Connected CRM, time, and finance into one delivery hub so partners see project health and margin in real time.
A professional-services firm
FIG.01 · Headline result
Margin visibility per project
FIG.01 · OUTCOME — MEASURED, NOT CLAIMED
Sample case — pending client publication. This is a representative example of the kind of system we build for a professional services business. Figures and details are illustrative until the named client case study is published.
01 / The problem
The business & where it was stuck
Client data sat in the CRM, time in one tool, and financials in another. Partners couldn't see project margin without a manual export, so over-servicing was only caught after it had already eaten the budget.
FIG.02 — BEFORE → AFTER
4 → 1Before · scattered
- Internal tools & dashboards
- The unified data layer
- Workflow automation
- AI assistance
After · unified
One system, built around how they operate
One record, one source of truth.
02 / What we built
One system, engineered around how they operate.
A delivery hub that joins CRM, time tracking, and finance into a single, live view of every engagement.
Real-time project margin and utilisation, calculated from the systems the firm already runs.
An approval-gated workflow for scope changes, so budget impact is visible before work begins.
Automated client status updates, composed from project data instead of assembled by hand.
03 / The results
3 metrics · before → afterMargin visibility per project
Reporting recovered per week
CRM, time & finance unified
“For the first time, partners can see margin while a project is live — not three weeks after it's gone wrong.”
04 / Capabilities
What this build drew on.
05 / More work
All workReplaced a tangle of spreadsheets, a legacy TMS, and email with one system for dispatch, tracking, and billing.
Times each job is entered
Built a job system that runs from quote to invoice across the office, the workshop, and crews in the field.
Field job capture
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Could your business run on one system like this?
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