Know how to Automate Access Requests, Certifications, and Compliance Reporting

CASE STUDY

How Rosenberg & Estis Automated its Employee Lifecycle with Hire2Retire

An icon for person with clock describing Timely Terminations with Hire2Retire
Timely Terminations
An icon for Handshake describing the superior first day at work with Hire2Retire
Superior "First Day at Work"
An icon for identity card describing Managing Access and Privileges with Hire2Retire
Manage Access & Privileges
An icon with lock and password describing Identity Provisioning with Hire2Retire
Identity Provisioning

Industry

Company Size

170+ Employees 

Implemented Solution

Customer

Rosenberg & Estis, P.C. is a leading real estate law firm in New York City. Since 1976, the company has worked with landlords, developers, and banks. Its170+ employees need safe and reliable access to its systems every day. 

Like many professional services firms, Rosenberg & Estis managed employee lifecycles manually. HR used Paychex, while IT managed a Hybrid Active Directory environment. The two systems didn’t talk to each other. Every new hire, change in role, or departure required someone to do it manually. That caused problems with timing, consistency, and security. 

The company used the Hire2Retire platform to fix this. Hire2Retire connects Paychex to Hybrid AD, automating the entire employee identity lifecycle. The process was faster, safer, and fully auditable from the first day to the last day. 

Every Hire, Change, and Exit Depended on a Human

Trust is the foundation of the law industry. Clients share sensitive legal and financial information. That information needs to be safe all the time. Access should always match an employee’s current job, nothing more, nothing less. 

At Rosenberg & Estis, P.C. employees frequently move between roles or departments of their careers. Partners become associates. People move from one department to another. Some people leave and come back. For each of these events, IT had to work manually. 

The company saw three specific areas where this manual method was putting them at risk:  

1. Onboarding Was Too Slow

It took a lot of manual work to get a new hire ready for their first day. HR entered employee’s information into Paychex. Someone noticed, created ticket and then IT took an action.  The process could take hours or even longer during busy weeks. New hires arrived without accounts, without access, and without the tools they needed. This frustrated employees and wasted billable time from day one. 

The company cut down on onboarding from hours of manual work to fully automated provisioning on the first day. 

2. Access Was Inconsistent and Uncontrolled

IT staff granted access manually without following consistent rules.  Employees in the same role might have different levels of access. It was rare for old access to be cleaned up properly when people changed jobs. 

Over time, employees accumulated unnecessary access, which violated the Principle of Least Privilege and created serious risks for a law firm handling sensitive client matters. 

Role-based access control now ensures 100% consistency. Every employee gets exactly what their role requires automatically. 

3. Offboarding Was Unreliable

Earlier, when employees left, IT revoked their account access based on the checklist. However, checklists were sometimes missed, so some employees kept access to systems, email, and third-party applications longer than necessary. 

A single missed step in the offboarding process could mean a serious breach for a company that deals with private legal and financial information. There was a real risk. The process wasn’t dependable enough. 

Now, terminations are scheduled or happen right away. Access is taken away at the right time every time, without any help from people. 

How Hire2Retire Fixed It

Key results Hire2Retire delivered to Rosenberg & Estis

Rosenberg & Estis implemented Hire2Retire as the central engine for its entire identity system. Hire2Retire linked Paychex to Hybrid Active Directory. It also integrated with Azure AD for cloud-based tools like OneDrive and Exchange Online. 

This made the system predictable. When HR changes something in Paychex, the IT environment reacts in an automatic and predictable way. There’s no need to raise a ticket, wait, or do things manually.  

Hire2Retire uses employee attributes, such as job title, department, and location to set access rules. The system updates access when attributes change. The company started in supervised mode, which meant that they reviewed every change and then moved to full automation. 

The Results: Moving Faster with Better Security

Rosenberg & Estis saw clear improvements in both operational efficiency and security after implementing Hire2Retire. The table below shows the measurable impact on their employee lifecycle processes.

Performance Metric Before Hire2Retire With Hire2Retire
Onboarding Speed 1–2 Hours to Days (Manual) Automated on Start Date
Access Accuracy Error-Prone, Inconsistent 100% Rule-Based
IT Workload Manual Tickets Every Change Near-Zero Manual Effort
Offboarding Checklist, Often Missed Scheduled + Instant Options
Audit Readiness Manual Log Review Built-In Compliance Trail

Why it Made Business Sense

The costs associated with hiring or changing jobs at a professional services firm are significant. The amount of time that IT spends setting up accounts and providing access to users or manually offboarding users can become incredibly costly. According to Forrester Research, each access-related help desk ticket costs businesses $70 or more, and the overall cost quickly adds up across the number of hires, role changes, and departures. 

Automating these processes has allowed Rosenberg & Estis’ IT team to redirect and free their specialists from day-to-day maintenance and instead dedicate their time towards high-value-add projects. These include enhancements to their infrastructure and security or, more broadly, their strategic initiatives. 

At a professional services firm, where every hour has a set value, a proactive IT approach brings long-term benefits. 

Conclusion: Turning Identity Management into a Strength

Identity Lifecycle Management is essential for business continuity and security. By linking Paychex with Hybrid AD via Hire2Retire, Rosenberg & Estis, P.C. has eliminated the possibility of human error creating risk.  

With this integration, access always reflects current roles. The system sets up new hires correctly, handles terminations immediately, and updates all role changes automatically. At Rosenberg & Estis, identity security is now built into daily operations and not treated as an afterthought. 

Want to learn more?

Ready to join the wave of companies automating their employee lifecycle management processes with Hire2Retire? Schedule a demo call with us today to see what Hire2Retire can do for your business. 

RoboMQ is not affiliated, associated, authorized, endorsed by, or in any way officially connected with any of HR systems that it provides integration with and are mentioned in this case study. All product and company names are the registered trademarks of their original owners. 

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