Building the HR foundations of a growing SaaS business

A discovery review that surfaced compliance risk, an underutilised HRIS, and a people experience that was struggling to keep pace with business growth.

HR CONSULTANCY · DISCOVERY REVIEW
A business that had scaled faster than its People infrastructure
THE CHALLENGE

The client was an established SaaS business, with a loyal customer base, recent investment, and ambitions to expand. With no dedicated HR resource, however, growth had come at a pace the HR function couldn't match. Policies were outdated, the HRIS was underutilised and there were some structural people issues creating friction the leadership team could feel but were unsure how to address.

The leadership team wanted an honest picture of where they stood: what the risks were, what was working, and what needed to change.

No HR resource

No dedicated HR function. Managers navigating complex people situations without qualified support or documented processes.

Legal exposure

Outdated policies and missing key documentation.

HRIS underutilised

Subscribed to an HRIS platform but critical data gaps and core features unused.

No performance framework

No objective setting, appraisal cycle, or capability process with inconsistent and unclear annual pay reviews.

Geographical disconnect

A cultural gap between the multiple locations, with staff in one feeling less visible and less supported.

Inconsistent onboarding

Genuine strengths in onboarding but uneven delivery across departments and no standardised framework.

Two workstreams. Four weeks. A complete picture.
THE APPROACH

The engagement comprised two parallel workstreams, designed to give leadership both a documentary baseline and an honest picture of the lived employee experience, before any recommendations were made.

01 Document & HRIS Review

Full audit of all HR policies, employment contract, company handbook, and the HRIS, assessing compliance, completeness, legislative completeness, and actual utilisation against capability.

02 Stakeholder Interviews

Qualitative interviews across all levels and both office locations, from C-suite to individual contributors, to surface the real employee experience and understand strengths, pain points and cultural dynamics from the inside.

Why This Matters

Many HR engagements start with solutions. This one started with listening. The combination of documentation audit and structured interviews meant every recommendation could be grounded in both legal reality and lived experience, not assumptions about what a business of this size and type usually needs.

The leadership team were presented with both the compliance picture and the unfiltered voice of their people, making the prioritisation conversation straightforward.

Six areas. A clear priority order.
WHAT WE FOUND

The review surfaced findings across six interconnected areas, some of which were anticipated.

HR COMPLIANCE & DOCUMENTATION
  • Several legally required documents were absent, including standalone grievance and disciplinary procedures and Health & Safety policy
  • Employment contract referencing outdated legislation
  • Policies embedded within the handbook rather than held as standalone documents, reducing their legal weight and employee accessibility
  • No version control, review dates, or named ownership on any document across the entire suite
HRIS
  • Right-to-work documentation absent for multiple employees
  • Employee contracts not uploaded; open sickness records not closed; demographic data incomplete
  • Performance management, document storage, and communication features entirely unused, limiting the platform's value to the business
PERFORMANCE MANAGEMENT
  • No formal framework in place, with objective setting, appraisals, and career development absent or inconsistent across departments
  • Annual pay review experienced as unclear and inconsistent
  • No capability procedure, leaving the business legally exposed in any termination challenge
CULTURE & WAYS OF WORKING
  • Consistently reported and meaningful disconnect between geographical offices
  • Ambiguity around hybrid and flexible working creating inequity, frustration, and retention and recruitment risk
  • Frequent terminations without visible process creating background job insecurity, affecting morale and culture
Five workstreams. Prioritised by risk.
RECOMMENDATIONS

The findings were translated into a structured, workable programme, with each workstream directly evidenced by the review. The two highest-risk workstreams were recommended for immediate commencement.

1
HR Compliance, Documentation & HRIS

Produce missing legally required documents; update all policies to current legislation; establish minimum HRIS usage standards and manager training. Highest priority.

2
Performance Management Framework

Company-wide objective setting, formalised one-to-ones, appraisal cycle, capability procedure, and a reformed pay review process. Highest priority.

3
Manager Capability Development

HR playbooks for key processes, targeted workshops, and clear decision-making boundaries to reduce C-suite involvement in day-to-day people matters.

4
Onboarding Framework

Standardise the onboarding experience across both offices, including pre-arrival communications, 30/60/90 day plans, buddy system, and formal probation milestones.

5
Culture, Connection & Ways of Working

A hybrid working policy, structured cross-office contact, career progression framework, and benefits review, protecting the culture that makes the business a place people are proud to work.

From unknown risk to clear priority order.
THE RESULT

In four weeks, the business moved from partial visibility, knowing that people issues existed but without a clear picture of their severity or source, to a structured, evidenced set of priorities with a clear programme of work to address them.

HR documents reviewed

Reviewed and assessed for compliance

Stakeholder interviews

Across all levels and offices

Phase 2 workstreams

Scoped, costed, and prioritised

Prioritised recommendations

Specific prioritised recommendations across 5 workstreams

The leadership team received a written report covering all findings, and a fully scoped Phase 2 proposal setting out exactly what needed to happen, in what order, and at what cost. The most important outcome: a clear, shared understanding across the leadership team of where the business stood and what it needed to do next.

Is This Engagement Right for You?
WHO THIS IS FOR

This engagement is designed for growing businesses at a specific inflection point, where the team has scaled, but the HR infrastructure hasn't kept pace, and the leadership team suspects there are risks they can't fully see.

No dedicated HR function

You don't have an in-house HR lead and people issues are landing with the CEO, COO, or line managers without qualified support.

Scaling faster than your processes

The business has grown significantly in the last two to three years and you know the people infrastructure hasn't kept up.

Something doesn't feel right

There are cultural or performance issues you can sense but can't fully diagnose and you want an honest, external picture before acting.

Preparing to scale further

Investment secured, expansion planned, or headcount set to grow and you want HR foundations that can support that growth without creating new risk.

Ready to See Where You Stand?

Every engagement starts with an honest picture of where you are now. If any of this sounds familiar, let's talk.

gaskindoddl@gmail.com | 07740 720364 | LGD HR Solutions