Professional Services8 weeks5 August 2024Updated 1 December 2024

Workflow Automation and Client Portal for Engineering Firm

AE Consulting Engineers

TL;DR

Sydney engineering consultancy achieved 30% efficiency gains and 70% reduction in client enquiries through custom workflow automation and real-time client portal development.

The Challenge

AE Consulting Engineers, a structural, civil, stormwater and dilapidation engineering firm, was struggling with manual processes that consumed valuable time and introduced human error. Their clients had limited visibility into project status, resulting in frequent phone calls and emails for updates.

Our Solution

Peer 2 Peer IT implemented a comprehensive business automation solution that integrated their existing platforms and streamlined workflows. We developed a custom client portal that provides real-time project status visibility, eliminating the need for clients to call for updates. The automation connected their project management, document handling, and communication systems into a seamless workflow.

The Results

Operational efficiency improved by 30%
Human error virtually eliminated from key processes
Client portal provides 24/7 project visibility
Reduced client enquiry calls by 70%
Staff can focus on engineering work rather than administrative tasks

Quick Facts

Client
AE Consulting Engineers
Industry
Professional Services
Project Duration
8 weeks
Services Provided
  • Integration & Automation
  • Custom Development
  • Business Applications

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Frequently Asked Questions

What is workflow automation for professional services firms?

Workflow automation connects your existing business platforms to streamline manual processes, reduce human error, and free staff to focus on billable work rather than administrative tasks.

How can a client portal reduce enquiry calls?

A real-time client portal provides 24/7 project visibility, allowing clients to self-service status updates. AE Consulting Engineers reduced client enquiry calls by 70% after implementation.

How long does it take to implement business automation?

Implementation time varies by complexity. For AE Consulting Engineers, we delivered comprehensive workflow automation and a custom client portal in 8 weeks.

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