CASE STUDY

Unlocking greater client impact with a custom growth platform

Industry

Consulting

services

Product design
Development

engagement length

1.5 years

tech stack

React (Next.js)
TypeScript
AWS (Amplify, RDS, GraphQL)
Hubspot

the client

SBI is a revenue growth consultancy that brings extensive data and practical knowledge to deliver strategies that help clients scale fast.

Unlike other firms, their consultants have real-world experience to better understand what levers businesses need to pull to increase revenue.  The power of their know-how combined with heaps of proprietary data enables them to create maximum impact for clients.

the opportunity

Self-serve, digital diagnostics: a win-win for clients and consultants alike.

The SBI team identified an opportunity to create greater client impact, while boosting operational efficiency internally. What if clients could access live reports and track their progress with a robust platform?

Beyond the tremendous value-add for clients, a digital product would reduce the manual time spent finding and determining benchmarks for consultants. Ultimately freeing the focus of consultants to other highly-impactful areas of work.

core objectives
  • Reduce the manual hours spent finding and determining benchmarks
  • Boost client engagement throughout the partnership lifetime
  • Create a centralized hub for clients providing weekly and daily workflows
  • Nudge clients if they aren’t effectively tracking towards their set goals
  • Design a product that meets the needs of all new, current, self-serve, and private equity users
  • Build an additional revenue stream outside of project-based consulting engagements
the solution

SBI Pro

Providing leaders with extensive data and breakout insights at speed
KEY features
Compare your data to the SBI growth index range
KEY features
Compare your data to peers
KEY features
Track changes in your data over time
KEY features
Evaluate your firm’s revenue maturity with assessment results
KEY features
Compare results with your peers and entire team for a holistic picture
KEY features
See score breakdowns by categories to guide next steps

“Crema’s help has allowed us to have one of the most successful MVP launches we’ve ever had. They deliver on time and meet all of our standards for success.”

Tracy Edwards
Chief Technology Officer, SBI
results

Imagine investing resources with a consultancy that leaves you with a strategy but no actionable plan to execute. SBI Pro is a sleek solution that actually helps clients move the needle forward. The clean UI and easy-to-digest visual reports makes gleaning high-impact data simple.

100 hrs

Saved weekly on manual reports

5%

Annual revenue boost

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