Case Study: Paylocity Achieves Faster, More Efficient Due Diligence with DealRoom

How Paylocity eliminated Excel trackers and started managing due diligence efficiently using DealRoom

Paylocity, the all-in-one HR software platform, used DealRoom to streamline its due diligence process. Before adopting the platform, the corporate development team relied on Excel trackers, which created confusion over version control, security concerns, and time wasted chasing emails and deliverables.

With DealRoom’s pre-built templates, request tracking, secure data storage, permissions, and task assignment features, Paylocity replaced much of its spreadsheet-based workflow. DealRoom helped the team complete integrations 4 months faster, save an average of 3 to 4 hours per day during diligence, and cut Excel tracker usage by 50%, while improving accountability across teams.

Paylocity