Summary

A mid-sized management consulting firm in Chicago was struggling with fragmented project tracking and manual invoice generation. Consultants used spreadsheets to manage deliverables, and billing cycles often lagged behind project milestones, causing delays in cash flow and client disputes.

Octayne Implementation

• After implementing Octayne, the firm leveraged automated workflows that tied project phases directly to billing triggers.
• Consultants could log time and deliverables in real time, and Octayne’s smart logic generated invoices aligned with contractual terms.
• The result: faster billing cycles, fewer errors, and a 22% reduction in unbilled hours.
• The firm also saw improved client satisfaction due to transparent progress tracking and timely invoicing.