THE CHALLENGES
Disconnected tools that waste time and money
CRM in one tool, timesheets in another, invoicing in a third. Every information transfer creates errors, omissions, and lost time. The result: under-invoiced assignments, profitability that is impossible to track, and poorly informed clients.
Profitability invisible until the end of the project
Without a direct link between hours worked and the budget, it is impossible to know whether an assignment is profitable before it is completed. Overruns are only detected at invoicing time — too late to take action.
Manual and time-consuming invoicing
Reconstructing billable hours from several sources takes time and generates errors. Some services are forgotten, while others are invoiced twice. The client relationship suffers as a result.
Laborious client reporting
Producing a clear progress report for each client from scattered data takes hours. Without real-time consolidated data, client communication lacks accuracy and responsiveness.
Collaboration and information sharing
Without a shared workspace, exchanges with clients happen by email, documents pile up on personal drives, and decisions get lost. Internal and external collaboration lacks structure.