Case Study

Reducing Contractor Onboarding from Weeks to Days with Microsoft Power Platform

Lockton, the world's largest privately held insurance brokerage firm, relied on manual, spreadsheet-driven processes to onboard and offboard hundreds of contractors each year. Netrix built a Power Platform solution combining Power Apps, Power Automate, and Power BI to automate approvals and reporting. The result was a reduction in contractor onboarding time from weeks to just days or hours, with full auditability and real-time visibility.

Weeks to Days
Reduction in contractor onboarding time
Full Lifecycle
Contractor Onboarding Automated
Complete
Audit Trail Established
Power Platform
Apps, Automate & BI

The Client

Lockton, the world's largest privately held insurance brokerage firm, relies on hundreds of contractors annually to support operations.

The Challenge

Contractor onboarding and offboarding relied heavily on spreadsheets, email approvals, and manual processes. Key challenges included:

  • Duplicate data entry
  • Slow approval workflows
  • Lack of auditability
  • Poor visibility into onboarding status
  • Resource-intensive administration

The Solution

Netrix developed a contractor lifecycle management solution leveraging the Microsoft Power Platform. Key components included:

  • Power Apps forms
  • Power Automate workflows
  • Power BI reporting
  • One-click approvals
  • Automated provisioning management

The Implementation

  • Process mapping
  • Microsoft Power Platform solution using Power Apps, Power Automate and Power BI
  • Automated approvals and reporting

The Results

Outcome AreaDelivered
Faster Onboarding
  • Contractor onboarding reduced from weeks to days, and often hours
Improved Compliance
  • Complete audit trail
  • Automated security controls
  • Consistent approval workflows
Better Visibility
  • Real-time onboarding dashboards
  • Role-based reporting
  • Contractor lifecycle tracking

The Transformation

BEFORE
AFTER
  • Spreadsheet-based onboarding process
  • Manual approvals and follow-ups
  • Limited visibility into onboarding status
  • Slow contractor onboarding
  • Error-prone, manual processes
  • Centralized onboarding application
  • Automated approval workflows
  • Real-time status tracking and dashboards
  • Faster onboarding and system access
  • Automated and auditable workflows
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