Professional Services: Automation Across Sales & Delivery
Strategic Logistics Partners
15,000
Hours Saved (Annual)
Eliminated manual handoffs
↓ 95%
Project Setup Time
From 3-5 days to <2 hours
95%
Invoice Accuracy
Automated billing processes
5
Systems Integrated
Seamless end-to-end flow
3
Years Partnership
Continuous process improvement
290
Team Members
Enabled across entire org
The Challenge
Strategic Logistics Partners is a consulting firm specializing in supply chain optimization. Their problem: a deal would be signed in Salesforce, then project managers would manually recreate all the details in their project management system, then service delivery would set up their own tracking, then billing would manually aggregate time and expenses. Four manual handoffs = lots of errors.
Our Solution
We built a complete automation framework connecting Salesforce to their project management system, time tracking software, and accounting platform. When a deal closes, it automatically creates a project, configures team access, establishes billing rules, and initializes the delivery schedule — all in 30 seconds.
The Results
Project setup time dropped from 3-5 days to under 2 hours. Invoice accuracy improved to 95% because billing is now automated, not manually aggregated. Most importantly: visibility. Executives can see every engagement from contract through delivery through billing — no more surprises.
We used to spend days setting up projects after a deal closed. Now it’s automated. That means our best people spend time on client work, not admin work. The ROI was immediate.
David Chen
COO, Strategic Logistics Partners
About This Partnership
Strategic Logistics Partners
Professional Services / Logistics
3 Years
Active engagement & optimization
290
Across entire organization
15,000 hours
Saved per year
FAQ
Your Questions Answered
How many systems did you have to connect?
Five: Salesforce, project management, time tracking, accounting, and document management. We used MuleSoft as the integration platform, which gave us flexibility to add systems later without rebuilding.
What if a client changes their project scope mid-stream?
Great question. We built a change order workflow in Salesforce that, when approved, automatically updates the project budget, team allocation, and billing rates in all connected systems. Single source of truth.
How did you achieve 95% invoice accuracy?
By eliminating humans from the billing aggregation process. Time entries flow directly from our time tracking system to billing. Expenses are automatically matched to projects and approved for reimbursement. No manual data entry.
What training was required?
Minimal because we reduced the number of systems people had to touch. Sales enters deal details in Salesforce (they already did that). Everyone else just sees their work in their existing tools, with the Salesforce automation running in the background.
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