Participants will map a scalable HR technology stack and produce a 6–12 month implementation roadmap with clear milestones, owners, resource estimates, and success criteria aligned to measurable business outcomes. Participants will diagnose at least three HR pain points (e.g., time-to-fill, onboarding friction, attrition risk) and design tech-enabled solutions, including a business case, expected benefits, risk considerations, and a structured change-management approach. Strengthen workflows and boost adoption through an immersive, hands-on session that translates workflows into practical improvements.

Explain how isolved's platform infrastructure evolution supports upcoming AI capabilities, reporting enhancements, and product experience improvements Demonstrate how to configure and apply Retro Pay Automation and Bonus Lookback features to reduce manual payroll errors and save clients time Utilize isolved's Org Chart and Position Management tools to provide clients with real-time visibility into workforce structure and support strategic planning Navigate the isolved partner ecosystem to locate product updates, compliance alerts, training resources, and best-practice guidance Describe the end-to-end HCM implementation journey across Small/Mid-Market, Strategic, and Enterprise client tiers and set accurate expectations for go-live timelines Articulate upcoming enhancements to isolved's Learning Management System and position learning and development as a competitive differentiator for clients Advise clients on current and emerging compliance requirements including SECURE 2.0, ACA, 1099, and OB3 reporting obligations Configure and present isolved's Onboarding, Document Management, and I-9 Compliance tools to streamline the new hire experience and reduce compliance risk Apply AI-powered tools and workflows to improve internal business operations and identify practical opportunities for adoption within partner organizations Position isolved's Applicant Tracking System and talent solutions to address real hiring challenges and convert client pain points into revenue opportunities Leverage isolved's centralized reporting hub to help clients access workforce insights faster and gain better visibility into their own book of business Interpret current SMB market research to identify client needs, overcome sales hesitation, and strengthen client retention strategies Process payroll accurately in isolved by validating time entry, running pre-payroll audits, and utilizing Payroll Insights to identify exceptions before finalization