
Elasticsearch Optimization for a Leading Human Resources SaaS Platform



Client
The client is a cloud-based HR SaaS platform used by organizations to streamline workforce management. Their platform supports payroll, scheduling, time tracking, employee onboarding, learning, talent management, and performance reviews, serving thousands of organizations globally.
Project Context
The client recognized the need to enhance its data analytics and search capabilities to better serve its diverse client base. They sought to leverage Elasticsearch to optimize search functionality, improve data-driven decision-making, and elevate the user experience across enterprise applications.
Challenges
- Fragmented search configuration across modules
- Lack of standardized ILM and sharding strategies
- Limited visibility into Elasticsearch resource usage
Solution
- Delivered expert training on ILM, transforms, and sharding
- Introduced best practices for index templates and API key management
- Guided Kibana dashboard structuring and access control
Project Objectives
- Enable scalable data management using ILM
- Implement data streams and cluster sizing best practices
- Enhance performance through optimized mappings and transforms
Solution Delivery
SquareShift conducted a tailored workshop series covering ILM strategies, Elasticsearch sizing, transform usage, Kibana object organization, and AWS integration. Best practices were shared across modules and use cases.
Testimonial
With newly acquired skills and best practices, our team is now able to drive insights and performance using Elasticsearch