BrightPath Consulting Cuts Admin Time by 50%
How an 8-person management consulting firm replaced five enterprise tools with one unified platform — and redirected half their admin hours into billable work.
The Challenge
BrightPath Consulting had an impressive client roster but a painful operational reality. Their eight consultants juggled Salesforce for CRM, Monday.com for project tracking, Xero for invoicing, and Zoom plus Slack for communication. Each tool demanded its own maintenance, logins, and data entry.
The firm's partners estimated that each consultant spent roughly 10 hours per week on administrative tasks — time that could have been billed to clients at premium rates.
- 10+ hours per consultant per week on admin tasks
- Client data fragmented across five platforms
- Invoicing delays causing cash flow unpredictability
- No unified view of project health or profitability
The Solution
BrightPath migrated to Dewx over three weeks, replacing their entire stack with four integrated hubs that share data seamlessly.
GTM Hub — Client CRM
Full client lifecycle management from prospect to long-term retainer, with automated follow-ups.
CX Hub — Project Delivery
Engagement tracking, milestone management, and deliverable workflows in one place.
OPS Hub — Invoicing
Time-based and milestone-based invoicing linked directly to project phases.
Portal — Unified Comms
Video calls, messaging, and file sharing in a single client-facing portal.
The Results
50%
Reduction in admin time
35%
Increase in billable hours
60%
Faster invoice-to-payment cycle
5 → 1
Tools consolidated into Dewx
Timeline
Migrated CRM data from Salesforce and configured GTM Hub pipelines.
Set up CX Hub project boards and OPS Hub invoicing templates.
Launched Portal for client communication; retired Zoom and Slack.
Measured 50% reduction in admin overhead across the firm.
“We were paying for Salesforce licenses that cost more than some of our junior consultants. Dewx gave us everything Salesforce did for client management, plus project delivery and invoicing — all in one place.”
Features That Made the Difference
Client Lifecycle CRM
Prospect to retainer in one unified pipeline.
Engagement Tracking
Milestones, deliverables, and time logs per project.
Automated Invoicing
Generate invoices from tracked time and milestones.
Client Portal
Branded communication hub for each engagement.
Time Tracking
Built-in timers linked to projects and billing.
Team Utilization
Real-time view of consultant capacity and allocation.
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