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Professional services firms with 75–500 employees where manual administrative processes are creating bottlenecks in project delivery, financial operations, or operational reporting.
Phased engagement beginning with a process audit, followed by automation design, configuration, and deployment. Engagements are scoped to specific workflow areas rather than organization-wide overhauls.
Deltek Vantagepoint
Comprehensive mapping of current manual workflows, quantified time and error cost analysis, and prioritized roadmap for automation opportunities ranked by ROI.
Design and implementation of high-impact automations — time and expense approvals, invoice generation, project setup workflows, report distribution, and notification systems.
Automations that span multiple platforms — ERP to document management, project setup across ERP and CRM, approval chains that cross system boundaries.
Retained engagement for automation monitoring, refinement, new workflow development, and adaptation as organizational processes and platform capabilities evolve.
In most professional services firms, a surprising amount of operational work is still manual. Time and expense approvals route through email chains. Project setup requires entries in multiple systems. Invoice generation depends on someone pulling data from three sources and assembling it in a template. Report distribution is a calendar reminder, not an automated process.
None of this is visible to leadership because it happens at the operational layer. The symptoms show up elsewhere: delayed invoicing, slow project onboarding, bottlenecked approvals, inconsistent data entry. The root cause is almost always the same — a process that should be systematic is instead dependent on individual effort and memory.
For growing firms, these manual processes don't break dramatically. They degrade gradually. What worked at 80 employees doesn't work at 150. The same processes take more people, more time, and produce more errors.
Our automation engagements focus on specific, high-impact workflows — not organization-wide transformation projects. We start where the friction is highest and the return is most measurable.
Process Audit — We map existing workflows across project delivery, financial operations, and administrative functions — documenting each step, identifying manual touchpoints, and quantifying the time and error cost of current processes.
Automation Design — For each prioritized workflow, we design the automated version: trigger conditions, routing logic, approval hierarchies, exception handling, and notification rules. Designs are reviewed and approved before configuration begins.
Configuration & Build — Automations are built within your existing platforms — Vantagepoint workflows, Power Automate flows, SharePoint list automations, or combinations. We don't add new platforms unless absolutely necessary.
Testing & Validation — Every automated workflow is tested with real scenarios, including edge cases: retroactive changes, delegation during absences, rejected approvals, multi-entity routing. The automation must handle exceptions, not just the happy path.
Training & Documentation — Process owners are trained on how each automation works, how to monitor it, and how to modify simple parameters. Full documentation ensures the automation is maintainable without ongoing vendor dependency.
Audit — We interview process owners and observe actual workflows in practice — not just documented procedures. The gap between "how it's supposed to work" and "how it actually works" is where the highest-value automation opportunities live.
Prioritize — Not everything should be automated. We identify the workflows where automation delivers the clearest ROI — measured in time recovered, errors eliminated, or bottlenecks resolved — and recommend a phased implementation sequence.
Build — Automations are configured in phases, with each phase tested and deployed before the next begins. This avoids the "big bang" risk of automating everything at once.
Refine — Post-deployment, we monitor workflow performance, gather user feedback, and refine logic where needed. Automations improve over time as edge cases surface and organizational processes evolve.
