Digitising People Operations 

23/10/25 11:58

A leading South African cloud communications provider offering unified communications and collaboration services sought to modernise its HR and Partner Enablement operations. Previously, these processes relied heavily on manual documentation and spreadsheets, creating inefficiencies and limiting visibility across departments. Manual interventions were frequent, reducing transparency and making compliance management difficult.

Business Challenge

The organisation’s HR operations were largely managed through Excel-based workflows. This created data inconsistencies and compliance risks, with recruitment, onboarding, and partner training managed through separate spreadsheets and checklists. The result was fragmented data and an inconsistent experience for employees and partners alike.

The organisation aimed to:

  • Strengthen compliance: Digitise HR documentation and policy acknowledgements to improve auditability.

  • Improve efficiency: Automate manual HR processes, from onboarding to document management.

  • Enable scalability: Implement systems capable of supporting organisational growth.

  • Enhance experience: Provide employees with self-service access to HR and training resources via a unified platform.

Solution Overview

To achieve these objectives, a comprehensive HR technology uplift was delivered using Zoho People, Zoho Recruit, Zoho Sign, and TrainerCentral to establish an integrated and scalable HR and Partner Enablement ecosystem.


Zoho People
The implementation replaced spreadsheet-based processes with a centralised HR information system to:

  • Maintain an employee directory and reporting structure.

  • Digitally manage onboarding and offboarding workflows.
  • Centralise policies and documentation with acknowledgement tracking.
  • Support performance and development through goal setting and feedback tools.
  • Enable engagement surveys (eNPS) to measure sentiment and engagement.

Additional configurations included:

  • Automated HR letter workflows with e-signature flows.

  • Equipment allocation forms to track company assets.

Zoho Recruit
Recruitment was standardised through:

  • Candidate tracking and hiring pipelines.

  • Automated offer letters and contracts via Zoho Sign.
  • A vendor portal for collaboration with external recruiters.
  • Seamless conversion of successful candidates into Zoho People records.


TrainerCentral
Deployed as a partner training and enablement platform integrated with Zoho CRM to:

  • Provide a branded learning portal for structured onboarding.

  • Enrol new partners directly from CRM.
  • Deliver assessments, certifications, and feedback.
  • Track partner progress and certification through dashboards.

Implementation Outcomes & Next Steps

The implemented solution has delivered measurable improvements:

  • Automation of HR operations across recruitment, onboarding, and policy management.

  • Improved visibility into headcount, onboarding, and compliance tracking.
  • Centralised documentation with digital signing and audit trails.
  • Streamlined partner onboarding and certification management.