IndustryProfessional Services
Solutions used
The challenge
A growing advisory firm was bottlenecked at onboarding: signed engagements stalled in setup, senior people spent days on coordination, and there was no view of engagement health.
What we built
We automated onboarding from the signed SOW, intake, KYC, system setup, and kickoff scheduling, and wired a live engagement view for partners.
The results
Onboarding throughput more than tripled on the same team, admin hours per engagement fell, and partners got a real-time picture of every engagement.
3.4×Onboarding throughput
−40%Admin hours / engagement
LiveEngagement visibility
We onboard three times the clients with the same people, and nothing falls through.
Explore the work
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