Customer StoriesHR Transformation

Global SaaS Customer Engagement Platform

Gave HR a faster path to a shared services model — and a real-time foundation to build it on.


The Challenge

Decentralized HR operations work — until the organization decides to scale them. Moving to a shared services model meant this company first needed a clear picture of how HR work actually happened across the org. Getting there through traditional assessment and documentation alone would have taken the better part of a year before any implementation could begin.

The business was already moving. They needed a faster foundation.

The Solution

Using Klarity's Coach, the HR team began capturing onboarding processes step by step — including the page navigation, system moves, and deviations that traditional documentation always missed. They had a structured, AI-ready process library in weeks, giving them a foundation to build the shared services model on from day one.

The signals Coach surfaced turned out to be useful beyond just documentation. Team members gained a clearer picture of their own day-to-day work, sharper material for improving manual workflows, and outputs that fed directly into performance conversations.

“Each and everything is getting captured... This is really amazing.”

HR

HR Team Member

Global SaaS Customer Engagement Platform

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Global SaaS Customer Engagement Platform

Global SaaS Company • HR Transformation


Weeks not months

path to AI-readiness accelerated

Onboarding structured

foundation built for shared services

Signals that stick

day-to-day improvements surfaced automatically

Performance review ready

outputs useful beyond process documentation