Resource
Overview
After an unexpected acquisition of its long-time payroll vendor, a fast-growing medical practice lost access to the reliable support it had depended on for over a decade. The organization had been operating under a PEO model, which offered limited visibility and control. Once the vendor changed hands, that structure quickly unraveled. Reporting capabilities disappeared, critical data became inaccessible, and leadership had to act fast to avoid disruption.
Collaboration Software Partners (CSP) stepped in with speed, precision, and a personalized approach. The result was a seamless transition to a scalable, integrated payroll and benefits system. Not a single paycheck was missed, and employee confidence remained intact.
Employee Count: 125
Industry: Medical Practice
Time to Implementation: 60 Days
The Challenge
The medical practice had been with the same payroll vendor for over ten years under a PEO structure. Although the arrangement had worked for some time, it was inflexible and made it difficult to access or adapt data. When the vendor was acquired, service deteriorated rapidly. Overnight, reporting capabilities disappeared, data became inaccessible, and internal teams were left with manual workarounds.
Key Hurdles:
- Loss of critical reporting functionality
- Inability to adapt or manipulate reports for operational needs
- Disconnected systems for payroll, benefits, and accounting
- Urgent timeline with no room for payroll delays or errors
A Tailored Solution
CSP delivered a flexible UKG Ready implementation designed around the client’s immediate needs. With expert support, the rollout happened quickly and cleanly, with every system and stakeholder accounted for.
Solutions Included:
- Integrated payroll and benefits administration
- Custom dashboards for real-time reporting
- Direct integration with QuickBooks for accounting
- Ongoing support from a dedicated team
- Seamless benefit provider connections and year-end form processing
The client described the transition as "surgical" in its precision and ease.
Key Business Outcomes
CSP’s engagement went far beyond implementation. It led to measurable improvements in accuracy, efficiency, and team capacity.
Implementation Excellence
From day one, CSP’s team operated as an extension of the client’s staff. Implementation leaders didn’t just listen, they anticipated, advised, and executed. The entire process, from planning through go-live, was designed to minimize stress and maximize trust.
- Hands-on go-live support throughout rollout
- Clear project tracking and documentation
- Cross-functional fluency in HR, benefits, accounting, and IT
- Rapid adoption with minimal need for retraining
Why CSP?
CSP didn’t just deliver a product. They delivered peace of mind.
Unlike providers that impose rigid platforms or one-size-fits-all PEO structures, CSP offered a flexible, client-first model. Rather than forcing the organization to conform to limited tools or reporting templates, CSP adapted the system around the practice’s needs and gave them full control.
The Result?
A seamless transition away from a rigid PEO model to a scalable, integrated payroll and benefits system—with improved visibility, control, and peace of mind.
