Streamlining workflows across marketing, sales and customer support
Client: A fast-growing mid-market company with about 350 employees and $85 million in annual revenue.
The problem
Sales, operations, finance, marketing and customer success each ran on different systems and different processes. Work stalled at handoffs, effort was duplicated, and leadership couldn't see across the business.
What we did
- Interviewed stakeholders and mapped workflows and systems across seven functional areas
- Set clear end-to-end ownership for shared workflows and a role-based operating framework tied to business outcomes
- Redesigned the critical workflows across the revenue lifecycle, from sales intake through delivery and finance
- Standardized intake, prioritization and service levels, and cut redundant steps and approvals
- Implemented a central workflow platform connected to CRM, finance and support, with AI for routing, prioritization, data checks and live reporting
- Ran structured change management and training
Results
- 92% system adoption within 90 days
- 35% shorter cycle times
- About 28% fewer cross-functional errors
- 40% less manual effort
- 42% faster cross-functional execution within six months
- 18% higher productivity per employee
- 60% less time spent on executive reporting