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.