CASE STUDY

How BayFirst Financial Uses Hire2Retire to Efficiently Solve its Employee Lifecycle Challenges

Superior "First Day at Work"

Identity Provisioning

Timely Terminations

Role based access control

Industry

Finance

Company Size

300-400 Employees

Implemented Solution

ADP to Hybrid AD

Customer

BayFirst Financial

Situation

Whether one is looking to grow a business, manage personal finances, or establish effective savings strategies, BayFirst Financial stands out as a reliable partner in navigating the complexities of financial management. Founded in 1999, BayFirst Financial is a community bank that offers innovative financial solutions tailored to the needs of individuals, families, and businesses throughout Florida and across the United States. Since its inception, BayFirst has grown from a small, independent bank into a top nationwide SBA lender and one of the leading community banks in Florida. Headquartered in St. Petersburg, today it operates 12 banking centers in the Tampa Bay area and employs more than 300 employees to help its customers with their banking needs at every level.

Struggles and Pains

As BayFirst continued to expand and develop into Tampa Bay’s premier community bank, managing employee profiles across multiple locations became increasingly complex. For each employee lifecycle event, the IT team manually created accounts and updated data in Active Directory from its HR system, ADP. Access to resources and third-party licenses was also provisioned and managed manually for every employee. This manual process not only consumed a significant amount of time and effort but also delayed crucial employee lifecycle processes like assigning birth rights and privileges to new hires, removing employee access during termination, and profile updates.

As a customer-focused community bank, BayFirst Financial could not afford to increase security risk to its crucial data due to these manual processes and thus, started looking for the right solution to automate the whole process.

Great 3rd party integration for ADP WFN
ADP WFN is a challenging system when it comes to integrations. We looked at all sorts of different ways to streamline onboarding/autoprovisioning but ultimately landed on Hire2Retire.

Tom J. ( Director, Talent Acquisition)

Great 3rd party integration for ADP WFN
ADP WFN is a challenging system when it comes to integrations. We looked at all sorts of different ways to streamline onboarding/autoprovisioning but ultimately landed on Hire2Retire.

Tom J. ( Director, Talent Acquisition)

Great 3rd party integration for ADP WFN
ADP WFN is a challenging system when it comes to integrations. We looked at all sorts of different ways to streamline onboarding/autoprovisioning but ultimately landed on Hire2Retire.

Tom J. ( Director, Talent Acquisition)

Resolution

BayFirst’s search for an automated solution to its employee lifecycle challenges brought it to RoboMQ, the leading integration platform as a service. RoboMQ helped BayFirst automate its employee lifecycle management by providing white-glove support in implementing Hire2Retire, its comprehensive no-code integration solution. Hire2Retire integration between ADP and Hybrid Active Directory (AD) setup enabled BayFirst Financial to:

Save up to 90% of the IT team's time and efforts on managing employee lifecycle events and identity provisioning.

Keep employee profiles updated and consistent between ADP and AD.

Ensure timely and hassle-free employee termination without security and data risks.

Avoid delays in employee onboarding across multiple locations with real-time access and license allocation.

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.