- Assignment rules
- Follow-up status
- Backup owner
- Internal request summary
Case study: Outsourced CFO
Every advisory consultations request has an owner
The advisory consultations inbox belonged to everyone and no one. Messages were monitored between other tasks, with no record of who was handling each one.
- Client
- Board advisory and non-executive practice
- Region
- Savannah, Georgia
- Size
- 15 staff; one locally managed operation
- Timeline
- 20 working days after content approval, including staff review and handover
Before the build
Where the work started
Board advisory and non-executive practice in Savannah, Georgia: 15 staff; one locally managed operation.
- 01
The starting point
The advisory consultations inbox belonged to everyone and no one. Messages were monitored between other tasks, with no record of who was handling each one.
- 02
The problem
For advisory consultations, the inbox rewarded the conscientious and hid the overdue. Nobody could answer the simplest management question: what is still open?
The build
What we built
Each submission collects business structure, advisory topic and reporting deadline and is assigned to a responsible staff member with a visible follow-up status. A backup contact is named for every request in case the owner is unavailable.
Where this lives in the offer
Timeline
20 working days after content approval, including staff review and handover
After launch
What changed
Day to day with advisory consultations, every inquiry has a name and a state attached to it.
In the client's words
With advisory consultations, the problem was never receiving the message. It was knowing whose job it was to answer. That part is unambiguous now.
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Book a demoQuestions about this engagement
01How long did this engagement take?
20 working days after content approval, including staff review and handover.
02What did the work include?
Assignment rules, Follow-up status, Backup owner, Internal request summary. Each submission collects business structure, advisory topic and reporting deadline and is assigned to a responsible staff member with a visible follow-up status.
03Can a accounting or professional services firm get the same work done?
Yes. Every feature this engagement relied on is included on every plan, from Practice up.
04Why is the client not named?
Clients are identified by type and region only, on purpose. The quote on this page is the client's own, published with their permission, and nothing on the page is invented.
Your firm's version of this fix
A live walk-through of the pages, the inquiry flow and the handover your firm would get, and which plan carries them.