All Case Studies
Professional Services

One source of truth for every client

FL Consulting — 200+ active projects, 45 consultants

Timeline

14 weeks

Technologies

Python, PostgreSQL, dbt

-75%

Reporting time

+28%

Client retention

+50%

Team productivity

48h

Proposal turnaround

The Challenge

FL Consulting's data lived in 6 different tools. Leadership couldn't answer basic questions about project profitability without a week of manual report compilation. Client retention was suffering from slow response times.

Our Solution

We unified their CRM, project management, time tracking, and finance data into a single intelligence platform with automated reporting, AI-powered lead scoring, and per-project profitability dashboards.

What we built

Unified data platform connecting 6 source systems

AI-powered lead scoring and prioritization

Automated proposal and contract generation

Per-project profitability analysis in real time

Executive reports delivered automatically every Monday

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