Brunel is an international service provider specializing in the flexible deployment of talent, knowledge, and capacity, with services that include recruitment, HR services, global mobility, health, safety and environment consultancy, and vendor management.
To consolidate worldwide recruitment operations and improve the consistency of documents produced across its global network, Brunel standardized document generation on Microsoft Dynamics and Experlogix Document Automation.
- Improve consistency across documents produced throughout global recruitment operations.
- Generate personalized resumes directly from candidate and consultant profiles.
- Automatically generate employment contracts for hired candidates.
- Produce assignment contracts and related correspondence from CRM data.
- Centralize governance of a large global template library.
- Give recruitment teams access to pre-approved document templates.
- Support more than 1,000 users through a familiar Microsoft Dynamics experience.
- Reduce repetitive document creation and improve internal efficiency.
Challenge
Brunel operated a global network of 106 branch offices in 37 countries in the source case study. That scale meant recruitment teams were working across a broad variety of systems, document templates, and languages.
The organization wanted a more centralized approach to the documents produced every day, with the goal of streamlining internal processes, improving document creation, and maintaining greater consistency across worldwide operations.
Brunel decided to consolidate its recruitment operations and associated document-generation tasks on Microsoft Dynamics CRM.
Recruitment teams worked with different systems and document templates across countries and offices.
Documents needed to support recruitment activity across a multilingual international organization.
Brunel needed confidence that employees were generating documents from the approved corporate templates.
Recruitment document generation needed to be brought into a more centralized business environment.
Candidate and consultant information needed to become consistently branded resumes.
Hired candidates needed personalized employment documentation.
Consultant assignments required documents populated from the relevant CRM information.
Initialization, renewal, and termination communications also needed to be generated consistently.
Solution
Brunel integrated Experlogix Document Automation with Microsoft Dynamics CRM and used the combination throughout its recruitment-services processes.
Candidate and consultant profiles created in Microsoft Dynamics could supply the personalized information required by recruitment documents. Brunel-branded templates were created with the Experlogix Template Builder add-in for Microsoft Word.
Candidate and consultant profiles in Microsoft Dynamics provide the information used to generate personalized resumes.
Hired candidates receive employment contracts generated through Experlogix Document Automation.
Assignment contracts and related correspondence use personalized information stored in Dynamics CRM.
In the source workflow, users could generate and deliver the appropriate documents with one or two clicks.
Brunel creates a profile for each candidate or consultant in Microsoft Dynamics.
Document Automation uses that profile to create a personalized Brunel-branded resume.
When a candidate is hired, employment contracts can be generated from the same business environment.
Assignment contracts and correspondence for initialization, renewal, and termination can also be produced from CRM information.
Brunel maintained a couple hundred templates on its central corporate servers, with the library managed by the IT team.
Experlogix Document Automation pulled pre-approved templates from those centralized repositories, helping recruitment-services employees generate documents from controlled corporate templates rather than maintaining their own local versions.
Current Experlogix Document Automation for Microsoft Dynamics 365 continues to support data-driven document generation directly from the Microsoft business environment.
Result
Consolidating recruitment operations and document generation on Microsoft Dynamics CRM and Experlogix Document Automation gave Brunel a more centralized way to create and manage recruitment documents.
The approach improved consistency by controlling which templates were used across the organization while giving recruitment teams a familiar Microsoft Dynamics experience for their document-generation tasks.
More than 1,000 Brunel users adopted the integrated Dynamics and Document Automation process.
Pre-approved templates helped standardize documents generated throughout the organization.
A couple hundred templates could be maintained in centralized corporate repositories rather than distributed across local teams.
The centralized model gave Brunel greater control over the templates used in global recruitment processes.
Employees could perform document-generation tasks through the Microsoft Dynamics environment they were already using.
Automated document generation reduced repetitive document work across recruitment operations.
“The leap forward we made in terms of user productivity, document consistency and template manageability is astonishing.”
Brunel's case study demonstrates how centralized CRM data and governed templates can support document generation across a large, distributed recruitment organization without requiring each local office to manage its own document process.
See how Brunel connected Microsoft Dynamics, centralized template management, and Document Automation to standardize recruitment documents across its global organization.
