Consulting Group Accelerates Project Velocity With CoordinateHQ
The Challenge
When Waiver Consulting Group launched in 2023, it relied on email to manage client projects.
However, as the organization grew, it became increasingly difficult to find information and track the status of each project. The primary bottleneck was client document submission. By utilizing CoordinateHQ's automated reminders and centralized portal for uploads, this eliminated weeks of email back-and-forth, drastically cutting down the project timeline.
Systems Disqualified or Replaced
The Solution
The organization realized it needed software to better manage client projects. After reviewing a handful of tools, CoordinateHQ stood out due to its ease of use and flexibility. A key differentiator was that the portal could be configured to show each client only the specific compliance tasks relevant to their state, a level of personalization that other tools like Thryv couldn't offer.
After 12 months of deploying the collaboration portal, the benefits are impressive.
IMPACT
- Revenue growth: Annual revenue grew fivefold as Waiver Consulting Group was more efficient and able to handle more client projects.
- Employee Productivity Increased by more than 20%. The task assignment and progress tracking enable employees to manage significantly more projects. Leadership can monitor the status of all projects and assignments at a glance, improving accountability and resource allocation.
- Project Duration: Before CoordinateHQ, projects took 4 to 6 weeks to complete. Now, this has been reduced to less than 10 business days.
- Transparency: Clients have real-time access to the project status, and automated reminders and centralized communications keep clients and the team aligned.
- Client Experience: Clients interact through the intuitive portal, where they can see only the tasks relevant to them. This streamlined view has reduced confusion and improved satisfaction.
Amara Kamara, Licensing & Certification Manager, Waiver Consulting Group
”CoordinateHQ has transformed our operations and is the heartbeat of our business. What used to be a slow and cumbersome process is now streamlined and automated, accelerating the path to compliance. We've grown our revenue fivefold, and our clients love the transparency. Any service-based business looking to streamline project management and rapidly scale should take CoordinateHQ for a test drive.”
Waiver Consulting Group is so impressed with CoordinateHQ that it will be rolling out the collaboration portal to other businesses within its portfolio.
Waiver Consulting Group specializes in guiding organizations through the launch and expansion of home and community-based healthcare service agencies. Its mission is to help clients navigate the multitude of state and federal compliance requirements, from business registration and policy development to Medicaid enrollment and staff training.
CoordinateHQ helps you make your high-value customers successful.
CoordinateHQ ensures alignment and accountability throughout the customer life cycle.
Other benefits realized:
- Shorter time-to-value as your customers onboard faster
- Less risk from team handoffs and turnover of both your team or theirs
- Never lose track of renewals or expansion opportunities
- Make better decisions with accurate visibility into each customer’s health and status
If you're interested in learning more, you can setup a demo with our team here.
