Professional Services Case Study
Sunderland Advisors
A purchase-request workflow that replaced an email-based approval chain.
-24%Approval Time
The Challenge
Where things stood before
Sunderland Advisors's biggest obstacle was a patchwork of tools that never gave a clear, current picture of the business — something their team had tried to patch more than once without lasting success.
The problem was quietly getting more expensive to ignore every month it went unaddressed.
The Solution
What we built
We started by getting a clear picture of exactly where things were breaking down before proposing anything.
What we ultimately delivered was a purchase-request workflow that replaced an email-based approval chain, built specifically around what Sunderland Advisors needed.
- Tested thoroughly before launch to avoid post-launch surprises
- Delivered within a 5-week timeline without cutting scope
- Designed around Sunderland Advisors's actual workflow, not a generic template
- Built using React and Node.js for a stable, maintainable foundation
Results
The impact, by the numbers
-24%
Approval Time
+50%
Reporting Accuracy
94.4%
Team Adoption
+49%
Time Saved Weekly
Tech Stack
Built with
ReactNode.jsPostgreSQLREST API
Trentham Retail Group
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