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Writer's pictureOscar ONeill

Case study: HR Reporting Automation for Davis Martindale

This blog post explores an office automation process that we designed for Davis Martindale's Human Resources department. The automation enhances the efficiency of HR reporting, reduces data entry errors, and enables the HR team to provide better support to their colleagues.



About Davis Martindale

Davis Martindale is an accounting firm that has been serving clients in London Ontario, Toronto, and around the world for over 55 years. They are dedicated to delivering tailored services that provide their clients with peace of mind. They believe in finding a balance between using technology and building authentic relationships with clients of all sizes. A key aspect of Davis Martindale is the range of services provided: This includes advisory services, accounting and tax planning, litigation support, business valuation, and forensic accounting.


HR reporting became more time consuming

Over the past decade the Davis Martindale team has expanded. The HR team is responsible for manually compiling information for management. With the growth of the firm this reporting became increasingly time consuming and restricted the HR team’s ability to focus on other critical work.

The process: from idea to execution

That’s why we worked with Davis Martindale’s HR team to develop a customized office automation that transformed the HR reporting process into something much more efficient. First, this required learning and understanding the HR reporting process. We did this by talking with them about the work, the format of the report, where to get the data, etc.


Automating the HR reporting sub-tasks

Next, we identified and automated the tasks that make up a completed HR report. This included writing code to automatically gather the necessary inputs; filter and organize the data; carry out calculations, and finally deliver a completed report to the HR team.


Automate any software without an API with DigitalStaff and RPA

This fully automated system is able to automate Davis Martindale’s daily use software without needing an API. DigitalStaff is able to achieve this kind of automation by using UiPath, a Robotic Process Automation (RPA) software to automate the clicking of buttons and typing of details into software programs.


Benefits of the automated HR report:

  1. The HR team can invest their time into other valuable tasks