AllianceHCM, known for its high-touch, personalized payroll and HR platform, had already built a strong reputation for service. However, with demand growing and complexity increasing, the team needed a more scalable and connected approach to onboarding — one that could match its growth objectives without compromising the quality that set it apart.

  The Customer

AllianceHCM is a leading U.S.-based human capital management (HCM) provider that delivers a fully integrated platform for payroll, HR, benefits, onboarding, time tracking, and expense management, backed by high-touch, personalized service. 

They serve organizations across industries, including: accounting, restaurants, manufacturing, healthcare/dental practices, retail and wholesale, transportation, logistics, financial services, recreation, and hospitality. 

  The Challenge

AllianceHCM's onboarding model was effective, but it relied heavily on manual coordination, siloed tools, and frequent back-and-forth communication between sales, implementation, and clients. As the company scaled, this model risked introducing delays, missed details, and inefficiencies that could impact the client experience. The leadership team recognized the need to modernize the onboarding process and set the foundation for long-term growth, without losing the high-touch service clients expect.

  The Solution

Setuply delivered a purpose-built onboarding platform that seamlessly integrated with AllianceHCM’s automatic platform for managing projects. It has automated and systematized onboarding workflows — centralizing tasks, documents, and communications — while real-time dashboards give both internal teams and clients unified visibility and control.

  The Result

AllianceHCM has increased internal team capacity and strengthened client engagement. The connected experience delivered by Setuply makes onboarding more transparent, collaborative, and efficient, not only improving internal operations but also enhancing the way AllianceHCM’s clients experience the start of their journey.

Gaining Greater Visibility Into Project Progress 

Salesforce had long been central to AllianceHCM’s operations, supporting core business processes and serving as the system of record for sales and marketing. But once a deal closed, project tracking shifted to a patchwork of emails and spreadsheets, leaving implementation teams without a cohesive, real-time view of onboarding progress.

“Before Setuply, we relied on spreadsheets and constant email exchanges,” said Courtney Grimm, Senior Solutions Architect at AllianceHCM. “Now, with a centralized portal, clients can engage directly and complete tasks faster, which has helped us accelerate task completion by 80%.”

While AllianceHCM had a strong foundation in place, the growing volume and complexity of onboarding projects highlighted a need for more structured visibility, accountability, and collaboration, both internally and with clients.

Setuply brought everything together in one place, making it easier to manage onboarding, collaborate across teams, and deliver a more connected client experience.

A Seamless Integration that Changed Everything

Setuply’s deep integration with Salesforce introduced a seamless handoff between sales and implementation, replacing fragmented communication with a centralized, action-oriented platform. Teams can instantly access any onboarding project and understand what is complete, what is at risk, and what may need immediate attention.

"Setuply gives me real-time visibility across all projects. I can quickly see what’s at risk, what needs attention, and where we’re making progress, which makes it easier to lead proactively.”

The platform enables task assignments, automated reminders, and milestone tracking, all within a single system, reducing email noise and ensure nothing falls through the cracks. Document controls, client checklists, and audit trails have further streamlined operations and improved alignment across departments.

Clients, meanwhile, have access to their secure onboarding portal, an intuitive interface that displays the status of their projects, upcoming milestones, and action items in real-time. This has resulted in a more engaged and proactive client experience from day one.

“Clients appreciate having a clear, centralized space to see what’s needed and when. It removes the guesswork, eliminates back-and-forth, and keeps everything moving forward.”

The clarity on the client side has unlocked new efficiencies for the implementation team.

"Setuply introduced the structure we needed to stay ahead. It reduced delays, improved alignment, and gave our team more time to focus on delivering value."

Speed, Engagement, and Strategic Storytelling 

Setuply’s impact has been both immediate and ongoing. Task automation and standardized workflows have accelerated project delivery. Dashboards provide a level of operational clarity that empowers managers to act more quickly and effectively. Most importantly, the transparency enables deeper client engagement and stronger collaboration throughout the process.

As Grimm notes: “Now that we’re using a centralized client portal for client tasks and a data repository, communication is faster, clearer, and more efficient.”

Just as important, Setuply provides AllianceHCM with the flexibility to adapt.

“Setuply scales with us. As our business evolves, we’re able to customize templates and adapt workflows without adding friction.”

Laying the Groundwork for Long-Term Success

With Setuply, AllianceHCM isn’t just onboarding clients more efficiently; it’s shaping the entire post-sale journey into a repeatable, scalable success story.

“Setuply helps us turn every client story into a success—starting strong with onboarding and continuing through every phase of the relationship,” said Grimm.