Challenge
Our client is a company managing legal and financial processes for international workers in Poland, who needed a centralized tool to automate how contracts, invoices, and payroll were handled between clients, managers, and internal control teams.
Pain Points
- Payment workflows relied on chat or email threads without tracking
- Scalability costs made growth unlikely
- No unified system for managing expirations or tax thresholds
- Invoices required frequent corrections
- Client and internal communication was spread across tools
Our client is a company managing legal and financial processes for international workers in Poland, who needed a centralized tool to automate how contracts, invoices, and payroll were handled between clients, managers, and internal control teams.
Pain Points
- Payment workflows relied on chat or email threads without tracking
- Scalability costs made growth unlikely
- No unified system for managing expirations or tax thresholds
- Invoices required frequent corrections
- Client and internal communication was spread across tools
Solution
We designed and built a role-based CRM system that mimics the way FBA works — but with automation, status tracking, and compliance logic built in. CRM is tailored to FBA’s operations, covering client data, contracts, invoices, salary workflows, and document storage. It includes role-based access, billing-linked file uploads, and process dashboards.
We designed and built a role-based CRM system that mimics the way FBA works — but with automation, status tracking, and compliance logic built in. CRM is tailored to FBA’s operations, covering client data, contracts, invoices, salary workflows, and document storage. It includes role-based access, billing-linked file uploads, and process dashboards.
Results
The solution we delivered to FBA solved their challenges by centralizing all client-related workflows into one place, automating error-prone processes like invoice creation and salary approvals, and enforcing legal compliance through validation rules and status restrictions.
Key metrics:
- x2 client base growth
- 42% operation time reduction
- x100 lower cost to scale per client
The solution we delivered to FBA solved their challenges by centralizing all client-related workflows into one place, automating error-prone processes like invoice creation and salary approvals, and enforcing legal compliance through validation rules and status restrictions.
Key metrics:
- x2 client base growth
- 42% operation time reduction
- x100 lower cost to scale per client