Case Study: Large Financial Institution manages HR crises efficiently with Neocase Software

How Neocase can prepare global companies to manage a crisis efficiently and effectively

Large Financial Institution, a global financial services group with 50,000+ employees across more than 30 countries, needed a better way to manage HR requests across regions and time zones. Before working with Neocase Software, the company relied on PeopleSoft HCM but lacked a centralized platform for employee HR inquiries, shared knowledge, and SLA tracking.

Neocase Software implemented Neocase HR case management, knowledge base, and workflow automation to create a centralized HR service hub, including crisis-specific intake and reporting during COVID-19. The company efficiently handled 4,500 COVID-19-related inquiries, introduced five new crisis-response processes, improved daily decision-making with custom reporting, and reduced crisis meetings from daily to twice weekly while keeping employee communications and case history in one place.