Case Study: OneDigital achieves faster PEO handoffs and unified operations with Zennify and Salesforce FSC

OneDigital cuts sales-to-implementation handoffs by 72% with Zennify

The customer, OneDigital, a national leader in insurance and HR consulting, faced significant operational complexity after expanding into the PEO space through acquisitions. Their challenge was a multi-platform operating model that created manual handoffs, limited visibility, and data quality issues across 22 departments. They partnered with the vendor Zennify to implement a unified solution on Salesforce Financial Services Cloud.

Zennify's solution consolidated all operations onto Salesforce FSC, automating handoffs, centralizing case management, and integrating Box for document management. The results included a 72% faster sales-to-implementation handoff and the unification of over 500 users on a single platform, providing real-time visibility and a scalable foundation for future growth.

OneDigital