Case study
PPS Consulting India got a US service business live on a new platform for bookings, operations and customer records before its new services launched. We tested the platform with the vendor, turned historical records held only as scanned documents into structured data, and trained each role to use the platform on their own.
Live on time
with historical records migrated from scanned files and each role trained
The business was changing how it operated and had chosen a new platform for bookings, operations and customer records. With transactions already under way, the platform had to be fully working before the new services went live.
The historical records existed only as scanned PDFs of service agreements, bookings and terms. The platform still needed testing and fixes from the vendor, and the team had never used it.
A full review of the platform's features against how the business actually operates.
A test plan and quality checklist, worked through with the vendor to find and fix issues. Data extracted from the scanned records, structured and migrated, with logins set up by role. Real transactions simulated with live data before go-live.
Step-by-step standard operating procedures (SOPs), a training manual for each role, and interactive training sessions built around each person's responsibilities.
It is if:
With the PPS Backbone Review: four weeks, a fixed fee of ₹1,50,000 to ₹3,50,000 plus GST and expenses, one fix working by the end, and a plan with owners and measures that is yours to keep, whether or not we build it with you.
How the Review works85% adoption
up from under 40%, two years after the agency bought the tool
Relevant if you bought ClickUp, Monday.com, Smartsheet or similar, and most of the work still happens in chat and email.
90 days
from naming owners to the company's own team running the weekly cadence
Relevant if you are taking over a family business and the way it runs still lives with the founding generation.
Running now
9 workstreams, one cadence
nine project managers reporting in one format, with a one-page status for the CFO every week
Relevant if you are running several initiatives at once and each one reports differently.
Across Upwork and direct contracts, including the people on our project teams.
By extracting the fields that matter from each document, structuring them in a clean format, checking them, and only then loading them into the new platform. Here that covered service agreements, historical bookings and terms.
What you're trying to achieve in the next 90 days, and what's breaking in execution. We'll tell you plainly what we'd fix first.
Book a discovery callFree, no obligation, and under an NDA if you prefer.
Or write to consult@ppsconsulting.biz WhatsApp +91 93246 21840 (opens in a new tab)
