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Elevate Consulting Boosts Utilization by 45%

How an 11-person HR consulting firm replaced disconnected CRM and time tracking tools with one platform — and unlocked 45% more billable hours from the same team.

The Challenge

Elevate Consulting delivered HR strategy, compliance audits, and talent programs for mid-market companies. Their 11 consultants tracked leads in HubSpot and logged hours in Clockify — but no one could see how pipeline activity translated to actual billable work.

Consultants were busy but not always billable. Non-billable admin tasks consumed nearly 40% of working hours, and project scoping was done in spreadsheets that went stale the moment they were created.

  • 40% of consultant hours spent on non-billable admin work
  • No link between sales pipeline and project delivery
  • Project scoping in stale spreadsheets causing scope creep
  • Time entries disconnected from invoicing and client billing

The Solution

Elevate rolled out Dewx to all 11 consultants in three weeks, connecting their sales pipeline directly to project delivery and time tracking in one system.

GTM Hub — Deal Pipeline

Every prospect tracked from first meeting through signed SOW with automatic handoff to project delivery.

OPS Hub — Time & Billing

Integrated time tracking with one-click invoicing and real-time utilization dashboards per consultant.

Portal — Client Comms

Unified client inbox for project updates, document sharing, and deliverable approvals.

Dew AI — Proposal Drafts

AI-generated SOWs and project proposals based on engagement templates and client requirements.

The Results

45%

Utilization increase

6 hrs

Saved per consultant weekly

30%

Revenue growth (same team)

2 → 1

Tools consolidated into Dewx

Timeline

Week 1

Migrated client data and configured GTM Hub pipeline with engagement-type templates and SOW workflows.

Week 2

Set up OPS Hub time tracking and billing; connected time entries to client invoices automatically.

Week 3

Launched Portal client comms and Dew AI proposal tools; trained all consultants.

Month 3

Measured 45% utilization increase and 30% revenue growth without any new hires.

“We were leaving money on the table every week because consultants were buried in admin. Once we connected sales, delivery, and billing in Dewx, our utilization jumped 45%. Same team, 30% more revenue.”

— Karen Reeves, Managing Director, Elevate Consulting

Features That Made the Difference

Deal-to-Delivery

Automatic handoff from signed SOW to project kickoff.

Integrated Time Tracking

Log hours directly against client engagements.

One-Click Invoicing

Time entries flow into invoices automatically.

AI Proposals

Generate SOWs and scoping documents in minutes.

Utilization Dashboard

Real-time billable vs. non-billable hours per consultant.

Client Portal

Deliverables, updates, and approvals in one place.

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