Shannex Adopts Automation to Revolutionize its Employee Experience
November 7, 2023Engagement Summary
Shannex  is a leading provider of seniors’ care, service and accommodation across its 47 long-term care and retirement living communities in Nova Scotia, New Brunswick and Ontario.
People are at the core of Shannex’s mission, vision, and values to lead the way to better living for individuals and the communities the company serves.
Like many health care organizations in Canada, Shannex is experiencing an increased demand for health care workers and needed a solution to improve operational effectiveness to bring more employees on board in a more timely and efficient manner.
The employee onboarding process involves multiple departments and is prone to delays, manual errors, and access management challenges. These gaps did not allow new employees timely access to software tools, equipment, and EHR systems. The offboarding workflow, when an employee left or changed roles, also had similar challenges.
Shannex has partnered with Blanc Labs to develop a workflow that leverages Robotic Process Automation (RPA) to improve coordination of task between departments, track onboarding activities and timelines, and manage employee access to new employees or when their role changes.
By partnering with Blanc Labs to map the enterprise workflow across people, processes and technology systems, Shannex expects to see a significant improvement in efficiency and user experience while maintaining system security, leading to higher staff satisfaction and retention rates.
This innovative partnership is being supported by the Coordinated Accessible National (CAN) Health Network – a federally funded organization working to introduce more Canadian technology companies into Canada’s health care system.
Opportunities for Improvement
Shannex’s onboarding workflows presented an opportunity for improvement from both an employee experience and operational efficiency perspective. Manual processing of tasks and multiple stakeholders involved created a high-volume workflow characterized by delays, errors, and information-security risks.
Solution Approach Summary
Working collaboratively with the team from Shannex, Blanc Labs has designed and implemented a user-friendly and highly configurable solution that:
Allows business users to define the type of task they want to perform (Onboarding, Change of Position or Termination Process / De-Provisioning) and upload all the documents related to that specific operation quickly and easily.
The solution integrates across 14 enterprise systems and automatically triggers a series of activities relating to the workflow, such as provisioning or removing access to systems and resources.
Streamlines the employee offboarding process by ensuring inactive staff members do not have access to enterprise resources and facilities.
The solution improves the overall quality of the onboarding process for new hires and support functions by promptly granting and managing access to new or relocated employees.
By regularly conducting audits of staff access and enforcing IT best practices Shannex is able to significantly reduce security risks.
“We relied on Blanc Labs’ expertise and experience to advise us on the internal resources needed to complete the work and to set a pace that would be manageable. The team is extremely knowledgeable from a programming/technical perspective. The technical documentation was very detailed and will be very useful as we grow our internal RPA programming expertise.”
– Christy Nickerson-Rak, Research Specialist at Shannex Incorporated
Tech Stack
We crafted an Onboarding/Offboarding solution leveraging tools like Active Directory for account management, Azure Active Directory for validation, Database for data retrieval, Web API and Object Repository for application interactions. We boosted efficiency and reliability using the Object Repository tool, capturing UI elements as objects in a DOM-like repository. This ensured that interactions were well managed and reliable, encouraging reusability.
UiPath Orchestator served as the control center, enabling centralized management, scheduling, and monitoring of the automation process. Real-time insights, scheduling, and tracking capabilities ensured seamless execution and continuous improvement of the automation.
Working in tandem with Orchestrator, UiPath Robot ensured efficient and monitored Onboarding/Offboarding executions.
Expected Impact
Blanc Labs’ RPA-based workflows will reduce demands on operational, HR, IT, and business system teams by automating employee management tasks. This will free up time for business users to focus on higher-value work. Improved accuracy will ensure new employees have the necessary system and equipment access and will lead to higher staff satisfaction and better retention rates. Â
Our shared goal is to improve efficiency and user experience relating to employee management tasks.
Looking Ahead
Through a strategic partnership with Blanc Labs and the CAN Health Network, Shannex is poised to revolutionize its employee onboarding and system access procedures. By integrating technologies like UiPath Apps, UiPath Robot, and UiPath Studio, Blanc Labs has delivered an impactful synergy of automation, innovation, and convenience to Shannex’s employee experience, HR , IT management, and Operations functions.
If you are interested in automating your workflows and improving employee experience, reach out to us at BlancLabs.com and let us explore how we could partner with one another. Contact us today to unlock efficiencies in your processes.
Elevate employee experience: automate, secure, and thrive.
Related Insights
Lenders Transformation Playbook: Bridging Strategy and Execution
AI’s Mid-Market Makeover in Financial Services
Mid-sized financial services institutions (FIs) are facing significant challenges during this period of rapid technological change, particularly with the rise of artificial intelligence (AI). As customer expectations grow, smaller banks and lenders must stay competitive and responsive. Canada’s largest financial institutions are already advancing in AI, while many others remain in ‘observer’ mode, hesitant to invest and experiment. Yet, mid-sized FIs that adopt the right strategy have unique agility, allowing them to adapt swiftly and efficiently to technological disruptions—even more so than their larger counterparts.
Process Improvement and Automation Support the Mission at Trez Capital 🚀
Trez distributes capital based on very specific criteria. But with over 300 investments in their portfolio, they process numerous payment requests and deal with documents in varied data formats. They saw an opportunity to enhance efficiency, improve task management, and better utilize data insights for strategic decision-making.
Align, Assemble, Assure: A Framework for AI Adoption
An in-depth guide for adopting and scaling AI in the enterprise using actionable and measurable steps.
Blanc Labs Welcomes Two New Leaders to Advance AI Innovation and Enhance Tech Advisory Services for Financial Institutions Across North America
Blanc Labs and TCG Process have partnered to transform lending operations with innovative automation solutions, using the DocProStar platform to enhance efficiency, compliance, and customer satisfaction in the Canadian lending market.
Blanc Labs Partners with TCG Process to Integrate their Automation and Orchestration Platform and deliver Advanced Intelligent Workflow Automation to Financial Institutions
Blanc Labs and TCG Process have partnered to transform lending operations with innovative automation solutions, using the DocProStar platform to enhance efficiency, compliance, and customer satisfaction in the Canadian lending market.
BPI in Banking and Financial Services in the US & Canada
Banking and financial services are changing fast. Moving from old, paper methods to new, digital ones is key to staying in business. It’s important to think about how business process improvement (BPI) can help.
Business Process Improvement vs Business Process ReengineeringÂ
Business process improvement vs. reengineering is a tough choice. In this guide, we help you choose between the two based on four factors.
What is the role of a Business Process Improvement Specialist?Â
A business process improvement specialist identifies bottlenecks and inefficiencies in your workflows, allowing you to focus efforts on automating the right processes.
Open Banking Technology Architecture Whitepaper
We’ve developed this resource to help technical teams adopt an Open Banking approach by explaining a high-level solution architecture that is organization agnostic.
Winning the Open Banking Race: A Challenger’s Path to Entering the Ecosystem Economy
Learn about the steps you can take in forming an open banking strategy and executing on it.
Canadian IT services firms offer a strategic opportunity for US Banks and FIs
Discover the strategic advantage for U.S. banks embracing innovation with cost-effective Canadian nearshore IT support.
These are not your grandmother’s models: the impact of LLM’s on Document Processing
Explore the transformative influence of large language models (LLMs) on document processing in this insightful article. Discover how these cutting-edge models are reshaping traditional approaches, unlocking new possibilities in data analysis, and revolutionizing the way we interact with information.
From Chaos to Clarity: Achieving Operational Excellence through Business Process Improvement
Discover transformative insights and strategies to streamline operations, enhance efficiency, and drive success.
Low-Code Tools and Automation Power Minor Ailments Program for Pharmacists
Blanc Labs teamed up with Daylight Automation (acquired by Quadient) to overhaul the process pharmacists use to assess and treat minor ailments, at a critical inflection point for Canadians to efficiently access healthcare services.
Navigating the Healthcare Interoperability Journey
Delivering a world-class teledermatology solution in partnership with MedX and Smile Digital Health
Lenders Transformation Playbook: Bridging Strategy and Execution
AI’s Mid-Market Makeover in Financial Services
Mid-sized financial services institutions (FIs) are facing significant challenges during this period of rapid technological change, particularly with the rise of artificial intelligence (AI). As customer expectations grow, smaller banks and lenders must stay competitive and responsive. Canada’s largest financial institutions are already advancing in AI, while many others remain in ‘observer’ mode, hesitant to invest and experiment. Yet, mid-sized FIs that adopt the right strategy have unique agility, allowing them to adapt swiftly and efficiently to technological disruptions—even more so than their larger counterparts.
Process Improvement and Automation Support the Mission at Trez Capital 🚀
Trez distributes capital based on very specific criteria. But with over 300 investments in their portfolio, they process numerous payment requests and deal with documents in varied data formats. They saw an opportunity to enhance efficiency, improve task management, and better utilize data insights for strategic decision-making.
Align, Assemble, Assure: A Framework for AI Adoption
An in-depth guide for adopting and scaling AI in the enterprise using actionable and measurable steps.
Blanc Labs Welcomes Two New Leaders to Advance AI Innovation and Enhance Tech Advisory Services for Financial Institutions Across North America
Blanc Labs and TCG Process have partnered to transform lending operations with innovative automation solutions, using the DocProStar platform to enhance efficiency, compliance, and customer satisfaction in the Canadian lending market.
Blanc Labs Partners with TCG Process to Integrate their Automation and Orchestration Platform and deliver Advanced Intelligent Workflow Automation to Financial Institutions
Blanc Labs and TCG Process have partnered to transform lending operations with innovative automation solutions, using the DocProStar platform to enhance efficiency, compliance, and customer satisfaction in the Canadian lending market.
BPI in Banking and Financial Services in the US & Canada
Banking and financial services are changing fast. Moving from old, paper methods to new, digital ones is key to staying in business. It’s important to think about how business process improvement (BPI) can help.
Business Process Improvement vs Business Process ReengineeringÂ
Business process improvement vs. reengineering is a tough choice. In this guide, we help you choose between the two based on four factors.
What is the role of a Business Process Improvement Specialist?Â
A business process improvement specialist identifies bottlenecks and inefficiencies in your workflows, allowing you to focus efforts on automating the right processes.
Open Banking Technology Architecture Whitepaper
We’ve developed this resource to help technical teams adopt an Open Banking approach by explaining a high-level solution architecture that is organization agnostic.
Winning the Open Banking Race: A Challenger’s Path to Entering the Ecosystem Economy
Learn about the steps you can take in forming an open banking strategy and executing on it.
Canadian IT services firms offer a strategic opportunity for US Banks and FIs
Discover the strategic advantage for U.S. banks embracing innovation with cost-effective Canadian nearshore IT support.
These are not your grandmother’s models: the impact of LLM’s on Document Processing
Explore the transformative influence of large language models (LLMs) on document processing in this insightful article. Discover how these cutting-edge models are reshaping traditional approaches, unlocking new possibilities in data analysis, and revolutionizing the way we interact with information.
From Chaos to Clarity: Achieving Operational Excellence through Business Process Improvement
Discover transformative insights and strategies to streamline operations, enhance efficiency, and drive success.
Low-Code Tools and Automation Power Minor Ailments Program for Pharmacists
Blanc Labs teamed up with Daylight Automation (acquired by Quadient) to overhaul the process pharmacists use to assess and treat minor ailments, at a critical inflection point for Canadians to efficiently access healthcare services.
Navigating the Healthcare Interoperability Journey
Delivering a world-class teledermatology solution in partnership with MedX and Smile Digital Health
Lenders Transformation Playbook: Bridging Strategy and Execution
AI’s Mid-Market Makeover in Financial Services
Mid-sized financial services institutions (FIs) are facing significant challenges during this period of rapid technological change, particularly with the rise of artificial intelligence (AI). As customer expectations grow, smaller banks and lenders must stay competitive and responsive. Canada’s largest financial institutions are already advancing in AI, while many others remain in ‘observer’ mode, hesitant to invest and experiment. Yet, mid-sized FIs that adopt the right strategy have unique agility, allowing them to adapt swiftly and efficiently to technological disruptions—even more so than their larger counterparts.
Process Improvement and Automation Support the Mission at Trez Capital 🚀
Trez distributes capital based on very specific criteria. But with over 300 investments in their portfolio, they process numerous payment requests and deal with documents in varied data formats. They saw an opportunity to enhance efficiency, improve task management, and better utilize data insights for strategic decision-making.
Align, Assemble, Assure: A Framework for AI Adoption
An in-depth guide for adopting and scaling AI in the enterprise using actionable and measurable steps.
Blanc Labs Welcomes Two New Leaders to Advance AI Innovation and Enhance Tech Advisory Services for Financial Institutions Across North America
Blanc Labs and TCG Process have partnered to transform lending operations with innovative automation solutions, using the DocProStar platform to enhance efficiency, compliance, and customer satisfaction in the Canadian lending market.
Blanc Labs Partners with TCG Process to Integrate their Automation and Orchestration Platform and deliver Advanced Intelligent Workflow Automation to Financial Institutions
Blanc Labs and TCG Process have partnered to transform lending operations with innovative automation solutions, using the DocProStar platform to enhance efficiency, compliance, and customer satisfaction in the Canadian lending market.
BPI in Banking and Financial Services in the US & Canada
Banking and financial services are changing fast. Moving from old, paper methods to new, digital ones is key to staying in business. It’s important to think about how business process improvement (BPI) can help.
Business Process Improvement vs Business Process ReengineeringÂ
Business process improvement vs. reengineering is a tough choice. In this guide, we help you choose between the two based on four factors.
What is the role of a Business Process Improvement Specialist?Â
A business process improvement specialist identifies bottlenecks and inefficiencies in your workflows, allowing you to focus efforts on automating the right processes.
Open Banking Technology Architecture Whitepaper
We’ve developed this resource to help technical teams adopt an Open Banking approach by explaining a high-level solution architecture that is organization agnostic.
Winning the Open Banking Race: A Challenger’s Path to Entering the Ecosystem Economy
Learn about the steps you can take in forming an open banking strategy and executing on it.
Canadian IT services firms offer a strategic opportunity for US Banks and FIs
Discover the strategic advantage for U.S. banks embracing innovation with cost-effective Canadian nearshore IT support.
These are not your grandmother’s models: the impact of LLM’s on Document Processing
Explore the transformative influence of large language models (LLMs) on document processing in this insightful article. Discover how these cutting-edge models are reshaping traditional approaches, unlocking new possibilities in data analysis, and revolutionizing the way we interact with information.
From Chaos to Clarity: Achieving Operational Excellence through Business Process Improvement
Discover transformative insights and strategies to streamline operations, enhance efficiency, and drive success.
Low-Code Tools and Automation Power Minor Ailments Program for Pharmacists
Blanc Labs teamed up with Daylight Automation (acquired by Quadient) to overhaul the process pharmacists use to assess and treat minor ailments, at a critical inflection point for Canadians to efficiently access healthcare services.