Full digitization of a consultancy company’s operations
Overview
🏢 About the Client
A management consulting and business development firm serving startups and mid-sized companies.
The Challenge
Traditional project management
Complex Excel files, difficulty in tracking, loss of information, lack of a unified project view
Time-consuming manual reports
20 hours/week to create reports, scattered data in different places, delays in delivering reports to clients, calculation errors
Difficulty in tracking working hours
Inaccurate Excel reporting system, inability to analyze profitability accurately, difficulty in planning
Poor team collaboration
Many files, multiple versions, difficulty in sharing, loss of important updates
The Solution
We designed a comprehensive project management system that connects all aspects of work:
🔧 1️⃣ Integrated project management system
- Unified dashboard for all projects
- Task and deadline tracking
- Assigning tasks to consultants
- Automatic notifications for upcoming deadlines
🔧 2️⃣ Report automation
- Automatic daily/weekly/monthly reports
- Ready-made customizable templates
- Export in multiple formats (PDF, Excel, PowerPoint)
- Automatic sending to clients
🔧 3️⃣ Smart time tracking
- Mobile app for logging hours
- Automatic integration with projects
- Profitability analysis for each project
- Automated invoicing system
🔧 4️⃣ 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
⏱️ Duration:
Analysis
Analyzing current processes and identifying requirements
One week
Development
Building the project management system and mobile app
3 weeks
Launch
Testing, team training, and system launch
One week
Results
After 3 months of implementation, the results were amazing:
💵 Return on Investment (ROI)
Cost recovery in 3 months Only!
📊 Before and After
20 hours/week manual reports
Instant automated reports
Scattered files
Centralized unified system
Errors in accounts
99.9% accuracy
Delivery delay
Instant delivery
Exhausted team
Productive and happy team
"The system you implemented enabled our team to focus on clients, productivity and customer satisfaction improved noticeably, honestly a successful experience."
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