All Industries
Employee Evaluation Automation
The Problem
Annual employee evaluations require gathering data from multiple systems, compiling performance metrics, and writing summaries for hundreds or thousands of employees. It takes entire teams weeks or months to complete.
The Pipeline
1
Stored Procedure
Execute GatherEvalData collecting 34 data points per employee across HRIS, performance tracking, training completions, attendance, and project history
2
DreamFactory API
Serve results via secured REST endpoint with per-manager identity passthrough, ensuring managers only see their direct reports
3
AI Generation (Local Model)
Generate structured evaluation narratives per employee, routed to on-premises model for PII protection via DreamFactory model routing
4
Write-Back
Call {hr}_update_records to write generated evaluations back as drafts in the HRIS for manager review and approval
Result
8,000 evaluations generated in 16 seconds. Previously took a team of 10 four months of manual work. Saved over $1M compared to outsourcing the project to a systems integrator.
Real result: A DreamFactory customer with 8,000 employees reduced their annual evaluation process from 4 months of manual work to 16-second automated report generation, saving over $1M compared to outsourcing the project.
Manufacturing
Healthcare
Government
Certification & Training Tracking
The Problem
Regulated industries require employees to maintain current certifications, licenses, and training completions. Tracking expiration dates across hundreds of employees in spreadsheets leads to compliance gaps and potential work stoppages.
The Pipeline
1
Stored Procedure
Execute GetCertExpirations joining HR records, certification databases, and training completion logs across all facilities
2
AI Analysis
Identify employees with expiring certifications; calculate lead time against next available training sessions; flag anyone who will lapse before they can recertify
3
Write-Back
Call {hr}_create_records to generate recertification assignments with due dates and training course IDs in the learning management system
4
Event Script
Post-process hook triggers email notifications to affected employees and their managers with assignment details and deadlines
Result
Zero certification lapses. Recertification assignments created automatically 90 days before expiration. Notifications sent without HR manual intervention.
All Industries
Onboarding Progress Tracking
The Problem
Onboarding new employees involves coordinating across multiple departments, systems, and checklists. HR lacks visibility into where new hires are in the process, leading to slow ramp-up and inconsistent experiences.
The Pipeline
1
Cross-Database Query
Query HRIS for new hire records, IT provisioning system for equipment/access status, and LMS for training completion via three DreamFactory services
2
AI Analysis
Calculate onboarding completion percentage per hire; identify bottleneck stages (IT provisioning, badge access, training enrollment); flag hires stuck for more than 5 business days at any stage
3
Write-Back
Call {hr}_update_records to update onboarding status dashboard data and escalation flags
4
AI Generation
Generate weekly onboarding status report for HR leadership with bottleneck analysis and recommendations
Result
Onboarding bottlenecks identified in real time, not at 30-day check-in. New hire ramp-up time accelerated across the organization.
All Industries
Workforce Planning & Gap Analysis
The Problem
Workforce planning relies on static headcount reports and manual analysis. Department leads lack real-time visibility into staffing gaps, skill shortages, and hiring pipeline status relative to business needs.
The Pipeline
1
Stored Procedure
Execute GetWorkforceMetrics pulling headcount by department, open requisitions, attrition rates, and skills inventory from HRIS and recruiting systems
2
AI Analysis
Compare current staffing against budget targets; identify departments below minimum headcount; analyze skills gaps against project requirements
3
AI Generation
Generate workforce planning brief with hiring priorities, projected timeline to fill critical gaps, and budget impact analysis
4
File Output
Write planning brief to shared drive via {fs}_create_file for executive review
Result
Proactive workforce planning driven by real-time data instead of quarterly headcount snapshots. Critical gaps flagged before they impact project delivery.