Complete digitization of a consulting company's operations
Overview
🏢 About the client
A management consulting and business development firm serving startups and mid-sized companies
Challenge
Traditional project management
Complex Excel files, difficulty in tracking, information loss, and no unified visibility across projects
Time-consuming manual reports
20 hours/week to create reports, data scattered across different places, delays in delivering reports to clients, and calculation errors
Difficulty tracking work hours
Inaccurate Excel reporting system, inability to analyze profitability accurately, and difficulty with planning
Weak team collaboration
Too many files, multiple versions, sharing difficulties, and loss of important updates
Solution
We designed a comprehensive project management system that connects all aspects of work:
🔧 1) Integrated project management system
- Unified dashboard for all projects
- Tracking tasks and deadlines
- Assigning tasks to consultants
- Automatic notifications for upcoming deadlines
🔧 2) Report automation
- Automatic daily/weekly/monthly reports
- Ready-made customizable templates
- Export in multiple formats (PDF, Excel, PowerPoint)
- Automatic sending to clients
🔧 3) Smart time tracking
- Mobile app for logging hours
- Automatic integration with projects
- Profitability analysis for each project
- Automated invoicing system
🔧 4) Collaborative workspace
- Shared online documents
- Real-time comments and reviews
- Complete change history
- Flexible role-based permissions
🛠️ Technologies used:
Next.js
TypeScript
PostgreSQL
AWS S3
React Native
⏱️ Timeline:
Analysis
Analyze current operations and define requirements
One week
Development
Build the project management system and mobile app
3 weeks
Launch
Test, train the team, and launch the system
One week
Results
After 3 months of implementation, the results were remarkable:
💵 Return on investment (ROI)
Cost recovery in 3 months only!
📊 Before and after
20 hours/week of manual reporting
Instant automated reports
Scattered files
Unified centralized system
Calculation errors
99.9% accuracy
Delivery delays
Instant delivery
Exhausted team
Productive and happy team
"The system you implemented enabled our team to focus on customers, and productivity and customer satisfaction improved noticeably. Honestly, it was a successful experience."
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