Workflow Automation for Professional Services Firm
Professional Services Firm
A mid-sized professional services firm was struggling with manual data entry, disconnected systems, and inefficient workflows that were slowing down their operations and causing errors.
The Challenge
The client faced several critical challenges:
- Manual data entry between CRM, billing, and project management systems
- Frequent errors due to duplicate data entry
- Lack of real-time visibility into project status
- Time-consuming reporting processes
- Difficulty scaling operations with existing processes
These issues were costing the firm approximately 20 hours per week in manual work and causing client dissatisfaction due to billing errors and delayed responses.
Our Solution
We designed and implemented a comprehensive automation solution:
1. Systems Integration
- Connected CRM (Salesforce) with billing system (QuickBooks)
- Integrated project management tool (Asana) with time tracking
- Built custom API middleware for data synchronization
2. Workflow Automation
- Automated client onboarding process
- Real-time project status updates across systems
- Automated invoice generation based on time entries
- Scheduled reporting and notifications
3. Custom Dashboard
- Real-time visibility into all active projects
- Automated KPI tracking and reporting
- Client portal for self-service access
Technology Stack
Results
Faster project completion times
Reduction in manual data entry
Fewer billing and data errors
Staff time freed for billable work
Improved NPS scores
Time to positive return on investment
“SANKALP transformed our operations. The automation they built has saved us countless hours and virtually eliminated billing errors. Our team can now focus on client work instead of administrative tasks.”
Sarah Johnson
Operations Director
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