HR Case Study

How Total Expert Streamlined HR & Grew With Namely

  • Industry
    Financial Tech
  • Location
    Minneapolis, Minnesota
  • Size
    260+ employees

About Total Expert

Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms. For more information visit totalexpert.com.

  • Total Expert is headquartered in Minneapolis, Minnesota and has employees located across the country.
  • For the second year in a row, Total Expert was recognized on the 2021 Inc. 5000 Series: Midwest list, ranked among the fastest-growing companies in the region. The company was also ranked on HousingWire’s 2021 Tech100 list for the fourth year in a row. In 2020, Total Expert was named the #1 CRM Platform by Stratmor Group, recognized on the Inc. 500 list of Fastest-Growing Companies for the third consecutive year, and ranked #3 on the Minneapolis/St. Paul Business Journal's 2020 Fast 50 list.
  • Total Expert empowers banks and lenders to establish a human-first connection with their customers. To achieve this, the mid-sized company focuses on their core values of Innovation, Excellence, People First, and Trust.
TE Group QBR boat cruise
Meet Allison

Allison Stevens, People Operations Manager

Allison began her HR career in Employee Relations and Staffing. Fast forward to 2016, she joined Total Expert and is now the company’s People Operations Manager.

Allison Stevens
Total Expert’s Challenges

“We didn’t have an integrated solution—which is why we started looking for an HCM platform.”

Prior to implementing Namely, Total Expert was not working with a streamlined HR solution.

“At the time, we were only using a tool for online benefits enrollment and ADP for payroll and 401k. We didn’t have an integrated HCM platform.”

Without an all-in-one HR solution, Total Expert had a patchwork approach to managing HR processes—which prevented them from keeping up with the pace at which their company was growing. As a result, Allison was performing time-consuming, manual work—especially on the payroll side—leaving her little time to focus on the important people and strategic decisions involved in a growing company.

“We needed a platform that streamlined payroll and benefits to make our lives easier.”

Total Expert’s wishlist:

+ A Streamlined HR System

Instead of spending valuable time on manual, disconnected processes, Allison and her team knew they could add time back into their day with an integrated HR platform.

+ Paperless Processes

As it was growing and hiring more remote employees, Total Expert needed an HR solution that was paperless and scalable.

+ A User-friendly Interface

Allison wanted a solution that was easy to navigate for both her team and employees—especially because Total Expert was growing so quickly and starting to onboard new hires remotely.

The Evaluation

The Search for an Integrated, Scalable HCM

As Total Expert began their search for a new HR platform, Allison’s coworker showed her Namely.

“Our Lead Talent Acquisition Specialist at the time introduced Namely to me because she knew that the platform was paperless and would reduce the amount of manual work I was doing.”

After looking into Namely, Allison realized that the platform would also streamline her HR processes.

“One of my goals was to find an integrated solution that would save me time and help me continue to do my role at a larger scale since our company was growing quickly. Namely’s platform would be able to do that.”

Once the rest of her HR team, the VP of Operations, and the CRO weighed in, Allison decided to implement Namely.

See how you can check all the boxes with Namely. Request a call today.

The Solution

The ROI of Using Namely

From simplified payroll processing to remote onboarding, Namely has helped Total Expert streamline HR as the company grew.

“We wouldn't have been able to accomplish what we have in the last year without Namely.”

How Total Expert Adapted to a Higher Volume of Remote Work

Prior to the COVID-19 pandemic, Total Expert had some employees who worked from home. However, the company’s remote workforce has grown tremendously since.

“Without Namely, we would have been scrambling during the pandemic. The fact that the platform is completely paperless has been key in transitioning to a large remote workforce.

Namely’s integration with E-Verify was a time saver for me before COVID-19. Now it’s even more helpful because it enables employees to sign documents electronically from anywhere. With Namely, I can fully onboard and offboard employees when they are 100% remote.

Overall, managing the large increase in our remote workforce just wouldn’t have been possible if we didn’t have Namely in place.”


“Namely has saved our company a whole job’s worth of time.”


“Without Namely, there would have to be another person on my HR team. If you’re looking for a fully integrated, paperless solution that will save you time, Namely is the system for you.”

Namely has helped Total Expert streamline HR. Ready to see how it can simplify HR at your company? Take a platform tour today.

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