Case Studies/Testimonials

September 26, 2023

HR Reality Check: Case Study #26

Scenario: Jacob and Cathy Thomas own a thriving funeral business in the Southeast that consists of multiple funeral homes, a crematory, a pet crematory and a cemetery. Jacob and Cathy employ a large staff who are assigned to work at a specific business, each with their own employee handbooks and standard operating procedures based on the nature of the business. Through the various businesses, they and their team successfully serve approximately 100 families each year. Jacob and Cathy are very proud of what they have accomplished. While dealing with employees can be challenging, they feel they have a strong and talented team that provides exceptional care to their families. Recently, they faced a unique employee situation they were unsure how to address. They had an employee, Gerald, who had been hired and assigned to work at the pet crematory, apply […]
September 29, 2022

HR Reality Check: Case Study #24

Scenario: Troy and Tammy Lexington run Lexington Funeral Home & Cemetery, a generational funeral home/cemetery combo in the southern United States that has served their community for almost 100 years. Currently they serve more than 600 families a year with case count on an upward trend. Troy and Tammy bought the business from Troy’s father and uncle 10 years ago. They are both licensed funeral directors but find a significant portion of their time is spent managing the business. However, they still roll up their shirt sleeves to help with daily tasks as needed. Several of their employees were inherited when they purchased the business and have many years of experience in the funeral industry in various positions throughout the operation. Their business has grown steadily over the years, leading them to increase their staff. A few of the “original” […]
March 29, 2022

HR Reality Check: Case Study #23

Scenario:  Remember Sally and Steve Mooney from HR Case Study #22?  They own Weacrematieu Cremation and Funeral Services located in the Southeastern United States.  The Mooney’s have a thriving business in an area that is experiencing a growth in population as it is very attractive to both new businesses and potential employees.  Weacrematieu case volume has been increasing year over year.  Long-term employee retention has been a key focus for Sally and Steve which has led them to develop very attractive benefits and compensation packages.  As part of their initiatives, they created an employee handbook and specific policies related to various benefits offered to employees.  These policies include health, dental, and vision insurance, paid sick leave, vacation leave and a retirement plan.  Within the employee handbook, the policies specifically outline how each benefit is provided or where to seek more […]
September 29, 2021

HR Reality Check: Case Study #22

Scenario: Sally and Steve Mooney started Weacrematieu Cremation and Funeral Services 25 years ago. Located in the heart of a popular tourist area in the Southeastern United States, the local population continues to expand as jobs are readily available and the cost of living reasonable. Weacrematieu has experienced significant growth each year in the number of families it serves, which has created challenges for Sally and Steve in terms of hiring licensed qualified staff and creating attractive benefit programs to retain them. It has been difficult to find employees who see working at Weacrematieu as a “calling” rather than just a “paycheck.” To encourage employees to have long-term vision, some of the benefits require employees to be employed for extended periods prior to qualification, such as the retirement plan. Sally has created an employee handbook that provides a summary of […]
March 22, 2021

HR Reality Check: Case Study #21

Scenario: Morten Funeral and Cremation Service is a high-volume business on the East Coast. The business is owned by Jim and Jane Morten who took the business over from Jim’s dad, Tom Morten, more than 15 years ago. This multigenerational business has served the heavy-populated area for more than 100 years. Jim and Jane have a great team of employees that support them in providing excellent service to the families in their community. However, there is one area of concern with their employees that continues to be a rising challenge for them. As the population in the area continues to grow, the roadways have become more congested. The number of incidents in which their employees are involved in car accidents are increasing. There appears to be an alarming trend where their employees are the ones at fault for these accidents. […]
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