Situation
Our client was struggling with a patchwork of disconnected systems that created friction across the business. They had invested in a CRM years earlier that no longer met their needs, relied on an antiquated system for managing financials, and lacked any project management platform. On top of that, various departments had adopted their own tools, resulting in a scattered and inefficient tech environment.
Solution
Proxxy began by conducting a full inventory of the company’s applications and systems, followed by a comprehensive needs assessment across all teams. With a clear view of current usage and future needs, we researched solutions that could integrate seamlessly and streamline workflows. We also ensured that all system recommendations aligned with the client’s long-term goals, including a planned pivot in service offerings and anticipated growth.
Our search led us to an ERP (Enterprise Resource Planning) platform built for service-based businesses. It combined project management and CRM capabilities in one system and integrated easily with QuickBooks Online, which we also recommended to replace the outdated financial tools. The ERP solution featured modular add-ons for future scalability and was recognized for its ease of use, security, and cost-effectiveness. The implementation package included staff training, which accelerated adoption across the organization.
Recognizing the importance of internal ownership, we helped the client identify a champion on their team to support successful rollout and user adoption.
Outcome
Over six months, we guided the client through a full transition to the new ERP and financial systems. The result was a 27% improvement in request turnaround time, a major gain in operational efficiency. While the new systems carried higher out-of-pocket costs than the legacy stack, the boost in team performance led to higher client satisfaction and a measurable increase in client referrals. The client is thrilled with the transformation, not just in their tools, but in how those tools support their staff, their work, and the growth of their business.
