How Greenwolf Transformed Disorganised Early Staged Startup to System Driven Organized Startup

Case Study Info >

Industry
Fintech

Solution Category
System & Process Optimization

Background

Greenwolf was approached by an early-stage Fintech startup that was struggling to manage its business operations. The client provided financial consultancy to its client and was doing well with the business but did not have any transparency with the team’s operation and was not too satisfied with the way of communication with the clients.

Challenge

The company had a team size of 10-20 people, and the owner was spending most of his time firefighting to keep the business running due to the lack of systems in client communication, employee management, reminders for critical due dates, standard operating procedures, and disorganized documents. Additionally, the client had a limited budget, and they needed an affordable solution to fix their operational mess.

Solution

Greenwolf started by having multiple sessions with the startup’s team to understand their challenges and needs. After a thorough analysis, Greenwolf came up with an affordable solution that involved designing a Google Apps-based framework along with automation integrations. The framework was designed to make the startup a system-driven company, which would help them to streamline their operations and save time and resources.

One of the key solutions was to create a common web space for the employees where all the applications were integrated and accessible under the same portal. This helped to streamline the communication process and eliminate the need for multiple logins and passwords. The employees could access all the necessary tools and applications from a single platform, making their work more efficient and organized.

Similarly, another portal was created for the management team, which had all their key documents, monitoring documents, budget calculators, and financial metrics to focus on areas relevant to the organization’s growth. The management team could track the progress of the company, identify areas that needed improvement, and make informed decisions based on real-time data.
Greenwolf also helped the startup to automate various processes, such as employee attendance tracking, leave management, task reporting, and lead management. They created dashboards to track and report progress and performance, which helped the company to monitor its internal and external growth.

Impact

The solutions designed by Greenwolf had a significant impact on the startup. The client was pleased with the operational cost of the tools recommended by Greenwolf, which helped them to manage their finances better. The solutions helped the startup to:

  • Developed Systems to track employee attendance accurately and efficiently, which helped the management team to manage their workforce more effectively.
  • Enhanced the leave management system, which helped to reduce manual intervention and errors.
  • Organized task reporting in the form of dashboards with hourly distribution, which helped the employees to track their progress and performance and identify areas that needed improvement.
  • Improved leads management system, which helped the company to manage their leads more efficiently and increase their conversion rate.
  • Automated emails for any notification, which helped the company to communicate with their employees and clients more efficiently.
  • Built KPI Dashboard to track key metrics and monitor the company’s internal and external growth, which helped the management team to make informed decisions and identify areas that needed improvement.

Impact Overview

Improved Systems

Better Transpareny

Time & Cost Efficient