How Connectify HR Mapped a Scalable AI Strategy in Just Two Days
AI STRATEGY MAPPING WORKFLOW ANALYSISMVP PLANNING
The Challenge
Connectify HR is a growing PEO that helps businesses streamline HR, payroll, benefits, risk management, and more. With rising demand, the company saw an opportunity to enhance efficiencies to continue delivering exemplary service.
Like many fast-growing organizations, they identified a few key friction points that could hold back scale:
Critical workflows depended heavily on subject matter experts
Onboarding and proposal generation were highly manual
Extreme responsiveness is part of their service promise and can be enhanced further
They weren’t interested in AI for the sake of it—they wanted a focused, practical plan to reduce friction, strengthen consistency, and set the stage for future growth.
“Shift gave us exactly what we needed—clear priorities, actionable next steps, and a team that understood both our business and our risk landscape.” — Connectify HR Team Member
OUR APPROACH
Shift Interactive facilitated a two-day AI Solutions Mapping Session with Connectify’s cross-functional leadership team. The goal: identify high-impact opportunities for automation and create a roadmap for responsible AI adoption.
We brought a structured approach to uncover:
Where AI could reduce manual effort without adding risk
How to prioritize pilot projects based on ROI, feasibility, and complexity
What capabilities were needed to scale safely and effectively
What We Delivered
AI Radar + Workflow Deep Dive
We helped Connectify evaluate over 40 internal workflows across onboarding, compliance, sales, and benefit planning. From this, we surfaced the three most automation-ready processes:
Business Case & Prioritization Matrix
Each workflow was assessed against business value, complexity, compliance risk, and scalability—allowing Connectify to align quickly on a clear first-mover: Client System Setup.
AI Readiness Assessment
We provided an honest snapshot of where they stood in leadership buy-in, data maturity, and technical infrastructure—and where they needed to invest to scale AI safely.
Strategic Roadmap & MVP Concepts
We proposed four foundational MVPs, including a lightweight Validation Agent, to reduce reliance on single individuals and standardize document intake across the business.
SERVICES
AI Strategy & Consulting
MVP Planning
Workflow Analysis
PROJECT OUTCOME
By the end of the engagement, Connectify had:
A clear AI North Star tied to real business outcomes
A prioritized roadmap that aligned leadership and reduced guesswork
MVP feature briefs that could be taken straight into development
A framework for safe, compliant AI use—customized for a high-regulation environment
Rather than focusing on flashy tools or generic AI promises, Shift helped Connectify:
Start with real business pain points, not tech hype
Build trust across teams with a collaborative, guided process
Focus on quick wins first, while preparing for long-term transformation
