Case Study
Energy
Green Choice Consulting
Energy Client Ops
45 hrs/mo saved
Four data entries collapsed into one clean workflow.
The Friction
Green Choice consultants were entering the same client information across multiple tools to satisfy internal tracking and external reporting. That duplication consumed billable hours and introduced mismatch risk.
- Consultants duplicated data entry 4 times for every new client record.
- Inconsistencies between systems triggered avoidable rework.
- Admin burden reduced client-facing time for senior staff.
The MVP
We built a single-source client operations layer that captured data once, then synced it to the required reporting surfaces.
9-week MVP implementation
- Single-entry client intake and validation
- Automated sync pipelines for downstream records
- Mobile-friendly views for consultants in the field
The Numbers
| Metric | Before | After |
|---|---|---|
| Data entries per client | 4 | 1 |
| Process consistency | Variable | Reliable |
| Recovered capacity | 0 | 45 hrs/mo |
Solution Snapshots
Tech Stack
Next.jsTypeScriptConvexAutomation WorkflowsTailwind v4
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