How SBA Lawyers Achieved 100% Improvement in Leave Management
SBA Lawyers specializes in representing insurance companies, providing expert legal services and guidance. With a team of around 30 professionals, the firm values efficiency and transparency in all operational aspects, including leave management.
Company Snapshot
| Industry | Law Practice |
| Location | Toronto, ON |
| Team Size | 11-50 employees |
| Founded | 2018 |
The Challenge: Manual Leave Tracking Chaos
Before implementing Vacation Tracker, SBA Lawyers managed leave manually using spreadsheets and calendars. Melody Plummer, who joined as the bookkeeper in 2021, inherited the responsibility of handling HR and payroll tasks, including leave tracking.
“Tracking leave in a spreadsheet didn’t have any good sides, everything was manual,” Melody recalls.
Leave requests were submitted via email, requiring her to manually input data into an Excel sheet. Managing last-minute changes, cancellations, and re-bookings became a time-consuming and error-prone task. Additionally, she maintained a separate Excel sheet for team coverage, which, while improving visibility, still required daily manual updates.
The Solution: A 100% Improvement with Vacation Tracker
The tipping point came when the manual process became too time-consuming to manage. SBA Lawyers discovered Vacation Tracker through the Microsoft Teams app store. The onboarding process was quick, and the team adapted seamlessly to the new system.
“100% improvement,” says Melody. “Everything is on there, centralized and automated.” The transition from spreadsheets to an automated leave management tool eliminated manual work, providing Melody with more time to focus on strategic tasks.
The Results: Efficiency and Visibility
With Vacation Tracker, SBA Lawyers achieved:
- Centralized Leave Management: No more juggling spreadsheets—everything is now in one place.
- Improved Team Visibility: Employees can easily see who is away and check coverage through Microsoft Teams.
- Time Savings: Melody no longer needs to manually update spreadsheets, reducing administrative burden.
- Happier Teams: The intuitive interface made onboarding easy, with the entire team adopting the tool quickly and enthusiastically.
Conclusion
By switching to Vacation Tracker, SBA Lawyers transformed a cumbersome manual process into a streamlined, efficient system. Melody’s workload decreased significantly, and the firm now enjoys full visibility and automation in leave management, supporting their mission of operational efficiency and team transparency.