Case Studies
Transforming Operations for Scalable Growth
A technology service provider struggled with operational inefficiencies caused by disconnected tools, manual workflows, and limited scalability. To support their growing client base, they required a more cohesive and automated approach.
Challenges
Solutions
Impact
- Relied on 10+ disconnected tools, creating redundancies and inefficiencies.
- Manual processes consumed significant time and hindered productivity.
- Lack of cohesive technology prevented process automation and scalability.
- Inconsistent customer data limited insights and service quality.
- Consolidated tools into a single, unified platform for streamlined operations.
- Simplified the agent experience, improving task efficiency and accuracy.
- Segmented customer data to enhance reporting and decision-making.
- Delivered a modernized customer experience to meet evolving client expectations.
- Successfully scaled operations to support increased client demand.
- Reduced costs by deprecating 10 tools, lowering licensing and maintenance expenses.
- Implemented a single data model for accurate reporting and billing.
- Achieved operational excellence through a unified platform.
Transforming Project Management in Just 3 Months
Faced with the deprecation of Microsoft PWA, the client required a rapid migration to a unified project management solution. They needed a system to streamline project planning, resource allocation, and tracking.
Challenges
Solutions
Impact
- Disconnected tools created inefficiencies in project and portfolio management.
- Microsoft PWA’s deprecation imposed a strict three-month timeline.
- Resource allocation challenges hindered effective project execution.
- Limited visibility into project metrics complicated decision-making.
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Unified tools for Demand, Project, Portfolio, Resource, and Timecard management. - Centralized resource planning, improving allocation and tracking accuracy.
- Integrated workflows to streamline project execution.
- Enhanced visibility into planned versus actual performance metrics.
- Improved project management efficiency through a cohesive system.
- Achieved cost savings by reducing licensing and maintenance expenses.
- Enabled timely migration within the three-month deadline.
- Enhanced decision-making with accurate and accessible project metrics.
Automating On-Call Scheduling to Reduce Manual Effort by 15%
Managing over 200 on-call schedules via a single Excel file caused inefficiencies, errors, and wasted time. The client needed an automated solution to streamline scheduling and free up valuable resources.
Challenges
Solutions
Impact
- Manual scheduling processes consumed 6 hours per week of staff time.
- Frequent errors and version control issues created operational disruptions.
- Schedules were updated via email, causing delays and confusion.
- One full-time resource was dedicated solely to managing schedules.
- Implemented a native scheduling tool to centralize and automate on-call management.
- Distributed schedule management responsibilities to individual managers.
- Created a single, accurate source for on-call schedules accessible in real-time.
- Eliminated reliance on manual processes and spreadsheet updates.
- Reduce Manual Effort by 15% Annually
- Reallocated resources to focus on higher-value tasks and initiatives.
- Improved schedule accuracy and accessibility, reducing operational disruptions.
- Enhanced accountability by empowering managers to own their schedules.
Delivering a Custom Covid Tracking App in Record Time
During the pandemic, the client urgently required a solution to track employee vaccinations, health screenings, and compliance. The solution needed to be deployed within a strict three-week timeline while meeting federal and state requirements.
Challenges
Solutions
Impact
- No existing tools for tracking vaccine statuses or scheduling follow-ups.
- Compressed timeline of three weeks to deliver a fully functional solution.
- Required integration for employees, contractors, and visitors.
- Needed real-time reporting to ensure compliance and decision-making.
- Developed a custom app for tracking vaccination statuses and booster updates.
- Enabled daily health screenings with actionable follow-ups for critical employees.
- Provided detailed reporting to maintain compliance with regulations.
- Designed the app for accessibility across employees, contractors, and visitors.
- Maintained federal and state funding through compliance assurance.
- Delivered a complete health summary for proactive management.
- Deployed the app within three weeks, beating market alternatives by three months.
- Improved operational readiness during a critical time.