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Management Consulting
Operations for Giants: Automating Intake for a Global Consulting Group
Nexus Strategic Partners
22x in Year 1
Total ROI
3 days to 15 mins
Intake Speed
+45%
Deal Velocity
40hrs/month
Senior Partner Hours Saved
!The Challenge
Nexus was receiving high-quality interest but losing leads due to a slow, manual intake process. Conflict checks and initial assessments were being handled manually by senior consultants, costing the group hundreds of billable hours and slowing down deal velocity.
Our Solution
We architected and deployed a custom internal operations dashboard and automated intake protocol. document collection, initial conflict checks, and preliminary strategy scoring were automated. We also built a live revenue dashboard that gave the partners real-time visibility into their global pipeline.
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