Transition from Tazworks

Sometimes the very tools you relied on to succeed in the first place can become roadblocks for future growth. A professional investigative services Consumer Reporting Agency (CRA) found this out the hard way when it began experiencing tremendous growth. The CRA was using a proprietary background checking platform when its growth challenged the platform beyond its technical capabilities and threatened client retention.

“We were as efficient as we could be with the tools we had,” recalls an executive with the CRA. “But there wasn’t going to be any increase in efficiency or other growth opportunities until we made technological advances. We’re not in the software industry; we’re in the background industry. We decided to be good at what we do and find someone else who’s good at what they do.”

The CRA originally signed with Tazworks, but she says the relationship was strained from the start. Once the contract was signed, issues began popping up immediately.

“At the time, I didn’t have enough understanding of what all of the platforms offered. I just assumed they were all about the same and offered the same functionality,” she admits.

Soon, however, she was told customization of applicant release forms and other tools weren’t included in the cost and that only a certain number of onboarding support hours were included, with additional hours coming with an extra price tag as well. “I started thinking [that] some things just aren’t sitting well with me,” she says.

After completing the entire onboarding process and right before moving over her first client, she followed her instincts and gave Accio Data a second look. She had seen a demo of the Accio platform before and had specific questions. The Accio team spent time with her the same afternoon she reached out and put her concerns to rest.

“I [took] side-by-side comparisons…to the management meeting the next day and everyone agreed to pull the plug on Tazworks and switch to Accio,” she says.