Custom ERP - Sales to Project to Accounting System
Ryan Griffin
Scaling Service Delivery with Automation
I'd recommend Workhorse to any business looking to save time, money and labour through the automation of workflows and synchronisation of data.
Find out more: https://www.workhorse.to/
Problem
Exhaustive efforts to productize services overshadowed by cumbersome overheads.
Project initiation bogged down by extensive kick-off processes.
Project outcomes demanded disproportionate managerial oversight.
Prohibitive costs and limitations of Hubspot automations hamper flexibility.
Solution
Comprehensive system and task setups triggered by Hubspot wins, ensuring project readiness.
Detailed Xero invoices generated, aligning accounts with project scopes.
Targeted notifications, fostering team alignment and awareness, and enhancing coordination.
Elevated data management practices that transition seamlessly from Dropbox to SharePoint.
Impact
4 hours per project manager saved per week
60 projects and 7k tasks auto setup on any deal wins each year
More projects delivered on time and within budget
Data being tracked has allowed for valuable dashboards to be created to continuously track, support and improve project delivery
"Working with the Workhorse team has been instrumental in automating and consolidating our processes and systems. We've gained valuable time back to focus on high-value work through various stages of work and tasks being streamlined. I'd recommend Workhorse to any business looking to save time, money and labour through the automation of workflows and synchronisation of data." -- Ben, COO, Thinka
Find out more: https://www.workhorse.to/
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Posted Aug 22, 2024
Scaled service delivery using automation to connect sales, projects and finance software into one cohesive system.
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