Bambee Guided Payroll had historically been a highly manual process that required specially trained experts and a high headcount to meet the company's goals. Through a series of experience updates and feature enablement, Bambee was able to continue growing it's payroll business even with a reduced headcount of payroll implementation specialists.

Bambee's payroll implementation team faced challenges after a restructuring, resulting in a significant reduction in headcount. Our business partners tasked us with improving the process to accommodate the reduced team size.

We observed the existing process, gathered feedback from the implementation team, and collaborated with the data team to identify friction points. Key issues included a confusing user experience, manual document handling, and incorrect Federal Employer Identification Numbers (FEINs).

With these improvements, Bambee successfully onboarded more payroll customers despite the reduced headcount. We developed an intuitive user interface with improved pay schedule setup, automated document requests, and integrated FEIN verification using Check's verification API.

Our solutions addressed the identified friction points. The improved user experience reduced errors and the need for specialist assistance. Automated document requests eliminated manual intervention, saving time and reducing errors. FEIN verification minimized incorrect FEINs, reducing additional document requirements and implementation delays.