The Client

CAS is an employee-owned technology company specialising in case management systems for complaints handling, employee relations, information requests (FOI, GDPR/SAR, EIR) and other regulated casework. Their Workpro case management software is used by public and private sector organisations throughout the UK and overseas. The company moved to employee ownership in January 2014, which coincided with significant investment in their products and processes.

The Challenge

The employee-owned structure at CAS drives a strong culture that focuses on client needs, exceptional service and constant improvement. They identified a business need for a strategic HR partner to support their long-term growth and deliver bespoke training and development to their management team. They required a partner with a strong understanding of innovation-led technology businesses, who understood their culture and ambitions, and who were flexible and responsive to their evolving needs.

“CAS and the Workpro Team have been working with Purpose HR since 2017, providing us with HR advice, policy development and training, and confidence that we have these areas covered.”

The Solution

Having been introduced to CAS through their Chairman and worked with them previously providing operational HR support on an ad hoc basis, Purpose HR were engaged as a trusted advisor to support their strategic goals. We conducted an initial scoping session with the senior leadership team in order to gain an in depth understanding of business priorities. Together with an audit of the existing people framework, we were able to identify the key HR priority areas. These were: an update and refresh of policies and contracts to ensure compliance and culture fit; a tailored training and development programme for line managers; induction and onboarding tools and processes to support recruitment; and development of a performance management and assessment process.

The outcome was a tailored strategic HR plan, with a proposed delivery timeline, to support and enable organisational growth from a people management and development perspective.

A regular ‘bank’ of HR support was agreed, providing CAS with a full hands-on HR service and access to expert guidance to support and coach their manager group.

The Outcome

Employee ownership at CAS has fostered a collaborative, responsive and supportive culture which now benefits from an aligned HR strategy to achieve business goals and enhance business performance. They have well-defined and compliant HR practices, systems and supporting frameworks in place which are tailored to a work environment that fosters intrapreneurship and innovation.

A bespoke management training programme has expanded leadership capabilities and strengthened CAS’ core values, policies and processes, driving progress and efficiency. Delivered through a series of interactive workshops, this training has enabled line managers to effectively develop and support their teams.

CAS have the reassurance of having a trusted HR partner who understands their culture and strategic goals. A partner who is embedded in their organisation, supports their growth and adds value across the business. Their leadership team have access to trusted advice and guidance as and when they need it to support with all aspects of people management and development.

“Purpose HR’s holistic approach ensures that the guidance and support they deliver is tailored to our needs and is backed both by a solid understanding of our culture, our aims and ambitions, as well as their wider experience of working with other technology SMEs.”

Chris Ellis, Chief Technical Officer, CAS

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