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Sectors

Recruitment and staffing

Pipeline, placements, margin and consultant activity from the CRM and the back office, on one screen for owners and managers.

The problems we hear most

  • The CRM and the pay and bill system never agree on margin
  • Consultant activity is reported in a Monday meeting from memory
  • Compliance documents expire without anyone noticing
  • Temp timesheets are chased by hand every week

How we help recruitment businesses

Recruitment runs on a handful of numbers: jobs on, candidates in process, placements, margin and activity per consultant. We connect the CRM (Bullhorn, Vincere, JobAdder and others) and the accounts or pay-and-bill system to Power BI so those numbers are live rather than compiled on a Friday afternoon.

Compliance and timesheets are the two admin burdens that scale with headcount. Power Automate chases expiring right-to-work and certification documents, and a simple Power App or Forms flow collects temp timesheets and routes them for approval.

Typical first projects

  • An owner's dashboard of pipeline, placements and margin by consultant
  • Automated reminders for expiring compliance documents
  • A timesheet capture and approval flow for temp workers

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