employees find your organization attractive?

Presented by Michelle Fleckner, Platinum Group

Do you find yourself looking for a certain document, but can't find it due to having papers and files scattered across your office? Or trying to stay on top of employee certifications, trainings, performance reviews and more? Managing employee data can be stressful!

Presented by Michelle Fleckner, Platinum Group

As a company are you experiencing a high turnover rate? Organizations have to dig deep to find the root cause of why employees are leaving. Is it personal reasons, nature of the job, poor management or substandard pay and benefits?

Presented by Michelle Fleckner & Danielle Diaz, Platinum Group

The hospitality industry faces a number of challenges in regards to finding employees, managing HR demands and processing diverse payroll rates. Platinum Group understands the pressures of meeting minimum wage compliance, to labor allocation (e.g., front of house versus back of house), to tax credits and beyond.

Presented by Michelle Fleckner, Platinum Group

Organizations must provide elements to employees that keep them engaged along with building a loyal bond employer and employee. When employees are engaged, moral is high and productivity is even greater. Employees are valuable assets, not liabilities to your business.

Presented by Ken Kaplan, Kaplan CFO Solutions

This seminar will explain the dilemma business owners face between the desire to minimize paying income taxes vs. the need to report strong profits.

Presented by Patrick Gibney, Personal Safety Inc.

Personal Safety Training Incorporated (PSTI) will provide us with an overview of what workplace violence is an the current picture of workplace violence across the United States. PSTI will share insight from their hundreds of clients across the public and private sectors why workplace violence is on the rise.

This webinar will have something for everyone who has a retirement plan or is considering a retirement plan! We all want to retire one day. Learn from other local business case studies to see how your business can improve what you currently have in place.

Presented by Jessica Knox, PNC Bank

It's no secret: The number and complexity of fraud schemes perpertrated against business checking accounts is continuing to grow. Can you company prevent this type of attack?

We've all heard the term "cash is king" and this couldn't be more true in the craft beer industry. There are numerous financial mistakes startups and even existing brewers make on a regular basis that put them in a bind during their most critical time for growth.

When companies are in growth mode, compliance with human resources laws often is not top of mind. However, one mistake regarding how an employee is paid; mishandling a discrimination or harassment complaint; or asking the wrong questions in an interview, can be extremely costly for a growing company.

Conflict so often looks at the tactics of how we carry ourselves when something goes wrong. Very rarely are we challenged to take a good look at ourselves and figure out if we are the source of the conflict, or at least contributing to it.

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