HR Assessment HRO

Case Study

Small design agency with employees in several states wanted an HR assessment to determine future HR needs and ensure they were compliant with all federal, state, and local laws.

Overview

A small design agency with employees across several states approached VIVO for an HR assessment. They wanted to ensure compliance with federal, state, and local laws, while also gaining insight into what their HR function would need to support future growth. 

Challenge

As a newer company without a history of formal HR support, the agency was navigating a period of substantial growth without a clear understanding of their HR risks or needs. They needed our help to assess where they stood and determine how to build an HR infrastructure that could scale with the company.

VIVO Solution

VIVO conducted a comprehensive HR assessment to evaluate their current state and identify gaps in compliance. Our approach included:

  • Reviewing all personnel documents on file and via their HRIS system
  • Creating an audit spreadsheet to ensure all documents were accounted for each employee
  • Interviewing key stakeholders to determine the following:
    • Current policies and practices in place
    • Future company goals and how that will align with their HR needs
    • Any relevant historical information impacting current operations

Result

Following the assessment, VIVO delivered a detailed report outlining:

  • Missing compliance documents (e.g., I-9 forms, tax documentation)
  • Policy gaps and recommended updates to ensure compliance and consistency
  • Best practices for building scalable, future-ready HR processes

Our assessment resulted in an ongoing HRO partnership! Since then, VIVO has:

  • Updated their employee handbook and collaborated with the client to provide templates
  • Streamlined onboarding and offboarding processes
  • Set up short-term disability insurance
  • Assisted with performance related issues

With VIVO as their HR partner, the agency now has the structure and support to grow confidently and compliantly.

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