A mid-sized professional services firm struggled with inefficiencies in client onboarding, fragmented workflows, and high churn rates due to inconsistent follow-ups.

Redesigned onboarding processes by centralising client data, automating task allocation, and introducing real-time progress tracking. Enhanced collaboration by implementing a unified platform for task management and communication.

• Reduced client onboarding time by 40%.

• Decreased churn rate by 15%.

• Increased team productivity and improved client satisfaction with streamlined processes.