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Business AutomationProfessional Services

Business automation for a professional services firm

Automated onboarding, timesheets, approvals, and invoicing across a 240-person consultancy.

Ashford & Vance Consulting (illustrative)

-67%
Onboarding time
-89%
Invoice errors
-14 days
Days sales outstanding
3,400/yr
Admin hours saved

The Challenge

Client onboarding involved eleven manual handovers, and invoicing errors delayed cash collection every month.

Our Approach

We mapped the value stream, automated document workflows and approvals, and integrated time tracking with billing and the finance system.

The Outcome

A predictable back office with faster billing cycles and fewer errors.

Technology used

  • Workflow Automation
  • API Integration
  • Reporting
  • Cloud

The back office finally runs at the speed of the business.

Managing Partner · Ashford & Vance Consulting (illustrative)

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