Client

Professional Services Firm

Industry

Consulting and Advisory Services

Initial Engagement

The firm came to Elite Vivant while managing increasing demand with a lean internal team.
Client inquiries, internal requests, and project needs were coming in through multiple channels,
creating delays, manual follow-up, and inconsistent handoffs.

The challenge was not capability or expertise. It was a lack of operational structure.

Leadership needed clarity around how systems, workflow automation, and AI could support operations
without disrupting how the business already functioned.

Strategic Foundation

Before any execution, we began with an AI and systems assessment focused on clarity.

We reviewed how requests entered the organization, where bottlenecks occurred,
how teams communicated internally, and which workflows required human judgment versus automation support.

The goal was to create visibility and alignment before introducing any automation.

Systems and AI Build

With clarity established, we designed a workflow ecosystem that supported both internal teams and leadership.

This included an AI-supported intake and routing process, automated workflows connecting intake, CRM,
and project management systems, and internal notifications that eliminated manual handoffs.

Every system was designed to support accountability, reduce friction, and improve response time
without increasing headcount.

Results

The firm now responds to inquiries faster, with clear ownership assigned from the start.

Internal back-and-forth has been reduced, dropped tasks have been eliminated,
and leadership has visibility into request volume and workflow status without manual reporting.

The business gained operational clarity and confidence to scale.

Project Scope

• AI and Systems Assessment
• Workflow Automation Design
• Intake and Routing Support
• CRM and Project Management Integration
• Internal Communication Automation

Client Experience

The team now operates with structure instead of stress.

AI supports daily operations quietly in the background, allowing leadership and staff
to focus on decision-making, delivery, and growth rather than coordination.