Professional consulting firm offering advisory, implementation, and strategic services
Business consulting, project implementation, and strategic advisory
Team of consultants managing multiple active client engagements simultaneously
Replace disconnected spreadsheets and manual billing with a unified ERP to track billable hours, automate invoicing, and give management real-time project visibility.
Delivering a consistent, accurate customer experience across every channel at scale
Billable hours are spread across spreadsheets with no project-level view.
CRM, project management, and accounting operated in separate, unlinked tools.
Finance manually compiled timesheet data for every client invoice raised.
Sales, consulting, and finance teams worked from entirely different data sets.
Consulting leads tracked from first inquiry through to confirmed client engagement.
Each client engagement managed through dedicated project workspaces with task tracking, milestones, and deadlines.
Consultant hours logged against tasks and pulled into invoices automatically on approval.
Finance generates client invoices from approved timesheets without any manual preparation.
Phased rollout with testing kept active client engagements running through go-live.
Full-suite platform for CRM, projects, timesheets, billing, and documents.
Task-level time logging and live project progress across all engagements.
Client invoices generated directly from approved consultant timesheets.
Team collaboration across locations with a real-time dashboard and reporting access.
Manual invoice preparation replaced by automated timesheet-based billing.
Invoices drawn directly from approved timesheet records, not compiled by hand.
Live dashboards provide visibility into all active engagements, tasks, and consultant workloads.
Consultant hours monitored across projects to catch over- and under-allocation early.
Project and finance teams freed from manual admin coordination tasks.
Invoice generation is automated from the moment timesheets are approved.
Data integrity restored from the consultant timesheet to the client invoice in one flow.
Every engagement, task, and consultant is tracked in a single live dashboard.
New consulting projects added without proportional growth in admin work.
CRM, project delivery, billing, and reporting aligned in one operational system.
You’re one step away from building great software. This case study will help you learn more about how Simform helps successful companies extend their tech teams.
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You’re one step away from building great software. This case study will help you learn more about how Simform helps successful companies extend their tech teams.
