How The PSC Saved 70% of Onboarding Time and Eliminated Manual HR Processes
Blog: Blog | Process Street | Compliance Operations Platform
The PSC is a leading UK public relations and communications consultancy specializing in strategic communications for the property, planning, and built environment sectors. With a growing team supporting high-profile clients across the industry, maintaining efficient HR operations became critical to their success.
The Challenge: Drowning in Spreadsheets and Mental Checklists
Their pain points were numerous:
- Version control nightmares: When multiple team members had spreadsheets open simultaneously, conflicting versions would be created, requiring manual reconciliation
- No automated reminders: The team had to track all deadlines and follow-ups mentally
- Knowledge trapped in individual minds: Critical processes existed only in team members’ heads, creating a risk during handovers
- Scattered information: Training planning, recurring meetings, and compliance tasks had no documentation; everything was kept mentally
- Impossible scalability: Managing three simultaneous onboardings meant opening three separate Excel files, manually updating each one independently
How difficult was knowledge transfer before Process Street?
“All our checklists lived in Excel, so everything had to be updated manually. You had to remember what was done, check nothing was missed, and keep all the timings in your head. When I was about to go on maternity leave, it became clear that the process lived in my head and nowhere else.”
The Solution: A Single Source of Truth for All HR Processes
The PSC’s Finance team had already successfully begun using Process Street, prompting the HR team to explore the platform. Working with Process Street’s implementation team, they transformed their Excel spreadsheets into automated, intelligent workflows.
The implementation focused on several key areas:
- Employee Onboarding & Offboarding: Complete checklists with date-based triggers, automatic reminders, and Slack integration ensured nothing fell through the cracks.
- Recurring Tasks: Monthly meetings, quarterly development reviews, and compliance tasks were converted to scheduled workflows that run automatically.
- Training Planning: The entire training planning process, from initial scheduling to post-event follow-up, was documented step by step, with date-dependent triggers.
- Centralized Dashboard: All active checklists became visible in a single HR report, giving the team instant visibility into every open task across onboarding, offboarding, training, and compliance.
What made the handover possible?
“Because so much of our work was set up virtually, I could confidently hand things over and know they’d be handled. By the end of my last week, I barely needed to step in, which is exactly where you want to be. Process Street made that possible.”
Naomi Bautista
Human Resources Coordinator
The PSC
Katarina Klobasa, who took over as HR Advisor during Naomi’s maternity leave, experienced the transformation firsthand: “Everything was very neatly set up and things were running. I just needed to get up to speed and jump into that as soon as possible. It was all there, step by step, clearly explained. I got due date reminders and notifications that certain tasks needed to be done immediately or that week.”
How did Process Street change your daily work?
“I go into my HR report and can see all open checklists in one place. I don’t forget anything the way I could with Excel. Whether I have five or fifteen checklists open, everything is visible and nothing falls through the cracks.”
The Results: Dramatic Time Savings and Bulletproof Continuity
The PSC achieved measurable improvements across every HR function:
- 70% time saved during onboarding handover: New HR team members could become productive immediately instead of spending months learning undocumented processes
- 70% time saved on new recurring tasks: Implementation of previously undocumented processes (like development reviews) became instantly scalable
- 30% time saved on training coordination: Automated reminders and step-by-step checklists eliminated the “forgot to ask for dietary requirements two days before” scenarios
- 20% time saved managing multiple simultaneous onboarding: A Single dashboard view eliminated the need to open, update, and reconcile multiple spreadsheets
- 20% time saved on information retrieval: Team members could search workflows to find process information instantly instead of hunting through folders or asking colleagues
Beyond time savings, The PSC achieved critical qualitative improvements:
Eliminated mental burden: “It’s great to have things like the dates—you can put the date of the training course and then obviously all the other actions can just flow from that date. It’s like, ‘Okay, this needs to be done a month before the date, this needs to be done two weeks before,'” Naomi explained. “When you actually see it written down, there’s actually so many things we need to do. How were we mentally keeping all that in our heads?”
Built-in contingency planning: “If during Naomi’s maternity I would suddenly not be able to come to work, the most important things would continue and no tasks would be forgotten,” Katarina noted. “That was significantly important for business continuity.”
Prevented costly errors: The centralized system eliminated the risk of forgotten accounts, unused software licenses, and security vulnerabilities that could slip through with manual tracking.
Created scalability: The team can now confidently handle three, five, or ten simultaneous onboardings without additional administrative burden.
What’s the biggest impact Process Street has had?
“In my first three months after Naomi left, it saved me about 70% of my time because I always knew where the information was. Without the checklists, onboarding would have required walking through every step manually. The workflows saved a huge amount of time.”
From HR Firefighting to Strategic HR Management
The PSC transformed from reactive HR administration to proactive HR management by implementing Process Street. The platform eliminated manual spreadsheet juggling, captured institutional knowledge, and created a foundation for continuous improvement.
Most importantly, the HR team can now focus on strategic initiatives rather than administrative firefighting. As Naomi noted, “There’s definitely a lot more from Process Street that we could be using that would save even more time. There’s still so much more opportunity to become even more efficient as we’re learning more.”
With their core HR processes systematized, The PSC continues expanding its use of Process Street into project management and cross-functional workflows, confident that the same efficiency gains will scale across the entire organization.
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Note: Our solution is powered by AWS and uses these AWS services: Amazon Bedrock, Lambda, SQS, API Gateway, S3, CloudFront, Elastic Beanstalk, WAF, ELB, RDS Multi-AZ, EC2 and ElastiCache for Redis. Process Street serves as the intelligent orchestration layer, where AWS AI services power the advanced reasoning and data processing that turns policies into workflows, and then enables workflow automations, intelligent document processing, and reasoning. Specifically, ProcessStreet’s GenAI capabilities are used to ensure that customers’ policies align with their workflows and that change governance mechanisms control how tasks are updated to achieve compliance in an automated manner. This creates a closed-loop system where AI directly triggers and guides actionable workflows.
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