Transformed Operations: Custom Software Development for PEO


Our client, a mid-sized Professional Employer Organization (PEO), was grappling with outdated systems that led to inaccuracies, delays, and a lack of real-time visibility in benefit service delivery. With limited technical expertise, they struggled to define their needs and faced disconnects between individual processes and the overall system.


To address these issues, we conducted discovery workshops with key stakeholders to deeply understand their workflows and pain points. Detailed use cases and user stories, supported by flowcharts and wireframes, were created.

We developed a custom PEO software application that automated manual tasks, integrated with existing systems, and provided real-time visibility. The iterative development process included regular feedback loops to ensure alignment with the client’s vision.

Business Value of the Custom PEO Software

The custom software significantly enhanced the client’s operations by improving accuracy through automation, increasing efficiency with streamlined workflows, and providing comprehensive visibility into benefit service processes.

The client reported substantial improvements in efficiency, reduced errors, and higher user satisfaction. The project was delivered on time and within budget, showcasing the importance of thorough discovery, iterative prototyping, and open communication.

For a detailed account of the transformation and insights gained, download the full case study.