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MGH Solutions
CLIENT: MGH Solutions
INDUSTRY: Business Services
TIMELINE: 12 Weeks Execution
LOCATION: Columbus, Ohio
LESS MANUAL ADMIN
62%
WEEKLY HOURS SAVED
4.2h
PORTAL UPTIME
99.9%
OVERVIEW & THE CHALLENGE
Disconnected tools slowed a growing services business
MGH Solutions managed referrals and service requests across spreadsheets, email, and a legacy CRM. As volume grew, requests were lost, reporting took days, and nobody could see where work was stuck.
Requests spread across email and spreadsheets
Manual data entry between systems
No single view of pipeline and delivery
THE EDGELESS SOLUTION
We built a custom portal that captures every request in one place, syncs with the existing CRM, and automates assignment and status updates. A role-based dashboard replaced the weekly reporting scramble.
Request Intake & Routing
Structured intake forms route work to the right owner automatically.
CRM & Email Integrations
Two-way sync keeps pipeline data consistent across systems.
Operations Dashboard
Live status by client, owner, and stage for the whole team.
work process
A 4-stage rollout built around the real workflow
We designed around how the team actually works, then shipped in stages so nothing broke during the transition.
step 1: process mapping
Interviews and shadowing documented every handoff and pinpointed where requests stalled.
step 2: portal design
Intake, routing, and dashboard screens were designed around the team's existing workflow.
step 3: integration build
APIs connected the portal to their CRM, email, and document storage in both directions.
step 4: rollout & training
We launched with two teams first, trained staff, and adjusted routing rules from live feedback.
MEASURABLE RESULTS
The portal now holds the authoritative record for every request, and the team starts each week with a dashboard instead of a spreadsheet.
62% Less Admin
Reduction in time spent copying data between tools each week.
4.2 Hours Saved
Weekly admin hours returned to the delivery team.
99.9% Uptime
Reliable access for staff and clients across the quarter.
CLIENT TESTIMONIAL
Operations Lead
MGH Solutions
"The portal gives us one place to see every request, so no more Monday morning spreadsheet scramble."
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Agree on timeline, team, and budget
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Plan integrations with your tools
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