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CASE STUDY

How Cercano Management Automates the Employee Lifecycle Management Process with Hire2Retire

Role-Based Access Control
Superior "First Day at Work"
Timely Terminations
Identity Provisioning

Industry

Company Size

100 Employees

Implemented Solution

Customer

Situation

When financial moves worth millions of dollars happen, it’s important to get every detail right. That’s why many high-net-worth investors trust Cercano Management, a privately held investment management firm based in Bellevue, Washington. Cercano provides top-of-the-line investment advisory services to individuals, family foundations, and charitable organizations, specializing in high-value financial deals. Since its foundation in 2003, Cercano has invested across all stages of corporate development.

Struggles and Pains

With three offices across the United States and one in Singapore, Cercano Management struggled to efficiently organize and update employee profiles between BambooHR and Azure AD. Delays caused by overburdened Sysadmins left new hires stuck waiting to be provisioned with key system access and a negative first day of work experience. A lack of timely access removal upon termination created security risks for high-value clients’ confidential data and personally identifiable information. Cercano management needed to find a solution that could reduce the burden on their Sysadmins and ensure proper employee data synchronization while also providing top-of-the-line data security. After reviewing the different options available to them, one solution rose to the top: Hire2Retire by RoboMQ.

Resolution

RoboMQ implemented Hire2Retire as a fully automated employee lifecycle management and identity provisioning product for Cercano Management. Hire2Retire provided Atlanta Habitat for Humanity with automated, end-to-end, no-code data integration between BambooHR and Azure AD, automatically syncing data between the two platforms upon an employee lifecycle event happening. Thanks to Hire2Retire, Cercano Management could:

Provide a superior “First day of work” experience to new hires with pre-boarding and auto-provisioning.

Eliminate security risks through timely automated access removal upon terminations.

Keep employee profiles consistent, accurate, and updated between BambooHR and Azure AD.

Free Sysadmins from time spent on manual processes to optimize efficiency and save money.

Want to learn more?

Ready to join the wave of companies automating their employee lifecycle management processes with Hire2Retire? Schedule a demo call with us today to see what Hire2Retire can do for your business. 

RoboMQ is not affiliated, associated, authorized, endorsed by, or in any way officially connected with any of HR systems that it provides integration with and are mentioned in this case study. All product and company names are the registered trademarks of their original owners. 

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