AI Workflow Automation – Boutique Consulting Firm
Partners at a consulting firm were bogged down by admin tasks. Automation cut through the clutter, freeing their time and speeding up client delivery.
[ TIMELINE ]
6 Months
[ CLIENT ]
Anonymous
[ INDUSTRY ]
Startup
E-commerce
[ CHALLENGE ]
Partners spent hours drafting proposals and invoices manually.
Project tracking was fragmented across spreadsheets and tools.
Administrative delays slowed delivery and payments.
[ SOLUTION ]
Implemented automated proposal templates.
Integrated invoicing into accounting workflows.
Built dashboards for live project tracking and client status.
[ RESULTS ]
10+
Hours Saved Weekly
50%
Accellerated Cash Flow
200%
Increased Oversight
