The Problem: Sales data lived in WhatsApp groups, Google Sheets, and a legacy CRM nobody updated. Management could not get a reliable weekly pipeline report without one person spending an entire day compiling data from four sources.
What We Did: Conducted a Professional-tier audit, mapped all data flows, identified three redundant systems, and delivered an automation roadmap that consolidated everything into a single dashboard with automated data ingestion.
The Result: Within 6 weeks of implementation, the team recovered 40+ hours per week, management had real-time visibility, and the manual reporting role was redirected to higher-value client work.