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Case study · Professional services

Consolidating a 60‑person consulting firm’s tooling — 12 hours a week returned per person.

A tooling and workflow overhaul that returned an average of twelve hours a week to every consultant, and dropped invoice cycle time from eight days to 36 hours.

The challenge

What we were asked to solve.

A 60‑person consulting firm was drowning in manual admin — time entry across three tools, invoicing chains that took a full week, and expense reports scattered across email and WhatsApp. Consultants were losing more than 15 hours a week to overhead.

Our approach.

We consolidated their PSA, time tracking, and invoicing into a single stack, then automated the connective tissue between them. No new tools where existing ones could stretch; new tools only where the gap was too big to bridge.

  • Process mapping of 40+ touchpoints across delivery, finance, and support
  • Single PSA rollout with automated time‑to‑invoice flow
  • Approvals moved to Slack with audit‑quality records
  • Enablement sessions and playbooks for every team

The outcome.

Consultants got back 12 hours a week on average, invoice cycle time dropped from eight days to 36 hours, and the finance team eliminated two full days of monthly cleanup.

12 hrs
Returned per person per week
36 hrs
New invoice cycle
60
Consultants onboarded

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