Success story
When the vendor’s FileMaker system failed, consultants were billing worldwide with broken tools. Citinet rebuilt the portal — and got the cash flowing again.
Challenge
Balancing Life’s Issues teaches change management — then watched its own ops buckle when a vendor FileMaker system crashed. Consultants billing worldwide had no reliable way to work, invoice, or collect feedback.
Solution
Citinet delivered an interactive consultant portal with QuickBooks-linked invoices and structured feedback — built around how the firm actually sells and delivers.
Results
Cash flow improved about 30%. Staff hours saved roughly 30%. Billable hours performance improved by 96%. Leadership’s verdict: Citinet listened and got it right the first time.
“Citinet’s knowledge of our process and what we needed was amazing. They listened and got it right the first time.”
Wendy Wollner
Irony is a poor operating system. A firm that coaches others through change found itself in a software meltdown — a vendor FileMaker environment that failed while consultants kept billing worldwide.
Citinet rebuilt from the process outward: a consultant portal that matched how engagements actually run, invoices that hit QuickBooks cleanly, and feedback that stayed attached to the work.
The numbers followed the design. Cash moved. Hours returned to billable work. And the rebuild did not require a second round of “what we meant.”
Case study PDF
The original Citinet customer success PDF.
Tell us what is breaking. We will tell you what we would build — and what we would not.
