THE PROBLEM
The entire client lifecycle — from closing the deal, through the annual work plan, to ongoing advisory — ran on spreadsheets and email threads. Managers couldn't tell you a client's status without asking three people, and stalled clients fell through the cracks.
WHAT WE BUILT
An end-to-end management system: role-based permissions, annual work plans with manager approval, client-facing task management, actual-hours tracking against the agreed expectations, a proper handover process for moving a client between consultants, and a dashboard that flags who needs attention at the top of the page.
THE OUTCOME
Any client's status is one click away instead of three phone calls. In daily production use.