The Profitability Roadmap for Service Firms

Problem

A firm in the service sector struggled to measure the profitability of their diverse client projects. The variations in project size, complexity, and duration left them uncertain about which ventures to prioritize or which ones to avoid.

Solution

We developed a comprehensive dashboard, seamlessly integrating data from timekeeping, payroll, and financial systems across three separate platforms. This solution illuminated the intricate details of client profitability.

Impact

Armed with this information, this company can now distinguish their most and least lucrative clients, identify consistent trends, and plan their future course of action. This can include targeting particular client segments, refining their service suite, optimizing project profitability, or revising their pricing model.