How we gave a professional services firm accurate, real-time visibility into utilization.
A professional services firm was tracking employee time and project hours manually, with no real-time view into utilization or accurate reporting.
Manual timesheet management processes
Hard to monitor project-hour limits
Inaccurate utilization reporting
No real-time productivity insight
We built a full digital timesheet platform with employee and manager portals on Lightning Web Components, automated approval workflows, hour-limit validation, and real-time utilization dashboards.
Automated workflows replaced manual sign-off chains.
Built-in validation catches errors before submission.
Utilization dashboards give managers up-to-date insight.
The pipeline behind the digital timesheet and utilization platform.
Timesheet Submission
Business Rule Validation
Manager Approval
Utilization Reporting
Built the full digital timesheet lifecycle on Salesforce
Developed employee and manager LWC portals
Configured automated approval workflows and hour-limit validation
Built real-time utilization dashboards
Modeled custom objects for time tracking
Delivered reports and dashboards for management visibility
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