Lockton, Inc.— the world’s largest, privately-held, independent insurance brokerage firm — relies on hundreds of contractors annually to run operations across its insurance, risk management, employee benefits and retirement services.
Lockton engaged Netrix to automate and scale its contractor onboarding process. They envisioned creating an automated application to eliminate the expensive, spreadsheet-driven overhead previously required to ensure new contractors receive appropriate role assignments, system access and enterprise accounts.
The ambitious collaboration produced a streamlined, one-stop application for hiring managers. The new system tracks contractors through the onboarding and offboarding lifecycles, automatically garnering executive approvals and providing a snapshot of each new hire’s system access across Lockton’s enterprise application portfolio.
Lockton’s onboarding and offboarding routines require approvals at multiple levels across business verticals. A flexible and extensible solution was developed to allow additional roles, systems and approvers as it gains adoption. Administrators define roles and hiring managers request approval for contractor role assignments. The approved role assignments generate tasks for system administrators to complete all account creations and license assignments required to fulfill that role.
Onboarding/Offboarding Process Automation
Netrix delivered this project using The Netrix Way: our transparent delivery approach that provides clients the flexibility to adjust scope while maximizing their budget.
Netrix Way teams ensure quality and transparency with project management, business analysis and quality assurance workstreams.
Following process mapping exercises with key stakeholders, Netrix recommended shifting several “per-contractor” approvals to “per-role” approvals. This allows a single role-level approval to suffice for all contractors hired to the same role and returning valuable cycles to executive approvers.
The new solution was designed and built utilizing Lockton’s existing Microsoft 365 license agreement. This allowed Lockton to maximize their investment by harnessing the low-code Power Platform to implement a universally deployable application with custom forms (PowerApps) backed by a flexible workflow engine (Power Automate) and powerful reporting (Power BI).
The new application:
Netrixdelivered this project on-time and on-budget, marking one of Lockton’s first production-ready applications on the Microsoft 365 Power Platform. The estimated time required to onboard a single contractor shrank from weeks to days — sometimes mere hours — and the entire process now lives in a single, streamlined and secure application.