End-to-End Workflow Optimization in a Tech Startup

The Professional Services team at a fintech company was newly formed and lacked structured workflows, integrated tools, and operational visibility. There was no clear way to track project margins, resource capacity, or financial performance, making forecasting, resourcing, and reporting inefficient. The team operated in isolation from Finance, Sales, and Marketing, which meant that Account Managers had no visibility into project execution after closing deals, and the Professional Services team had no insight into upcoming work before projects landed on them. This disconnect led to delays, inefficiencies, and reliance on manual workarounds.

Additionally, their existing project management system was costly, rigid, and inefficient. It was built on a standalone platform with its own query language for reporting, meaning that the Professional Services team relied heavily on vendor support for any system updates, dashboard changes, or reporting modifications. This dependency slowed down decision-making and increased operational costs.

To address these challenges, I led a comprehensive workflow transformation, implementing real-time tracking, automation, and cross-team visibility to help the team operate more effectively across the entire project lifecycle - from pipeline management and resourcing to project execution, timesheet tracking, invoicing, and project closure.

✅ Designed real-time dashboards to track project health, budget burn, RAG status, and resource utilization, improving operational visibility by 50%.

✅ Implemented a structured data update process, reducing manual reporting effort by 60% and ensuring accuracy in forecasting.

✅ Secured approval and led migration to a Salesforce-native solution, reducing reliance on vendor support and empowering the team to self-serve with in-house Salesforce expertise.

✅ Integrated Finance, Sales, and Operations, ensuring pipeline visibility, automated revenue recognition, and seamless invoicing, cutting processing time by 70%.

✅ Enabled full account transparency, allowing both Account Managers and Professional Services to track project status while maintaining confidentiality where needed.

📊 50% improvement in operational efficiency – Reduced time spent on manual reporting, invoicing, and resource tracking.

🔄 60% reduction in admin workload – Project managers could now focus on delivery instead of manual data entry.

🚀 70% faster invoicing process – Revenue recognition and month-end reporting were streamlined.

💰 Lower operational costs – Eliminated vendor dependency by moving to Salesforce, leveraging in-house expertise.

🔍 Full account visibility and transparency – Bridged the gap between Sales and Professional Services, ensuring alignment across teams.