Billing 3 weeks behind, timesheets at 60% compliance, and two client exits in one year
Projects were tracked across Trello, Notion, and Google Sheets depending on which team was involved. Billing ran 2–3 weeks behind project completion because finance had to chase individual consultants for timesheet data. There was no unified view of client engagement status. Two clients had left in the past year citing 'lack of communication' — a direct symptom of fragmented tooling.
BOS Business tier unifying project tracking, timesheets, billing, and client management
Deployed BOS Business tier. The CRM module provides a single client view across all 80 engagements. The Project module replaced Trello and Notion with a unified tracker. Timesheets are embedded in the daily workflow and feed directly into billing — there is no separate submission step. An AI agent generates weekly client status summaries drawn automatically from live project data.
Billing cycle down from 3 weeks to 4 days; zero client exits in 12 months
Billing cycle shortened from 3 weeks to 4 days. Timesheet compliance improved from 60% to 94% because submission is now a natural part of the daily workflow rather than a separate task. Client retention improved — no client exits in the 12 months following deployment. Full consultant adoption within 6 weeks.
“Consulting firms live and die by their client relationships. When clients feel like you're disorganised, they question everything. BOS made us look like we had our act together — because we finally did.”