Industry
Video: SMB HR Challenges – How Financial Services and HCM Technology Converge
In this video, Geoff Webb explores new research with isolved on the growing convergence between financial services, accounting, and HCM technology. Small and midsize businesses are increasingly turning to their financial and advisory partners not only for accounting and payroll, but also for HR services, risk management, and employee management support. The discussion highlights how solutions like isolved’s end-to-end platform empower financial institutions and their clients to manage complexity, reduce risk, and unlock greater profitability by bringing together people, processes, and technology.
Research Note: The Hidden Costs of Being the HR Hero – How SMBs Use isolved to Turn Compliance Headaches into Strategic Growth
Running the financial side of a small and mid-sized business (SMB) is complex enough, but adding workforce management, benefits, and compliance to the mix stretches capacity even thinner. For many SMBs, hiring a full-time HR professional is simply financially out of reach. It may then be a structural resource or workforce issue that makes HR underdeveloped, reactive, and disconnected from overall business results. As these businesses struggle to handle the increasing complexity of HR, payroll, and benefits management, these duties often fall to CFOs, controllers, or administrators who lack the time, resources, and expertise to manage the workforce strategically. When HR responsibilities are added to an existing role, it can seem unexpected since they weren’t part of the original job description or a focus of […]
#HRTechChat: Heike Wiesner and Alastair Pride on Payroll Trends and Innovation at Unit4
In this episode of #HRTechChat, Dylan Teggart sits down with Heike Wiesner, Global Sales Growth Director HCM, and Alastair Pride, Managing Principal Consultant, of Unit4 to explore the evolving role of payroll as a strategic business driver. They discuss how cloud migration, integrated ERP systems, and innovations like Unit4’s Payroll Navigator are transforming payroll from a back-office function into a core asset for workforce planning, compliance, and employee trust. From real-time visibility to faster, smarter deployments, Heike and Alastair share how Unit4 is helping organizations simplify complexity, boost efficiency, and adapt to shifting workforce demands. If you think payroll is just about getting people paid, it’s time to think bigger. Learn more about how Unit4 can help your organization here: Unit4 HCM software for payroll […]
Anatomy of a Decision: How ZRG Partners Turned to Sprout Social to Power Brand Amplification from Within
Overview As ZRG Partners expanded from a boutique search firm to a global talent advisory powerhouse with 600+ employees, its rapid growth outpaced brand recognition. Private equity backers challenged leadership with a clear question: What are you doing for marketing? The answer was a complete go-to-market transformation—anchored by employee advocacy through Sprout Social. By empowering its people to tell the ZRG story, the firm turned marketing into a true growth catalyst, driving measurable gains in website traffic, employee engagement, and brand awareness. Key Takeaways From Sales-Driven to Brand-Driven: Transitioned from a purely sales-led growth model to a coordinated GTM engine. People, Process, Platform: Hired strategic marketing leaders, implemented new tech (Salesforce Marketing Cloud, BrightEdge, Jasper AI), and embedded advocacy into culture. Sprout Social Advantage: Chosen […]
GTM Innovators: Building GTM Trust Through Analyst Relations with Chris Manfredi
In this episode of GTM Innovators, Kyle James sits down with Chris Manfredi, Global Director of Analyst Relations at Sprout Social, to explore the power of analyst relations as a trust-building force in go-to-market strategy. With over a decade of experience navigating firms like Gartner, Forrester, and IDC, Chris shares how AR serves as a strategic connective tissue across product, marketing, sales, and the C-suite. From managing 1,500+ analyst touchpoints a year to synthesizing insights for executive decisions, Chris offers a behind-the-scenes look at what makes AR truly impactful, especially in today’s AI-driven, insight-saturated landscape. Whether you’re new to AR or looking to take your program to the next level, this conversation is packed with practical wisdom, human-centric perspective, and bold ideas for the future. […]
#HRTechChat: Darwinbox’s Samrat Krishna on Killing the Toggle Tax and Unleashing AI Agents at Work
AI is changing the game—but not in the way you think. In this episode of #HRTechChat, we’re sharing a special swapcast from the PeopleTech podcast hosted by Mark Feffer, featuring Samrat Krishna of Darwinbox. Samrat unpacks how AI agents are killing the “toggle tax” and rethinking enterprise software altogether. Instead of juggling dozens of systems and interfaces, agents now act on your behalf—fetching info, taking action, and streamlining workflows across platforms. They dig into the mechanics of MCP (Modular Component Protocol), how Darwinbox is building for agent-first environments, and what HR leaders should automate today to unlock strategic headspace tomorrow. If you think AI is about replacing people, you’re asking the wrong question. Tune in to learn how to shift from assistance to agency—and why […]
Solution Spotlight: How SalesScreen Makes Sales Competitions Effortless, Inclusive, and Strategic
Reimagine Sales Competitions with Automation, Gamification, and AI-Driven Insights Sales competitions have long been a core motivator in GTM teams—but traditional approaches are often manual, repetitive, and limited in impact. In this Solution Spotlight, we explore how SalesScreen is modernizing the sales competition playbook, offering a powerful platform that turns one of the oldest tactics in sales into one of the smartest. From real-time CRM integration and dynamic competition formats to the launch of Scout, their AI assistant, SalesScreen is helping GTM teams motivate more reps, more often—with less effort. What You’ll Learn: Why traditional contests leave most reps behind—and how to fix it How SalesScreen simplifies competition setup with automation and pre-built templates Ways teams are using gamification to build culture, drive behavior, and […]
#HRTechChat: Meredith Reilly on Building Your Advisory Village and Scaling HR Strategically
Small businesses face growing complexity in HR, payroll, and benefits—but too often, leaders carry the burden alone. In this episode of #HRTechChat, Dylan Teggart talks with Meredith Reilly, Chief Sales Officer at isolved, about why it’s time to stop going solo. Meredith shares how modern HR demands strategic partnerships—not just tools—and how activating an “advisory village” can help leaders scale smarter. From tech fluency to cultural alignment, they break down what today’s HR advisors must bring to the table. If you’re still treating vendors as service providers, you’re missing the point. Tune in to learn how synergy, not solo effort, drives results. Our #HRTechChat Series is also available as a podcast on the following platforms: WRKdefined: https://wrkdefined.com/podcast/3sixty-insights-hrtechchat Apple iTunes: https://podcasts.apple.com/us/podcast/3sixty-insights/id1555291436?itsct=podcast_box&itscg=30200 Spotify: https://open.spotify.com/show/7hXSgrFWXwvJqPbnKunztv SoundCloud: https://soundcloud.com/user-965220588 YouTube: https://www.youtube.com/channel/UC6aDtrRPYoCIrnkeOYZRpAQ/ iHeartRadio: https://www.iheart.com/podcast/269-3sixty-insights-78293678/ Amazon Music […]
Case Study: How Zions Bank & isolved Empower SMBs – A Case Study on HR, Payroll, and Growth
A 3Sixty Insights Case Study on HR, Payroll, and Growth Discover how Zions Bank partnered with isolved to help small and mid-sized businesses simplify HR, payroll, and workforce management—freeing up leaders to focus on growth. What You’ll Learn: How Zions Bank expanded beyond traditional banking How isolved simplifies compliance, payroll, and HR tasks Real-world outcomes from Zions Bank clients Benefits like time savings, reduced complexity, and stronger client loyalty “These issues weren’t just operational. They were strategic.”— Steve Stacey, SVP, Zions Bank Download the case study to see how smart partnerships drive business success.
GTM Innovators: Texting with Intent – Phil Portman on Smarter SMS for Modern GTM Teams
In this episode of GTM Innovators, we sit down with Phil Portman, founder and CEO of Textdrip, to explore how SMS is evolving from a simple communication tool into a powerful, intent-based automation channel for modern go-to-market teams. Phil shares his entrepreneurial journey from flipping houses to building a scalable, compliant SMS platform designed for regulated industries. We dive into how Textdrip leverages AI (without losing the human touch), the dos and don’ts of SMS campaigns, and why deliverability and trust are the new battlegrounds in business texting. If you’re curious about how to integrate SMS into your GTM strategy the right way, this episode is for you. Subscript to GMT Innovators Series on the following platforms: SoundCloud: https://soundcloud.com/research-859405782 YouTube: https://www.youtube.com/playlist?list=PLsoV6fwX4cpGR2Hg98rc1e1k2-cOqCbhb Spotify: https://open.spotify.com/show/1gvDzcl0jxpPIfu9WYu6U4 iHeartReadio: https://iheart.com/podcast/258127960/ […]
Anatomy of a Decision: Rebrand, Rebuild, Realign – An Enterprise Software Provider’s Journey to a Modern GTM Stack
Rebrand, Rebuild, Realign: An Enterprise Software Provider’s Journey to a Modern GTM StackAn Anatomy of a Decision from 3Sixty Insights What happens when IT and business reimagine growth—together? In this exclusive Anatomy of a Decision, discover how a $2B enterprise software provider undertook a sweeping transformation of its go-to-market (GTM) operations to fuel an ambitious growth strategy. From rebranding to restructuring, the company aligned IT, Sales, and Marketing to build a modern, integrated, and insight-driven GTM stack—with powerful results. Learn how executive alignment, a best-of-breed tech strategy, and a focus on usability helped the company: Replace outdated systems with tools like Outreach, Demandbase, and Gong Drive cross-functional collaboration and seller adoption Retire redundant platforms and reduce MarTech overhead Operationalize insights to scale revenue generation Download […]
Solutions Spotlight: Redesigning CRM with Creatio – The Rise of No-Code, Unified AI, and Agentic Automation
In the fast-changing world of business software, few areas are transforming as quickly as Customer Relationship Management (CRM). Once just a digital contact list, CRM is now expected to be a central hub for sales, marketing, and customer success, helping teams work smarter, faster, and more effectively. But with these growing expectations comes new complexity. Creatio is tackling this challenge by rethinking CRM from the ground up, making it AI-powered, no-code, and agent-driven. “Our goal is to put AI and automation into the hands of non-technical users, not just IT,” said Burley Kawasaki, Global VP of Product Marketing and Strategy at Creatio. This approach doesn’t just support agility, it sparks innovation. Teams can quickly build and improve their tools without needing to write code or […]
Analyst Insight: UKG Analyst Day 2025
A Strategic Refresh and an AI-Driven Future In late May 2025, I stepped out into the warm Florida sun to join UKG’s Analyst Day event hosted in Fort Lauderdale. This closed-door session brought together leading HR technology analysts for an in-depth look at UKG’s redefined strategic vision, revamped executive leadership team, and extensive technology roadmap. Throughout the day, executives, including CEO Jennifer Morgan, Chief Product Officer Suresh Vittal, and Chief Marketing Officer Sarah Hodges, delivered a cohesive narrative around customer-centric innovation, frontline worker empowerment, and pragmatic AI integration. While this event was meant to update analysts on UKG’s products and technology, it served a dual purpose for UKG: to reintroduce itself to the HR tech world as an AI-first company that can deliver strategic business […]
GTM Innovators: Creating Demand Through Community – A GTM Chat with Mark Kilens
In this episode of GTM Innovators, we sit down with Mark Kilens for a conversation that brings us back to the GTM fundamentals. Mark is the VP of Marketing at EasyLlama and Founder of TACK. Mark shares how the most effective go-to-market strategies today are rooted in community, education, and trust. From building scalable programs to fostering authentic engagement, Mark’s insights may sound simple—but they’re powerfully foundational. Whether you’re refining your GTM motion or starting from scratch, this episode is packed with timeless advice on creating real demand through human connection. Subscript to GMT Innovators Series on the following platforms: SoundCloud: https://soundcloud.com/research-859405782 YouTube: https://www.youtube.com/playlist?list=PLsoV6fwX4cpGR2Hg98rc1e1k2-cOqCbhb Spotify: https://open.spotify.com/show/1gvDzcl0jxpPIfu9WYu6U4 iHeartReadio: https://iheart.com/podcast/258127960/ Pandora: https://www.pandora.com/podcast/gtm-innovators/PC:1001097038 iTunes: https://podcasts.apple.com/us/podcast/gtm-innovators/id1790738579 Amazon: https://music.amazon.com/podcasts/1b000615-31cc-49dd-a5d8-f80d5098bf2d/gtm-innovators Audacy: https://www.audacy.com/podcast/gtm-innovators-cf67e Transcript: Kyle James 00:00 Kyle, welcome to another episode of GTM […]
isolved Press Release: isolved Launches Tailored Restaurant Solutions to Reduce Turnover, Ensure Compliance and Improve Guest Experience
The Company Strengthens its Vertical Focus with Purpose-Built Technology and Expert Services CHARLOTTE, N.C., May 20, 2025 /PRNewswire/ — Rising labor costs, crippling turnover and constantly changing compliance requirements are stretching restaurant teams thin. In fact, 64% of restaurant HR leaders say their industry is facing a talent crisis and nearly three-quarters are looking for more effective ways to manage their growing workload. To meet these challenges head-on, isolved® is launching isolved People Cloud™ for Restaurants—tailored human capital management (HCM) solutions built to support quick-service restaurants (QSRs), franchises and dining establishments of all sizes. “Restaurant HR leaders are under tremendous pressure with limited time and resources to manage high turnover, wage and tip complexity and fast-changing regulations,” said Opal Wagnac, Senior Vice President, Market & […]
Research Note: Behavioral Intelligence in Hiring – How Fama Helps Identify Misconduct Before Day One
Executive Summary Today, nearly everyone has a visible online footprint. The average person voluntarily shares dozens of data points publicly online, sometimes with great detail. By evaluating this behavior, organizations gain insights into candidates’ cultural fit and potential risks for damaging behaviors, helping employers understand a candidate’s workplace impact before employment begins. The organizational impacts of even modest levels of employee misconduct are profound. With even a small rate of misconduct setting off a domino effect of consequences for productivity and talent retention, organizations in which just 5% of workers commit misconduct suffer a 40% reduction in productivity. These same organizations also risk losing their most valuable employees, who become 54% more likely to depart when these are the workplace conditions. Fama’s 2024 Misconduct Benchmark […]
Case Study: 15Five – A Proactive Approach to HR Transformation in a Fully Remote Organization
What You Need to Know Remote work has remained popular ever since the pandemic, making it feasible for many roles. A 2024 Gallup survey found that 28% of workers for whom it’s possible would prefer to be fully remote, and another 61% would choose a hybrid work arrangement. This adds up to a clear majority (89%) who would rather not be required to commute to an office every work day. And yet, while employees overwhelmingly prefer the logistical flexibility of remote work, it can have significant consequences for their engagement and their workplace satisfaction. The precise work arrangement an individual would choose for reasons of convenience can lead to challenges on a deeper and arguably more impactful level in some circumstances. Poor communication, feelings of […]
isolved Webinar: AI in Action – How QSRs are Getting Smarter | July 23rd @ 12:00PM Eastern
AI is no longer a futuristic concept for QSRs—it’s transforming how brands serve, staff and scale. In this exclusive session, you’ll hear from leading 3Sixty Insights analyst Dylan Teggart and isolved’s own Yutaka Takagi, who’ve studied how top restaurants are leveraging AI to solve labor challenges, optimize operations and enhance customer experiences. In this 45-minute webinar, they’ll cover: How QSRs are using AI to address staffing and operational efficiency Exclusive insights from recent industry research Real examples of AI improving speed of service and personalization What trends are emerging—and how to stay ahead of them The tools and tech QSRs are investing in right now July 23rd, 2025 @ 12:00 PM ET Learn more and register here: AI in Action – How QSRs are Getting Smarter
Case Study: How UKG Helped RPM Living Enable Employee Experience as the Priority
RPM Living, founded in 2002 in Austin, Texas, is a full-service multifamily property management, investment, and development firm. The company specializes in acquiring, building, and operating multifamily rental communities. Over the years, RPM Living has experienced significant growth. In 2021, the company merged with CF Real Estate Services, expanding its portfolio to 84,000 units across multiple states and increasing its workforce to over 1,800 associates nationwide. RPM Living continues to expand its presence, with over 225,000 units under management in more than 45 submarkets across 30 states. This rapid growth has forced the organization to evaluate its HR technology solutions and overall IT structure. When the company grew from 3,000 to 5,000 employees—partly through acquisition, but also organically—it became an “inflection point,” explains Ahmad Noordin, […]