Context et objectives
Although relatively new, the company had already achieved great success with its strategic consulting services for large institutional clients. The highly specialized nature of its analyses made it an ideal partner for assessing the impact of major projects for its clients.
The aim was to modernize operations to support the company's growth and improve mandate management.
The challenge
The company had experienced rapid organic growth, but had not implemented any technology systems in its operations. Everything was managed by email and in an Excel file by the CEO. With the arrival of new employees and increasing sales, this management method became unsustainable.
The company's management had become cumbersome and inefficient, and the absence of a system made it impossible to evaluate the performance of the various mandates and the efforts devoted to them.
Approach and methodology
We carried out a 360° analysis of the company in order to perform a complete digital diagnosis. This analysis enabled us to identify rapid gains in terms of optimizing operations through technology. We examined several technological solutions for integrating accounting, timesheets, payroll, reporting and billing, in order to facilitate management and improve the company's overall efficiency.
Solutions et results
Following our digital diagnostic, we analyzed solutions such as Odoo, Zoho, and QuickBooks Payroll. These tools would enable the company to automate and centralize operations management, making processes smoother and more efficient. It would also simplify mandate management, improve performance monitoring and support the company's future growth.
Tools and technologies used
- Tools : Odoo, Zoho One, QuickBooks Paie, Everhour
Conclusion and long term impact
Digital diagnostics have enabled the company to modernize its operations, offering more structured and efficient management. In the long term, the adoption of these technological solutions will support the company's growth by facilitating mandate management and improving performance transparency.
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