Professional services · Engineering consultancy
A delivery workflow the whole firm can see.
A project delivery system replaced email threads and shared drives, giving partners, project leads, and clients one accountable view of every engagement.
40%
less time in status meetings
1 place
where every deliverable lives
2 days
average approval turnaround, down from 9
The challenge
12 weeks to full rollout
A 40-person consultancy managed engagements over email. Project status lived in whoever last replied, deliverables were scattered across personal drives, and partners could not answer “where are we on this?” without a meeting. New staff took months to learn how work actually flowed.
The approach
We modeled the firm’s real engagement lifecycle — from proposal through delivery and closeout — and made that model the backbone of the system instead of forcing the firm into generic project software.
Every engagement got a workspace with milestones, deliverables, and approvals. Clients received a portal showing only what was theirs, with review deadlines that surfaced late work before it became a surprise.
Activity is recorded automatically, so the system tells the story of an engagement instead of relying on memory.
The outcomes
40%
less time in status meetings
1 place
where every deliverable lives
2 days
average approval turnaround, down from 9
Facing a similar challenge?
Tell us about the workflow that is slowing you down. We will help you see what a system could actually fix.