Whitestone Consulting Hits 50% Higher Utilization
How a 14-person operations consulting firm replaced disconnected CRM and time-tracking tools with one platform — and put billable hours back where they belong.
The Challenge
Whitestone Consulting helps mid-market companies streamline operations — ironically, their own operations were anything but streamlined. Salesforce tracked client relationships and pipeline, while Harvest managed time tracking and invoicing. Neither system talked to the other.
Partners had no real-time view of team utilization, so consultants were either overbooked or sitting idle. Invoicing required manual reconciliation between Harvest timesheets and Salesforce deal records, and the finance team spent days each month chasing missing entries.
- No real-time visibility into consultant utilization rates
- Invoicing required manual reconciliation across two systems
- Team utilization stuck at 55% due to poor resource allocation
- Finance spending 3 days per month chasing missing time entries
The Solution
Whitestone migrated to Dewx in three weeks, connecting pipeline management, time tracking, resource allocation, and invoicing into one unified system.
GTM Hub — Pipeline Management
Deal pipeline linked to resource planning so partners see capacity before making commitments.
OPS Hub — Time & Invoicing
Integrated time tracking with one-click invoice generation tied directly to engagement records.
CX Hub — Engagement Tracking
Project milestones, deliverables, and client feedback tracked alongside utilization metrics.
Dew AI — Resource Optimization
AI-powered staffing recommendations based on skills, availability, and engagement requirements.
The Results
82%
Team utilization (up from 55%)
3 days
Invoice reconciliation eliminated
30%
Revenue increase (same headcount)
2 → 1
Tools consolidated into Dewx
Timeline
Migrated Salesforce pipeline and Harvest time data; configured engagement templates and billing rates.
Set up resource allocation dashboards, automated time-entry reminders, and one-click invoicing.
Trained all consultants and partners; ran parallel billing cycle before retiring legacy tools.
Utilization climbed from 55% to 82%, and revenue grew 30% with the same team size.
“We were leaving money on the table because we couldn't see who was available. Dewx gave us real-time utilization dashboards, and our billable hours jumped almost immediately. Revenue is up 30% without hiring a single new person.”
Features That Made the Difference
Utilization Dashboard
Real-time billable vs. non-billable hours.
One-Click Invoicing
Time entries flow directly into invoices.
Resource Planning
See team capacity before committing to deals.
AI Staffing Suggestions
Match consultants to engagements by skill.
Client Portal
Shared workspace for deliverables and feedback.
Partner Analytics
Per-partner revenue and team performance views.
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