How PrismHR ClientSpace Helps Makai HR Improve Organizational Efficiency

What does it take for a new PEO to be successful? The industry veterans behind Makai HR, a Honolulu-based PEO launched in 2018, knew success would be built on a foundation of organizational efficiency and collaboration.

“Our philosophy is to be as lean as possible and to leverage technology to increase efficiency. This helps decrease errors and keep overhead low,” said Valerie Wang, President at Makai HR. “Most of our team came from PEOs which struggled with inefficiencies due to running multiple systems. There was a system for HRIS, another for client management, and a CRM for sales activity. That led to miscommunication, inconsistency, and wasted effort from repeatedly entering the same information as clients moved through the process.”

Determined not to repeat those experiences in the new venture, the Makai HR team uses PrismHR ClientSpace to manage the entire client lifecycle, from tracking prospecting efforts through renewals.

“PrismHR ClientSpace is a centralized system that allows us to input activity whether that’s during the sales and underwriting process or when managing support cases,” says Wang. “PrismHR ClientSpace also provides greater visibility throughout our organization, so anyone can log in and see what’s going on with a client.”

Wang and her team are also enjoying the benefits of using a system designed specifically for the HRO industry. “The pricing module is built for a PEO [or ASO]. All the rates—including workers’ compensation—are right there, and it’s been very convenient for our team,” says Wang. “The ability for a sales rep to quickly generate an agreement without waiting for a sales ops person to create one is something we couldn’t do before.”

In fact, Makai HR now uses PrismHR ClientSpace for all sales activity, and discontinued its license with a leading CRM. “One thing that is incredible about PrismHR ClientSpace—that I haven’t seen in other systems—is the ability to multitask without leaving my screen,” says Wang. “If a client or colleague requires assistance, I don’t need to close out what I was doing or flip through browser tabs to work on multiple accounts. It’s just another benefit of working with an engine that understands PEO.”