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Professional Services Case Study

Youlgrave Advisors

A cohort-based learning platform for a growing training program.

-20%Approval Time
Youlgrave Advisors digitallyscaled
ClientYoulgrave Advisors
IndustryProfessional Services
Timeline8 weeks
ServicesLearning Management System (LMS)
The Challenge

Where things stood before

When Youlgrave Advisors first reached out, a patchwork of tools that never gave a clear, current picture of the business was the issue sitting at the top of their list.

Competitors and peers seemed to have this figured out already, which only made it more frustrating.

The Solution

What we built

We started by getting a clear picture of exactly where things were breaking down before proposing anything.

From there, a cohort-based learning platform for a growing training program, built specifically around what Youlgrave Advisors needed.

  • Delivered within a 8-week timeline without cutting scope
  • Benchmarked against clear, agreed-upon success metrics from day one
  • Built using React and Node.js for a stable, maintainable foundation
  • Designed around Youlgrave Advisors's actual workflow, not a generic template
Results

The impact, by the numbers

-20%
Approval Time
+41%
Reporting Accuracy
97.2%
Team Adoption
+34%
Time Saved Weekly
Tech Stack

Built with

ReactNode.jsPostgreSQLAWS S3

“We'd tried to fix this ourselves more than once before. Having someone actually get to the root of it made all the difference — -20% approval time within a few months.”

AA
Aurelien Ashgrove

Operations Director, Youlgrave Advisors

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