Your team deserves a seamless experience.
HR, payroll, and PEO organizations run on complex, high-volume client operations. We help you build the workflow infrastructure to deliver consistent, scalable service—without the manual overhead.
The partner that understands PEO and HCM complexity.
Our most documented case study is AspenHR—a PEO that grew 300% in 12 weeks after axa·nexa built their quote-to-implementation workflow on monday.com. We understand the unique operational complexity of PEO service delivery, from sales through benefits implementation, and we build solutions that reflect it.
HR and PEO organizations need their sales pipeline, client onboarding workflows, and operational delivery to work together seamlessly. We build unified monday.com environments that connect all three—eliminating the handoff gaps that slow down client service.
We connect monday.com to your existing HRIS, payroll platforms, and e-signature tools via Make.com and PandaDoc—so data flows automatically between systems and your team spends less time reconciling information across platforms.
Sales to service delivery, without the gaps.
HR and PEO organizations manage high-touch, high-volume client relationships. We help you build the workflow infrastructure to deliver consistent service at scale.
Quote-to-Implementation Workflow
Automate the handoff from sales to implementation with structured project templates, e-signature integration, and milestone tracking from contract signature through client go-live.
Client Onboarding Automation
Build consistent, repeatable onboarding workflows that ensure every client receives the same high-quality experience - with automated task assignment, deadline tracking, and status visibility.
CRM & Sales Pipeline Management
Give your sales team a structured CRM on monday.com that drives pipeline visibility, activity tracking, and conversion reporting - connected to your implementation workflows.
Benefits & Compliance Workflow Management
Manage open enrollment, benefits administration tasks, and compliance filing deadlines in a single, automated workflow environment.
AspenHR uses axa·nexa to unify sales, onboarding & operations.
AspenHR, a PEO serving startups and growing companies, partnered with axa·nexa to replace siloed, manual processes with a unified monday.com workflow spanning sales, contract execution, and client implementation. The results transformed how AspenHR operates and scaled.
300% increase in customer base in 2023
100% increase in sales conversion post-implementation
625 boards created across the organization
AspenHR’s departments—Sales, Accounts Payable, Benefits, and Implementation—each maintained their own processes and data, creating significant redundancy and manual effort. There was no structured sales cycle and low visibility into post-contract onboarding tasks, limiting the organization’s ability to scale.
Axa·nexa built a unified sales and implementation workflow on monday.com, integrating PandaDoc for e-signature and developing project templates to drive consistent onboarding. A unified data model was established across all teams, giving sales and implementation a single source of truth and the visibility needed to scale the business.
Ignite HCM uses axa·nexa for CRM, CLM, and platform integration.
Ignite HCM LLC, an HCM and HR technology firm, engaged axa·nexa for a multi-phase engagement covering CRM implementation, Contract Lifecycle Management, Kickstart builds, and Make.com integrations—establishing a fully connected operational platform.
Multi-phase engagement: CRM + CLM + integrations
Make.com integration hosting established
End-to-end HCM workflow infrastructure built
Ignite HCM needed a unified operational platform that could support their CRM, contract management, and client delivery workflows—and connect those functions through automated integrations with their broader tech stack.
Axa·nexa delivered a phased engagement starting with CRM and CLM implementation, followed by Kickstart builds for additional use cases and Make.com integrations to connect Ignite HCM’s monday.com environment to downstream systems. The result was a fully integrated operational platform supporting the entire client lifecycle.
HCM provider accelerates contracting velocity and protects portfolio value with axa·nexa on monday.com.
A human capital management company brought in axa·nexa to overhaul a contracting program that could no longer keep up with the business. Slow cycle times, hard-to-find agreements, and weak adoption of existing tools were quietly eroding ROI across the portfolio. The engagement delivered a monday.com program organized around the four outcomes leadership cared about: velocity, visibility, vitality, and value.
Contract cycle times shortened to match the pace of the business
Every contract and its terms made findable in one place
Value leakage curbed by capturing obligations utilizing structured templates
Contracting at the HCM provider was lagging the rest of the business on every dimension. Cycle times stretched out and the process could not match the pace of sales, renewals, and partner work. The contracts themselves were difficult to surface, and significant effort went into simply locating agreements and their terms. The tools already in place delivered limited enterprise value because adoption never took hold, and ROI from current solutions had quietly slipped, making it clear the program needed a reset rather than another point fix.
Axa·nexa designed the new program around the four outcomes leadership wanted to move, deployed on the client’s monday.com platform. Velocity came from standardized workflows and automated routing that replaced manual handoffs, letting cycle times track the pace of the business. Visibility was solved by indexing every contract, template, and service obligations in one library, with role-specific dashboards giving each team the view it needed. Value came from anchoring the rollout in adoption from day one, with team-specific workspaces, training, and persona based views built to drive the daily usage that turns platform spend into ROI.