An HR SaaS Company Became a Trusted Partner Through Data-Driven ONA Insights

SaaS | Confirm HR

August 2022

Project Overview

The Challenges: Empowering the Client to Unlock Their Full Potential

The Solution: Guiding the Client to a Repeatable Success Model

The Results: The Client’s Transformation in Action

Key Takeaways: The Client as the Hero of This Journey

FAQ's

Project Overview

4 Weeks | $550USD est

When an HR SaaS company specializing in Organizational Network Analysis (ONA) set out to better serve their clients, they recognized the need to enhance how their Customer Success Management (CSM) team delivered insights.

Their challenge wasn’t lack of data—it was translating that data into compelling, actionable reports for their HR clients.

That’s when they brought me in to guide them through creating a more structured, efficient, and impactful analytics process.

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The Challenges: Empowering the Client to Unlock Their Full Potential

The client demonstrated initiative and leadership in addressing three core challenges:

📉 Limited Analytics Expertise

The CSM team needed help translating ONA data into quick, meaningful insights.

They lacked confidence in presenting findings to clients due to limited technical knowledge.

🕒 Time-Consuming Reporting

Identifying actionable takeaways was taking too long, delaying client engagement.

Report preparation consumed significant internal resources, limiting bandwidth.

🔍 No Standardized Process

Without a framework to consistently interpret ONA data, client reporting lacked structure.

The absence of guidelines made it harder to scale successful reporting practices across teams.

The Solution: Guiding the Client to a Repeatable Success Model

To help the client take full ownership of their data and become more efficient, I worked closely with their team to build a tailored solution that delivered both speed and impact.

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Collaborative ONA Data Review - I worked closely with the team to uncover hidden influencers using employee voting data, identify informal mentors within teams, and detect isolated groups and communication breakdowns that were impacting collaboration.

Building a Repeatable Framework - I guided the client through designing a repeatable, scalable process that helped them extract actionable insights from ONA reports, craft compelling client narratives, and deliver faster and more impactful presentations.

The Results: The Client’s Transformation in Action

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⏱️ 30% Faster Report Delivery - Reduced reporting turnaround from 10 days to just 7 days.

📈 25% Faster Identification of Team Silos - Clients improved speed in identifying communication gaps and hidden influencers.

💡 20% Increase in Actionable Insights Generated Per Report - The team surfaced more key insights per client engagement.

📊 40% Boost in Client Presentation Efficiency - Presentations became faster to prepare and more concise, helping clients act quicker.

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Key Takeaways: The Client as the Hero of This Journey

The client successfully revamped their reporting process and delivered more value to HR clients.
Their CSM team emerged as trusted advisors, thanks to sharper insights and faster turnaround times.
By taking ownership of the process, they reinforced their status as a strategic HR partner.