“AwesomeDocs reduced workload by 30-40%."

The Delta Companies

The Delta Companies came to Kyloe for advice after experiencing frustrations related the length of time it was taking to create documents to send to facilities and healthcare providers. The solution? 'AwesomeDocs' for Bullhorn, complete with DocuSign integration.
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The background

The Delta Companies is one of the leading physician and healthcare staffing firms in the United States. They offer permanent and temporary staffing solutions nationwide for physicians, physician extenders, allied, and therapy healthcare professionals.

After experiencing frustrations related the length of time it was taking to create documents to send to facilities and healthcare providers, The Delta Companies came to Kyloe for advice. The solution? Document automation through 'AwesomeDocs' for Bullhorn, complete with DocuSign integration.

Challenges, issues and their impact

Entering data manually into documentation (such as cover sheets, submission packets, and confirmation notices) for sending to clients was commonplace, and meant that creating these documents was taking far too long.

“We knew for a long time that we needed to automate our process, but we just didn't know how. It continually caused frustration and back and forth between reps entering information into our CRM, and creating templates manually.” (April Grace, VP of Operations - The Delta Companies)

This way of working also meant regular duplication of efforts, ultimately resulting in reduced levels of efficiency.

After waiting so long to find a solution, The Delta Companies wanted to make sure they got something that would fulfil their objectives, first time round.
What did the project look like?

The key project objectives were:
  • Reduce workload and duplication
  • Speed up the document creation, signing and saving process
  • Allow reps to focus on relationships

The level of in-depth Bullhorn knowledge held was a key factor in the decision to move forward with Kyloe.

“Kyloe are highly educated in the CRM (Bullhorn) we use and offered creative ideas on how to accomplish our goals, regardless of complexity at hand. Their confidence and teamwork to find the best solution was very reassuring to us.”

The Kyloe solution

We worked with The Delta Companies to really understand the challenges they were facing and where they wanted to go. During this time, it became clear that AwesomeDocs would help resolve the main issues.

The Delta Companies now benefit from an automated template process, where AwesomeDocs pulls required information directly from Bullhorn in the template; no more manual data entry! Documents (regardless of complexity) can now be created in a fraction of the time.

AwesomeDocs also comes with DocuSign integration, which automates the full document signing process, and then saves the completed file straight back into Bullhorn.

The result

Since implementing AwesomeDocs, The Delta Companies have been able to achieve their objectives and have seen improved efficiency as a result.

“The automation offered by AwesomeDocs has reduced workload in some areas by 30-40%, which frees up our reps valuable time. It’s enabled us to look at utilizing those reps time in other ways to gain efficiencies and create positive experience for our clients and providers.

The assistance we got from Kyloe was amazing; they’re very easy to work with, take a team player approach, and are highly knowledgeable about Bullhorn.”

Learn how AwesomeDocs could help you

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