Services — HCM Optimized

01

HCM Platform Advisory

Existing HCM, HRIS, or payroll client trying to get more out of the platform — or prospective client evaluating whether a core HCM, outsourced HR service, or PEO model is actually the right fit? We've sold and implemented across all three for decades.

→Contract review and renewal negotiation strategy
→Module optimization (benefits, onboarding, time, performance, learning)
→Outsourced HR services vs. in-house evaluation
→PEO vs. standalone HCM analysis
→Implementation oversight and project rescue

02

HCM Platform Selection

Comparing ADP, Paychex, Paylocity, UKG, Rippling, and others? We map your requirements against what each platform actually delivers — not the demo version. No platform loyalty, no exclusive relationships.

→Requirements definition and RFP creation
→Vendor demo scripting and evaluation scorecards
→Total cost of ownership modeling (3-year, 5-year)
→Contract review before you sign
→Implementation readiness planning

03

PEO Selection & Placement

A PEO can be transformative for the right employer — consolidating payroll, benefits, workers' comp, and HR compliance into one relationship with real scale advantages. A PEO can also be a poor fit if the economics don't work, if you're placed into the wrong program, or if you're not operationally ready. We help you figure out whether a PEO makes sense and, if it does, which one actually fits.

We've sold, implemented, and unwound PEO relationships across every major provider. That means we know the real differences between programs — master health plans vs. open market, carrier access, service model depth, technology quality, and how renewals actually move — not just the pitch.

→PEO readiness assessment — is this actually the right move?
→Side-by-side PEO comparison (ADP TotalSource, Insperity, TriNet, Paychex, Justworks, and others)
→Master health plan vs. open market benefits evaluation
→Total-cost modeling: PEO fees vs. standalone HCM + broker + carriers
→Renewal negotiation support and year-over-year rate review
→Exit strategy and PEO-to-HCM transitions when it's time to leave

How We Work

Before, during, and after — we're at the table.

Before You Sign

Requirements, RFPs, demos, contract review, total-cost modeling, PEO vs. standalone analysis. The goal is a decision you won't regret in month three.

During Implementation

Implementation oversight, configuration guidance, project rescue when timelines slip. We make sure what you bought is what actually goes live.

After Go-Live

Module optimization, renewal negotiation, PEO rate reviews, switching analysis. Ongoing support on the decisions you'll face year after year.

Engagements are structured through partnerships with current or future HCM vendors — we invest in YOUR partnerships to get you the very best out of your technology.

Not sure which one fits? Let's talk.

Every situation is different. A 30-minute conversation is usually enough to scope the right engagement.

Schedule a Consultation

What we help mid-market employers actually solve.