A unified operating system for a growing IT services firm.
Replacing a patchwork of spreadsheets, invoicing tools and project trackers with a single platform — giving leadership real-time visibility into margins, staffing and pipeline for the first time.
The Client
A mid-sized IT services firm with consultants deployed across client engagements in Europe and the Middle East. Revenue growth had outpaced internal tooling — the team was running operations on Excel, three disconnected SaaS products and tribal knowledge.
The Challenge
Leadership lacked real-time visibility into the metrics that mattered: which engagements were profitable, who was on the bench, when contracts were expiring, where the commercial pipeline stood. Month-end reporting consumed days of manual work. Opportunities fell through the cracks between sales and delivery.
Our Approach
We began with a 3-week Discovery Sprint — mapping every internal process, interviewing stakeholders from HR to finance, and designing an integrated data model. We then delivered a custom ERP & CRM platform covering the full consultant lifecycle:
- CRM module — opportunity pipeline, account management, proposal tracking.
- Staffing module — consultant profiles, skill matching, availability & bench tracking.
- Project & timesheet module — engagement tracking, time capture, budget vs actual.
- Finance module — automated invoicing, margin dashboards, revenue recognition.
- Leadership dashboard — real-time KPIs, utilization, pipeline health, cash-flow forecasts.
Built on a modern stack with role-based access and API-first architecture, so it integrates cleanly with their existing accounting tool.
The Outcome
- Month-end reporting reduced from several days to a few hours.
- First-ever real-time view of pipeline, utilization and margin — directly accessible to leadership.
- Faster commercial response: proposal turnaround materially accelerated with reusable templates and pipeline automation.
- Platform designed to scale to 3× headcount without additional tooling overhead.
- Ongoing partnership — new modules rolled out every quarter.