120+
Hours Saved Monthly
50%
Reduction in Admin Time
Zero
Data Entry Errors
Overview
This consulting firm had 25 employees, but their administrative overhead was eating into profitability. Consultants were spending nearly a full day each week on non-billable tasks like updating spreadsheets, generating client reports, and tracking communications. They needed a system that would automate the repetitive work while integrating seamlessly with their existing tools.
The Challenge
A consulting firm was spending 30+ hours per week on manual administrative tasks—data entry, report generation, and client communication tracking—taking time away from billable work.
Our Approach
- Mapped all existing workflows and identified automation opportunities
- Designed integration architecture connecting CRM, email, and accounting systems
- Built custom automation engine with configurable workflow triggers
- Created centralized dashboard for real-time visibility into all client projects
- Implemented automated report generation with branded templates
The Solution
We analyzed their workflows and built a custom automation system that integrated with their existing tools. Automated data syncing, report generation, and a centralized dashboard transformed their operations.
"We've essentially added the equivalent of a full-time employee without the overhead. The ROI was immediate."
Managing Partner
Regional Consulting Firm