Three Steps to Process Integration: Payroll, Accounting and Customer Service

By Gaynor Matthews, Lead Generator May 27, 2022 Categories:

Integration is proven to increase productivity and profitability amongst service contractors.

Are you running off spreadsheets? Entering payroll information manually? Experiencing user error and losing visibility into contract budgets?

We’re sharing three steps to improve these processes with workforce management solutions that bring together all aspects of your business within one system so you can deliver better all-around service to your customers.


Doc Cleaning improves productivity and profitability with TEAM Software solutions.

Step One: Evaluate your needs.

Before taking steps for change, consider what your granular needs are. Here are some common challenges we’re seeing in your industry.

  • Time and attendance: Manual tracking of your workforce, their rosters and their assignments.
  • Payroll and billing accuracy: Losing control of costs and efficiencies and jeopardizing good standing with employees.
  • Compliance: Non-compliance leading to financial and regulatory risk.
  • Evidence of service: Inability to provide certifiable proof of delivery that services were completed to scope.
  • MI visibility and accuracy: Lack of insight into credible data for your contracts, operations, employees and reporting.

In too many cases, each of these business-critical functions are managed in separate systems or in paper-and-pencil methods, leaving a lot of room for error by manual data keying. To fix those errors, businesses resort to manual intervention, especially when measures of dispersion or central tendency are in separate formats.

This way of working is having long-term side effects to your business operations, starting with slower reporting and reactive business decisions. With a solid understanding of your current processes (and the challenges they present), you can effectively decide how you need to make improvements.

Step Two: Consider change management for process integration.

Making process improvements is not without growing pains. It’s common to be apprehensive about change. Approach any new opportunity as a chance to experience a new way of working. In most instances, implanting a software solution to help improve processes lends itself to employee satisfaction through ease of use and new benefits. It’s important to focus on the resources to be gained when considering an integrated software solution.

Pro tip: Change management can be a hurdle for companies when looking to implement a software solution or bring together current solutions. Check out our comprehensive paper on keys to successful implementation.

Step Three: Implement a workforce management solution with integrated data.

A global workforce management solution (like Timegate) answers the challenges facing your business, beginning with gaining end-to-end visibility over payroll, contract budgets and workforce data.

Key benefits:

  • Scales as you grow, with processes that scale whether you have a workforce of 100, or a workforce of thousands.
  • Gain departmental reporting, from payroll, to accounting to customer service.
  • When changes or requests are made from the field, they’re automatically work flowed for approval, supporting operations accuracy.
  • Timesheet accuracy improves as time and attendance is checked against budgets entered in the software.
  • With all business information housed in a centralised place, you can quickly and easily provide evidence of work to your clients and reduce the time it takes to answer queries as they come up.
  • Through improved management information (MI) you can redirect resources from time-intensive administrative tasks to contract-critical operational needs.

“It’s clear that technology and automation can only enhance our offering to both our clients and our employees in the future.” – Jamie Bull, Financial Director, DOC Cleaning

Start integrating your processes. Let’s talk about it together.