Operations
Multi-school therapy agency
Challenge
Four disconnected tools — separate systems for scheduling, session logs, credentials, and billing — meant the operations team spent days every month just chasing data between platforms.
Approach
Migrated staff, students, and contracts into one place. Switched session logs and billing to a single approval workflow. Set up automatic credential expiration alerts.
Outcome
Admin work for the operations team dropped substantially in the first month. Credential expirations stopped being a fire drill. Billing went from a multi-day cycle to an automatic flow tied directly to approved sessions.