Problem:
A staffing firm needed a way to track workers’ compensation premiums compared to claims and sales. The data came from multiple sources and required extensive time and manual effort compile it together.
Problem:
Highly manual process required three full work days for the CFO to compile and calculate monthly commissions for the firm’s account managers and salespeople. First, she would download sales activity from each of the company’s five offices, located around the country.
Problem:
The client had a business networking group and kept track of his members and prospects on a collection of spreadsheets. There were 12 separate groups and he kept a file on each one. The groups met each month and beforehand, the client would create a new list to manage the attendance of each one and produce a contact sheet. This was very time consuming and was difficult to outsource. The client wanted a system to free up his time and enable him to grow his business.