sofiaby FINdustries
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Lattice people records kept in step across systems

Sofia reads people details in Lattice and checks them against your HR, directory and project systems, so reviews and staffing start from the same team.

Ideas to put to work

Review cycles and staffing that start from an accurate team list.

  • People checked against HR

    Sofia compares Lattice users with current employees in BambooHR and lists anyone missing or out of date, for HR to fix.

  • Review cycle roster

    Before a review cycle, Sofia reads people details and builds a roster in Excel by manager and department for HR to confirm.

  • Reporting lines answered in Slack

    Ask Sofia in Slack who someone reports to or which department they're in, and she answers from Lattice.

  • Staffing suggestion for new work

    Sofia reads people details alongside open Asana projects and drafts a staffing suggestion in Word for each new engagement.

What Sofia can do with Lattice

Sofia reads and keeps current

  • Users

Sofia does, with your approval where you want it

  • Look up a person's details

Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.

Connect Lattice to Sofia

Score your firm in three minutes, or talk to our team.

One real workflow, every month. The before-and-after time, what still needs review, and which systems it touched.

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