6 days

per month saved

Recruitment Agency: From spreadsheet chaos to automated pipeline

Problem

A 15-person recruitment agency was running candidate tracking across three spreadsheets, a half-configured CRM, and email. Consultants were spending 2+ hours a day on admin that should have been automated. Data was duplicated, leads were falling through cracks, and nobody trusted the pipeline numbers.

What we did

Consolidated everything into their existing CRM (which they were paying for but barely using). Built automated candidate workflows, set up email templates, created a reporting dashboard, and trained the full team. Total project time: 3 weeks.

Result

6 days of admin time recovered per month across the team. Pipeline accuracy improved from roughly 60% to over 95%. Two redundant tool subscriptions cancelled, saving about £400/month. Consultant satisfaction scores went up because people could focus on actually recruiting.

4 days

per month saved

Professional Services Firm: Fixing the reporting black hole

Problem

A 30-person professional services firm had data in four different systems with no way to get a unified view. Monthly reporting took one person two full days to compile manually. The managing director couldn’t get a straight answer on pipeline value, project profitability, or team utilisation without waiting for a report.

What we did

Built automated data pipelines between their CRM, project management tool, accounting software, and time tracking system. Created a live dashboard showing the key metrics the leadership team needed. Eliminated manual report compilation entirely.

Result

4 days of reporting time saved every month. Leadership team now has real-time visibility into business performance. Identified two underperforming service lines that had been hidden by poor data, leading to strategic changes that improved margins.