With partners and engagement teams spread across New York, London and Singapore, this firm had a fundamental visibility problem. Business development ran on relationship instinct and quarterly reviews — by the time a partner in London knew the Singapore office had already approached the same prospect, the damage was done.
Finance was worse. Every month, the CFO's team spent the better part of three weeks manually consolidating P&Ls across five currencies, chasing subsidiary numbers via email and correcting errors that only surfaced at the end of the process. The result was a monthly close that landed far too late to be useful for the decisions that actually needed making.
The tools they had weren't the problem — they had no shortage of software. The problem was that none of it spoke to each other, none of it was built for how a consulting firm actually operates, and none of it gave leadership a live picture of what was happening right now.
"We had tools no one really used — they felt like data compliance, not insight. Xpert Closr changed that completely. The dashboards are genuinely something our partners look forward to opening. And because everything is live, we know exactly where our pipelines stand at any moment. It honestly feels like magic — and our numbers show it."
— Managing PartnerXpert Lab AI deployed three products over a 20-week engagement, sequenced to deliver value at each phase rather than asking the firm to wait for a big-bang go-live.
Live engagement pipeline across all three offices. Weighted stages, prospect deduplication and partner-level visibility — so no opportunity goes cold unnoticed.
Automated multi-currency P&L consolidation pulling directly from subsidiary data. The monthly finance marathon became a six-hour process.
Talent pipelines consolidated into a single view. No more spreadsheets per office. Talent pipelines have never run smoother.
All three products were deployed into the firm's own cloud account — no shared SaaS, no data leaving their environment. The firm retained full ownership of everything from day one.
By the end of the 20-week deployment, the firm had a fundamentally different operating rhythm. Partners opened Closr dashboards the way they used to check email — as the first thing in the morning. Finance closed the month in days, not weeks.
Live pipeline visibility meant partners could act on opportunities the moment they moved, not a week later.
Weighted pipeline and automated follow-up prompts compressed the time from first contact to signed engagement.
Down from nearly four weeks of manual effort across five currencies and three regional offices.
Freed from reconciliation and data wrangling, the finance team could focus on actual analysis.
Full deployment completed in 20 weeks. Return on investment achieved from month 3 — before the engagement was even fully embedded across all offices.
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