Pay Dashboard
Taking on new business is great news for any payroll provider - especially if the new client is a large organisation. Just how should bureaux prepare, and what needs to be in place to ensure a streamlined and efficient onboarding process?
Landing a large client is a great win for any payroll bureau - particularly when it's the bureau's first. But what goes on behind the scenes? What needs to change to ensure the new client (and others) are given the service that they expect? What measures need to be put in place to ensure that both internal mental shifts and outward process changes will align with the needs and expectations of the firm as they continue to onboard bigger, more complex clients? These are crucial considerations for bureaux in the midst of a growth trajectory.
We asked Paul Hammond, National Payroll Director at BDO the best approach to onboarding large clients from the perspective of someone who has, for 20 years, managed the entire onboarding process from inception to completion. This short, 20-minute video includes some great insights from Paul, as well as questions from the audience that Paul was able to address.
Who should watch?
Anyone working within payroll services who is interested in winning that next big client and growing their bureau.
