Case Study - BMSS

Case Study

How XpertHR Saves Time & Simplifies HR Compliance Challenges for BMSS

As an HR Services Manager for BMSS Advisors & CPAs, Rebecca Tipton wears many hats. She provides outsourced HR expertise to BMSS clients, helping them navigate every step of the employee journey, from compliance to benefits, recruitment, training and development, and people strategies.

One of the most challenging parts of her job is the time-consuming task of managing the high volume of legislative and policy changes while remaining cost-efficient for her clients. She knew she had to find a way to establish more efficient processes in order for her to be able to focus on what mattered.

Company Information

    INDUSTRY: HR Consulting Services
    COMPANY SIZE: 201-500
    CUSTOMER: Rebecca Tipton SHRM-SCP
    TITLE: HR Services Manager

30% +

Time reduction on creating a new handbook

The Challenge

BMSS clients work in more than a dozen industries and have employees across the U.S. This creates significant complexity for their human resources team. With states and counties having different regulations, Rebecca must provide accurate advice on all aspects of HR so her clients stay compliant. But as new laws pass, policies shift, or when clients add benefits, Rebecca must quickly determine the impact of those changes and help her clients adjust.

To understand how those changes affect her clients, Rebecca had to thoroughly research individual State Department websites, which can be tricky to navigate. "Tracking the volume of changes was time-consuming," Rebecca said, as more than 300 legal changes took effect in the United States in 2022, and nearly as many in 2023 already.

Keeping up with the data was also complicated, she added. "If a client in five different states wanted to implement a policy, we’d need to ensure all the state laws would accommodate it or know what we'd need to adjust for it. I could easily spend an hour per state to research that and make sure we had all our ducks covered."

Lengthy legal research also increased client fees. "We want to mitigate that and be efficient. I also have to make sure I spend my time well."

The Solution

Rebecca needed up-to-date legal information at her fingertips. In a previous position, Rebecca learned about XpertHR.
She introduced the idea to BMSS and got the go-ahead to implement it.

The Results

Now, instead of wondering if she’s missed new legislation, Rebecca relies on daily email updates from XpertHR. “They gave a succinct description of what states have introduced new legislation with a link to the XpertHR site, which provides the specifics. I can reach out to clients, update them, and provide any policies or guidance they need."

When companies change policies, such as adding parental leave or expanding on retirement benefits, templates from XpertHR help ensure the wording meets legal requirements. Rebecca added that the employee handbook tool, which designates which policies she needs to include when a client adds a new state to the roster, reduced the time required to create a new handbook by more than 30%.

Rebecca's clients rely on her for ad hoc answers to questions like what is allowable in benefits and retirement programs or how to handle employee relations issues. She keeps the XpertHR tab open on her browser so she can immediately answer any question.

With XpertHR by her side, Rebecca can ensure her clients have the correct information when or before they need it. Helping her be proactive and build a trusting and valuable partnership.

"XpertHR has helped me protect my client's and firm's interests by providing timely and comprehensive information that saves me time, money, and resources."
Rebecca Tipton SHRM-SCP HR Services Manager BMSS, LLC

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