The situation
This consultancy supplies specialist people to major Australian infrastructure projects. Winning work depends on knowing two things at once: which clients need people, and which contractors are available and suitable.
That information lived in separate spreadsheets and inboxes, so matching demand to supply was slow and manual.
What we built
- A customer relationship management system for clients, contacts and opportunities
- A contractor resource management system tracking skills, availability and placements
- A workflow automation framework linking opportunities to suitable contractors
- Testing and documentation
What changed
- One place to see client demand and contractor supply together
- Opportunities and contractor availability linked, instead of matched by hand
- A CRM the team can grow into without a large upfront investment
The engagement was a fixed-scope, two-week build, the same format Quirk uses for most monday CRM implementations.
Want something similar? Read more about our monday CRM and work management services, or book a free system audit.
Client details are anonymised to respect confidentiality.
