How did we implement a comprehensive automation system that revolutionized a consulting firm’s operations in just 4 months?

Our client is a rapidly growing consulting firm employing 70 specialists. Despite its relatively small size, the firm handles a significant number of projects, requiring efficient resource management and precise financial planning.

Problem

The main challenges faced by the firm included:

• Inefficient resource planning
• Lack of financial forecasting
• Data scattered across multiple tools (Google Sheets, Pipedrive, Calamari)
• Manual processes for project updates
• Incomplete integration of ClickUp with other systems

Our firm implemented a comprehensive automation system, including:

• Integration of systems using Make for automatic project data transfer between Pipedrive and ClickUp
• Automated creation of project structures in ClickUp and corresponding folders in Google Drive
• Advanced data processing with Google Cloud Functions and BigQuery
• Customized dashboards in Looker Studio for resource utilization and financial forecasting
• Full integration with existing tools like Calamari for leave management

The implementation brought measurable benefits:

• Increased sales team efficiency by automating project data transfer
• Precise resource planning for a 12-month period, including tasks and planned leaves
• Accurate financial forecasts for planned, completed, invoiced, and paid tasks
• Improved interdepartmental communication and reduced errors and delays
• A fully integrated management system tailored to the firm’s needs
• Cost savings with system maintenance costs under $25 annually for Google Cloud computing power

The implementation took around 4 months and required approximately 400 hours of work, resulting in a fully integrated, automated management system that significantly improved the firm’s operational efficiency and enabled more informed business decisions.