1. Customer profile
- Industry and workforce size
- Operational model (single-site or multi-site)
- Primary compliance and payroll needs
Authority Layer
Case Study Template
Use this structure to turn customer outcomes into proof-driven sales assets without inflated claims.
2. Starting challenges
- Attendance data quality before onboarding
- Manual payroll dependencies and delay risk
- Approval and audit visibility gaps
3. Implementation approach
- Onboarding timeline and owners
- Policy setup (attendance, leave, roles)
- Employee import and first payroll export milestone
4. Measured outcomes
- Attendance closure time improvement
- Payroll prep time reduction
- Manager and HR adoption indicators
5. Governance evidence
- Audit log checkpoints used by leadership
- Role-based controls in active use
- Data protection and retention controls applied
6. Expansion path
- Plan upgrade triggers
- Add-ons adopted and why
- 90-day operations roadmap