Loading...
Loading...
TechVantage Solutions eliminated nearly all manual data entry and process handoffs, freeing their operations team to focus on strategic growth initiatives.
Less Time on Manual Tasks
TechVantage was drowning in manual coordination work. Every client engagement required project data to be entered into their CRM, project management tool, and financial system separately. When a project milestone was completed, a coordinator had to manually update all three systems, email the relevant stakeholders, attach the deliverables, and log the time against the correct billing codes. With 40+ active projects at any given time, this created an enormous administrative burden.
The lack of real-time data synchronization also meant that leadership was making decisions based on stale information. Weekly status meetings relied on manually assembled spreadsheets that were often outdated by the time they were presented. Client-facing reports required hours of data gathering and formatting, and errors in those reports were eroding client confidence.
SofMatic deployed the Integration Hub to create a real-time data backbone connecting TechVantage's CRM, project management platform, and financial system. Changes made in any one system now automatically propagate to the others within seconds, eliminating duplicate data entry entirely.
On top of this foundation, SofMatic built Process Automation workflows for the most time-consuming coordination tasks: milestone completion triggers automatic stakeholder notifications with attached deliverables, time entries are validated and reconciled against project budgets nightly, and client status reports are generated and delivered automatically every Monday morning. The entire coordination workflow that previously required five full-time coordinators now runs with minimal human oversight.
Measurable impact from day one.
Decrease in time spent on manual data entry and process coordination tasks across the operations team
CRM, project management, and financial systems now share a single source of truth via real-time sync
Cost savings from reduced administrative headcount needs and eliminated overtime hours
Client-facing reports are now generated automatically from live data, eliminating manual assembly mistakes
TechVantage Solutions is a mid-market technology consulting firm that manages complex client engagements across multiple teams, systems, and delivery milestones. As the company grew from 50 to 200 employees in three years, the manual processes that once worked — spreadsheet trackers, email-based handoffs, copy-paste data entry — became a serious bottleneck.
Project coordinators were spending the majority of their day on administrative busywork: updating status trackers across three different systems, forwarding documents between departments, and manually reconciling time entries against project budgets. Errors were frequent, deadlines were slipping, and senior leadership had no real-time visibility into project health.
After deploying SofMatic's Process Automation and Integration Hub, TechVantage transformed their operations. Automated workflows now handle project status synchronization, document routing, time entry reconciliation, and client reporting — tasks that previously consumed 95% of the coordination team's manual effort. The team now spends their time on client strategy, quality assurance, and business development instead of data entry.
See how SofMatic can transform your operations with a custom automation plan.