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Technology Consulting

Success Story: Internal Operations (OSForBiz)

We use what we sell.

Industry

Technology Consulting

Company Size

3 employees

Package Used

Starter (AED 1,999)

Timeline

2 weeks

The Challenge

Before OSForBiz, Internal Operations (OSForBiz) was struggling with:

  • Managing multiple client projects simultaneously
  • Tracking billable hours across projects
  • Proposal and quote management
  • Client communication history scattered
  • Financial reporting for tax compliance

The Solution

OSForBiz implemented ERPNext for our own operations. Proof that we practice what we preach.

Modules Activated

  • CRM & Pipeline
  • Project Management
  • Time Tracking
  • Invoicing
  • Accounting

Integrations Built

  • Email
  • Calendar
  • WhatsApp Business

Custom Workflows Automated

  • Lead inquiry → Auto create opportunity
  • Proposal accepted → Auto create project
  • Time logged → Auto update project cost
  • Invoice sent → Auto track payment

Data Migration

All historical client dataFinancial recordsProject documentation

The Results

Time Saved

  • Client management

    ScatteredCentralized

    Full visibility

  • Proposal creation

    2 hours15 min

    Templates

  • Financial reporting

    4 hours/month10 min/month

    Automated

Accuracy Improved

  • Billable hours tracked

    80%100%

  • Client follow up

    Sometimes missedNever missed

  • Financial accuracy

    90%100%

Revenue Impact

  • Increased billable hours captured by 20%
  • Faster proposal turnaround (win more deals)
  • Better cash flow visibility

Return on Investment

Investment

AED 1,999 (Starter Package setup)

Annual Value

AED 30,000 (efficiency + billable hours)

Payback Period

3 weeks

ROI

1,400% Year 1

What the Client Says

We run our own business on ERPNext. We know it works because we live it every day. When we recommend ERPNext to clients, we speak from experience.

OSForBiz Team

Internal Operations

Before / After

MetricBefore OSForBizAfter OSForBiz
Client ManagementScatteredCentralized
Proposal Time2 hours15 min
Billable Hours80% tracked100% tracked
Follow upSometimes missedNever missed
Financial Reporting4 hours/month10 min/month
Systems UsedMultiple tools1 ERPNext

Ready for Similar Results?

Internal Operations (OSForBiz) is flourishing. Yours can too.

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