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CRM workflow redesign for a regional infrastructure firm.
THE CLIENT:
A 700+ employee, regional transportation consulting and design firm, serving large-scale construction and public works projects across the Southeast.
UNDERSTANDING
THE PROBLEM: CRM OPTIMIZATION
The client was operating with fragmented workflows of over 100 tabs driven by manual processes and an Excel-based CRM.
Critical data lived across disconnected spreadsheets, requiring significant manual entry and cross-checking.
As the organization scaled, the client reported delayed reporting, limited visibility into operations, and lost time.
ARVAYA'S SOLUTION:
To ensure adoption at the leadership level, we built a Monday.com board that felt intuitive, similar to Excel, but designed for scale. Our engineers consolidated data into one tailored, automated CRM and a shared dashboard. Teams gained clear visibility and effortless tracking, while manual updates by individuals were eliminated.
THE RESULT:
We built systems tailored to how the firm actually operates, providing clear visibility into metrics, revenue, project performance, hiring, and pipeline management. With this infrastructure in place, the firm can confidently scale to 1,000–1,500 employees while keeping operations streamlined and overhead low.
By automating data capture and system integrations, Arvaya eliminated repetitive manual entry, leading to a reduction in manual data entry time by 75% and improving accuracy.
Arvaya designed and delivered structured training and onboarding for over 60 team members, ensuring rapid adoption of new systems and consistent workflows across departments.
Arvaya eliminated manual prep and review, resulting in a 90% reduction in report preparation time and improved compliance accuracy.
CLIENT FEEDBACK:
"We are so impressed by how you quickly grasped our technical environment, identified the right automation opportunities, and delivered immediate solutions that will improve accuracy and reduce manual workload."
