Streamlining Project Management & Financial Accuracy During a Critical Transition
Client Background
OnToYou Marketing needed help managing multiple ongoing projects efficiently. The situation became more challenging after a major employee exit, and the company needed a system that ensured continuity and transparency.
Challenges
- Poor project visibility and task tracking
- Risk of work gaps after team downsizing
- Lack of real-time employee time-tracking
- Difficulty billing clients accurately
- No clear accounting system or consistent financial reporting
Our Solution
We designed an all-in-one operational and financial management system.
Key Implementations
- Project management automation ensuring no task is missed and every project is fully documented.
- Time tracking system to measure employee hours accurately, enabling precise client billing.
- Structured workflows allowing new hires to understand ongoing projects with minimal learning curve.
- Daily bookkeeping to keep accounts 100% updated.
- Monthly financial reports offering real-time insights on profitability and expenses.
Impact
- Smooth project continuity even after large-scale staff changes.
- Accurate time-based billing increased revenue transparency.
- Clear visibility into inefficiencies allowed the team to take corrective action quickly.
- Real-time accounts enabled better budgeting and financial control.
- A more organized, accountable, and efficient business structure.
