Legacy PEO structure in place for over six years without reevaluation.
Need for national benefits coverage, including access to Kaiser.
Requirement to maintain existing service levels while improving cost efficiency.
Complex stakeholder environment with multiple decision-makers and competing priorities.

We partnered with finance and HR leadership to evaluate alternatives and realign their PEO structure:

Identified and transitioned to a PEO better aligned with their operational and benefits needs.
Replaced healthcare plans with BCBS and Kaiser to support national coverage requirements.
Replicated key services while improving overall cost structure.
Delivered a white-glove service model at a significantly lower cost.
Navigated multiple stakeholders to ensure alignment across leadership.