01 · Case study · Small-business IT
TCP: consolidating HR from two systems into one — without losing a record.
A fixed-scope, fixed-fee migration from WorkBright into Zoho People for a roughly fifty-person organization: onboarding workflows, employee and document records, clearance tracking, and PTO policies. Migrated in a pilot-first, validated pattern with clear boundaries around financial and compliance data.
Client
TCP
Small-business HR & operations
Duration
2–4 weeks
Pilot → migrate → handoff
Records
~50
Active + read-only archives
Scope areas: Onboarding workflows, employee & document migration, clearance tracking with automated reminders, PTO configuration (support staff vs. missionaries, July 1 fiscal reset), pilot & validation. Explicitly out of scope: payroll, benefits administration, legal compliance certification, historical PTO reconciliation.