Sara Loe
President & Principal Consultant of Sunhris, LLC
Meet with co-founder of behavioral & performance analytics software for partnership development
Update invite for remote demo
Prep update on integration design; service partner identified to lend expertise
Create scripts and agenda for requested software demonstration
Discovery calls for integrations / middleware as potential to connect 5 systems
Project status update with team
Review notes and action items from last week's configuration analysis calls
Finish payroll/time system market scan and present recommendations to client
Call payroll/time software vendors for pricing and implementation timeline
Schedule call to explore integrations option to bridge 4 systems
Provide guidance on configuration analysis call with vendor and client
Finish round 1 data collection 📋
Review project plan and expectations with internal team to further support client
Distribute integrations workflow diagram to team for validation
Upload earnings & deduction codes for client validation
complete market scan of payroll/time system
schedule configuration analysis calls
draft integrations workflow envisioning how to connect 3 disparate systems
Prep earnings & deduction code detail for import
Presented how to select the right HRIS to crowd of 90 people at HR Workshop
Explore a new partnership opportunity!
