Skip to main content
OSForBiz
Home
PricingCase StudiesROI CalculatorAboutContact
Professional Services

Success Story: Digital Marketing Agency

ROI in 1 month.

Industry

Professional Services

Company Size

8 employees

Package Used

Starter (AED 1,999)

Timeline

4 weeks

The Challenge

Before OSForBiz, Digital Marketing Agency was struggling with:

  • Client retainers tracked in spreadsheets
  • No visibility into project profitability
  • Manual time tracking (or no tracking at all)
  • Invoice disputes with clients
  • Team capacity unknown. Always overbooked or underbooked.

The Solution

OSForBiz implemented ERPNext with focus on retainer management and time tracking.

Modules Activated

  • CRM & Retainer Management
  • Time Tracking
  • Project Profitability
  • Invoicing

Integrations Built

  • Slack notifications
  • Google Workspace

Custom Workflows Automated

  • Retainer period end → Auto generate invoice
  • Hours exceed retainer → Auto notify account manager
  • Project completed → Auto calculate profitability
  • Payment received → Auto update client status

Data Migration

100 clients50 active retainers2 years of invoices

The Results

Time Saved

  • Time tracking

    None (guessing)Accurate to 15 min

    Full visibility

  • Invoice creation

    2 hours/client5 min/client

    96% faster

  • Profitability analysis

    Never doneReal time

    New capability

Accuracy Improved

  • Billable hours captured

    60%95%

  • Invoice accuracy

    80%99%

  • Client disputes

    5/month0/month

Revenue Impact

  • Saved AED 5,000/month in manual errors
  • Eliminated 15 hours/week of data entry
  • Increased billable hours captured by 35%

Return on Investment

Investment

AED 1,999 (Starter Package setup)

Annual Value

AED 72,000 (billable hours + errors)

Payback Period

1 month

ROI

3,500% Year 1

What the Client Says

Implementation: 4 weeks. ROI: 1 month. Saved AED 5,000/month in manual errors. Eliminated 15 hours/week of data entry. Peace of mind: priceless.

Digital Marketing Agency

Founder

Before / After

MetricBefore OSForBizAfter OSForBiz
Time TrackingNoneAccurate to 15 min
Invoice Creation2 hours/client5 min/client
Billable Hours Captured60%95%
Client Disputes5/month0/month
Data Entry15 hours/week0 hours/week
Profitability VisibilityNoneReal time

Ready for Similar Results?

Digital Marketing Agency is flourishing. Yours can too.

Book a 15 minute call. We will show you exactly how OSForBiz can eliminate your chaos.