Winners Announced For 2019 Partners in Quality Award

WHR Group, Inc., (WHR) is pleased to announce the recipients of its 2019 Partner in Quality Award. The Partner in Quality Award recognizes those partners in WHR’s Global Network that exceeded customer satisfaction and service excellence.

The Partner in Quality Award requires a minimum of 20 transactions over the course of the year and rankings within the top one percentile of the relocation partner’s service category. The award recipients below exceeded expectations in cost management, customer satisfaction, quality, and supply chain management – earning our best-in-class rating.

 The 2019 Award Winners are:

Ebby Halliday Realtors, Arlington, TX
Russ Lyon Sotheby’s International Realty, Scottsdale, AZ
New World Van Lines, Chicago, IL
Ward North American, San Antonio, TX
Paramount Transportation Systems, San Marcos, CA
Nomad Temporary Housing, San Diego, CA
BHHS Georgia Properties, Roswell, GA
Bloomington Relocation Systems Inc., Normal, IL
Slidell Moving & Storage, Slidell, LA
Boone’s Moving & Storage / PRS, Tipton, PA
Newland Chase, Vienna, VA
Relocation Decisions, Libertyville, IL

Why Workflows Matter

Workflows have become a bit of a buzzword in the business community, and no wonder why! With all the redundant tasks that can pop up in a process, workflows not only help your team perform at their best, they emphasize exactly what contributes to the success of a business.

domestic relocation

This, in turn, dramatically improves business operations by minimizing room for errors and increasing overall efficiency through streamlined and automated tasks. Account managers can make quicker, more effective decisions and employees can collaborate in a more productive and efficient way. 

WHR’s unique workflows create the framework of our technology allowing our team to stay proactive and work on a just in time basis. From our vendor management system that creates metric driven scorecards, to our 100% accurate and compliant invoicing processes—everything is completely integrated so clients and their transferees have a positive relocation experience.

Introducing “myWork One”

Designed to keep the high-touch aspect intertwined throughout every relocation process, “myWork One” monitors every transferee experience for key events and critical dates. This allows our staff to remain aware of all relocation dates/deliverables and consolidate key documents/correspondences into our document repository.

Because our system is fully integrated with DocuSign®, we can use the repository to pull together all file details into a single electronic representation that remains available for easy reference. We want your transferee’s relocation process to be as simple as possible, which is why our workflows offer complete transparency, adaptability, and compliance for every national and international move.

Complex compliance issues can create daily challenges for those managing relocation programs, and the consequences of being non-compliant holds large implications for companies. For this reason, we literally build your policy parameters into our technology. Every expense limit and cap lives within our system and is monitored, tracked, and reported to ensure compliance.

How Do Our Workflows Function?

The best thing about our workflows is they optimize key tasks for our employees to be proactive by seeing and addressing issues before your transferee is even affected.

As every workflow task is completed, our system will monitor key dates and documents to ensure complete compliance to policy and allow maximum utilization of the relocation benefits.

Service Partners

We take client and transferee satisfaction very seriously, which is exactly why we have spent years building a quality service partner network that can meet your needs with the highest level of quality service. Transferee satisfaction surveys are the backbone of our service partner’s performance measurements. We utilize the responses to quickly address any service issues, and our leadership and management teams receive immediate alerts if a survey is returned with a score lower than 4 out of 5.

We contribute our success to the commitment we have to provide our clients with the best possible service. The workflows we’ve developed facilitate this superior customer service by providing cost-effective and efficient relocation services. We invite you to learn more about our workflows and the high-quality service we provide to our clients. 

Leverage the Power of Information with Our Portals

Since we wanted to put the power of information in your hands, we created two online portals. One for you, our client, and a second portal for your transferees. Our client and transferee portals are designed with one thing in mind—to make the relocation process simple. Simple means stress-free, streamlined, transparent, informed, and functional.

domestic relocation

Your Client Portal

The client portal houses information regarding employee benefits, data integrity, record retention, and information security. Access everything you need in one place, on any device, and at any time including the following:

  •  Customized dashboards that include snapshots of key metrics
  • Full access to all file information
  • Online authorizations
  • Real-time reports and invoices
  • Employee satisfaction surveys
  • Third-party scorecards
  • Contact information for your client service manager/counseling teams with secure, live chat
  • Document repository and more!

When clicking on an individual employee, you will be shown an “at a glance” summary of activity. All file notes and status updates are available to review in real-time.

Documents and invoices are also digitally stored within each file and available for review 24/7. Our authorization process is designed to ensure every task is executed correctly, regardless of size or scale.

We will build your policy parameters into our system so that your portal is customized to your specific policy, data requirements, and reporting needs. Controls are built into our system preventing duplication of relocation authorizations and providing an audit trail that will identify input, corrections, amendments, and approvals within each transferee file.

Access and review transferee required documentation and expense submissions for a transparent and easy experience that offers all our customers support. We’ll move your top talent to where you need them in a way that is stress-free, compliant, streamlined, and successful.

Your Transferee Portal 

Our transferee portal offers each transferee and their family access to all available tools and resources for a smooth and easy relocation. Similar to the client portal, the transferee portal houses snapshots of important information directly on the landing page.

We believe that your transferees should have the ability to communicate and submit documents based on their individual preferences, which is why the transferee portal includes the following:

  • Live instant messaging with the counseling team
  • Expense management
  • Assigned benefits summary
  • Notifications for required tasks/documents
  • Document repository
  • Resource center for hellpful websites
  • Downloadable guides and checklists

Because physical documents are often a hassle with the potential for delays, our eForms feature means no more hefty paperwork or missing information. Your employees can complete all paperwork securely online from their computer, phone, or tablet, and sign all eForms using DocuSign®.

By putting the power of information into your hands, our portals help to make the complex simple. We invite you to learn more about our client and transferee portals to discover how we can improve turn time and visibility in the relocation process.

Our 2019 Year in Review

It’s hard to believe that we just welcomed in a New Year! As we reflect on the great things that happened in 2019, we’re also excited about renewing our commitment to exceptional service, year-over-year savings, and continued growth as we work with our clients to implement exceptional relocation programs.

As we look toward the future, we are more dedicated than ever in continually moving in the right direction. All of us at WHR Group feel privileged in the work we do. As part of this, we are proud to share a few of our favorite highlights and achievements from the past year.

domestic relocation

Our History

In 2020, we will be celebrating the 25th anniversary of WHR Group. When Roger Thrun started WHR in the bedroom of his house, he never imagined we would become a global relocation management company servicing such a vast diversity of clients in countries across the globe. As we begin to kick off our 25th year, we’re also celebrating the consistent ownership and leadership we’ve had over this time as it has provided a bedrock of consistency in an industry of constant ownership changes.

Award-Winning Culture

WHR was named a Top Workplace for the sixth consecutive year by the Journal Sentinel! We’re also very excited that our CFO, Jami Long, was named CFO of the Year by the Milwaukee Business Journal! We are proud of our leadership team and the commitment and loyalty of our employees. With an employee retention rate of 96.5% and NPS score at +76.8, it’s no wonder our clients are so happy with the tenure, experience, and insight our exceptional professionals offer every single day. We continue to invest in every employee by providing ongoing employee development including GMS, CRP, IT Training, Title Training, Cultural Competency, Presentation Skills, and Emotional Intelligence education.

Year-Over-Year Savings

We’re at it again this year helping our clients save time, effort, energy…and money! Through our policy reviews, expert program recommendations, and partner network utilization, our clients are creating workflow efficiencies, deepening employee engagement, and leveraging their budgets to provide the greatest value.

We Work in Our Client’s Best Interest

Our clients’ relocation requirements reach beyond U.S. borders, and while we have been offering international relocation services on a global scale, it was imperative to look beyond. In order to provide the level of customer service our clients need, we laid the groundwork to open two international offices in 2020. Operations will launch this year in Zurich, Switzerland, and Singapore, to support our global clients.

Technology You Can Rely On

Since compliance is so important, our NIST 800-53 alone features 262 controls. Our information security program is in accordance with the Federal Information Security Management Act (FISMA) and the Office of Management and Budget (OMB). Additionally, our technology works to help the planet and your bottom line. Paper-based processes don’t just cost you time—they can have a significant environmental impact as well. We’re committed to helping both and by moving to DocuSign®, we’ve helped save the following:

  • 3,716 lbs. of wood
  • 9,939 gallons of water
  • 8,360 lbs. of CO2
  • 549 lbs. of waste

The Best Service You Will Ever Receive

This past year, we continued to enhance the user experience by enabling push notifications, SMS, and videos with upgrades to the transferee and client portals. This has allowed real-time information exchange to correct and improve service issues on the spot. We also enabled a household goods virtual surveying tool to help reduce the number of contacts a transferee needs to engage with throughout the relocation supply chain.

Throughout the coming year, we look forward to building on our strong foundation and achieving even greater heights of accomplishment. Whether you are an employee, client, or service partner, our goal is to advance lives forward. We want to provide an impact directly to you as we help people move to new places and experience new opportunities every day.

Solving Your Employee Relocation Needs with Customizable Technology

How are you managing your domestic and international employee relocations? If you’re using an outside relocation partner, are they providing you with a secure and customizable technology tool? 

We understand that every organization’s relocation program is unique. To address that need, we developed our own proprietary employee relocation technology.

domestic relocation


WHR knew that to meet the requirements of a complex industry and provide solutions that supported our clients, we needed a tool that would be agile, flexible, customizable, and offer the strongest possible security features.

CARICS (Counseling, Appraisals, Referrals, International, and Closing System), our all-inclusive program is designed to address your daily tasks and relocation needs. Whether it’s service execution, workflow tracking, vendor management, or a document repository, CARICS plays a large role in the success of happy and positive relocation experiences.

Built in-house, CARICS manages every aspect of our client’s relocation needs. From file initiation through operational execution and customer billing, CARICS handles multiple core services and is supported by a sophisticated task management operational system.

All Data is Secure

Safeguarding the confidentiality, integrity, and availability of your company and transferee data is essential. To ensure this, we maintain an information security program in accordance with the following:

  • Federal Information Security Management Act (FISMA)
  • Office of Management and Budget (OMB)
  • National Institute of Standards and Technology (NIST)

Also, CARICS is regularly audited and continually backed-up, guaranteeing you always have secure and immediate access to your company and transferee information.

Customizable and Agile

With CARICS, you can access the reports you need when you need them—and in a format that works best for your organization. Since our technology is agile, you get customized, ad-hoc reporting at any time and at no additional cost. Whether you require filters based on cost centers or subsidiaries, or need a column reordered in an Excel export, our system is flexible enough to meet all your needs.

During implementation, we build your relocation program, policies, and individual benefits into our system. Every parameter, every expense limit, and every cap lives within the system. By customizing our technology to meet your unique requirements, we ensure 100% compliance.

Invoicing Designed for You

We know there is not a one-size-fits-all solution when it comes to global mobility, so CARICS was designed with the capability to track and support all financial transactions including:

  • Employee equity
  • Mortgage payoff
  • Resale closing
  • Vendor payments
  • Client invoicing
  • Immigration processing and tracking
  • Compensation tracking, and more

Whether you require individual billing, offset billing, or group billing, CARICS can format requests and provide you with the invoices you need for the efficient processing you deserve. CARICS can also support bi-weekly, monthly, or case-by-case basis billing.

The right relocation management tool will provide efficiency, agility, security, and customization. Most relocation management companies opt to use technology that’s designed for the average user, but we know you’re not just average.

To learn more about how CARICS can help your organization, contact us today!