Case study

From ignored excel timesheets to a workflow teams use without reminders

A mobile-first solution to streamline time tracking, approval workflows, and centralized reporting for Operations.

The story behind

The Timesheets project was initiated to replace a manual, Excel-based workflow with a mobile-friendly solution.

This helped Operation Partners (OPs) track their deal involvement, enabled Managers and Deal Owners to approve submissions, and gave Operations full visibility and reporting control.

Client

Global Investment Firm

Industry

Private Equity

Duration

2+ years

services

Product Design, Product Development, Post-Launch Support

Operational clarity through efficient time logging

Addressing defined business and user needs, we streamlined the time logging process — reducing input time and errors, enhancing ease of use, and enabling immediate visibility into logged data to support operational efficiency.

Streamlined timesheet review & approval

To ensure ease of use and anytime access, we enabled timesheet review and approval across all devices — adding structure, transparency, and traceability. Designed for high-volume environments, the solution helps managers quickly identify what requires their attention and act efficiently.

Deal-based timesheet summary

Targeted timesheet summaries were developed to meet the needs of different user groups, providing quick access to Deal-level insights and a clear breakdown of partner time contributions totaling 100%.

Configurable access & workflow control

To streamline timesheet management, we implemented role-based access, flexible workflow controls, and automated calendar handling for events and holidays. This allows the organization to manage timesheets efficiently while adapting to structural changes, ensuring oversight and operational alignment.

Designed for efficiency

As a result of close collaboration, we delivered a modern time tracking solution that not only addressed business needs but also improved operational efficiency.