PROX builds the internal operational systems that turn closed deals into organized delivery. Onboarding, handoffs, internal workflows, and delivery automation for service firms.
The front office gets the client in. The back office is where the work either runs smoothly or falls apart.
Most service businesses run their delivery on informal coordination — messages, spreadsheets, verbal handoffs, and whoever remembers to follow up. When the business is small, this works. When it grows, it breaks.
These are not individual failures. They are symptoms of a back-office that was never built. This engagement builds it.
Organizations face complex obstacles when modernizing their IT infrastructure. We help you navigate these challenges with proven strategies.
Every onboarding is different. Forms, documents, and kickoff steps depend on whoever handles it.
Someone has to remember to follow up for missing items. Status lives in someone's head, not the system.
Internal handoffs happen late or not at all. The next person doesn't know it's their turn.
The team spends time managing process instead of doing work. Coordination is verbal, not systematic.
Missed steps only surface when a client complains. There's no operational layer watching for breaks.
Comprehensive services covering every phase of your cloud journey, from strategy to ongoing optimization.
IMPLEMENTATION
When a deal closes, the system creates the client record, sends onboarding forms, collects required information, assigns internal tasks, and tracks completion — automatically.
IMPLEMENTATION
Instead of chasing clients manually, the system requests missing documents, follows up automatically, and updates the internal status once everything is received.
IMPLEMENTATION
Once intake is complete, the system routes the client to the right team member, creates next-step tasks, and keeps the process moving without manual coordination.
IMPLEMENTATION
Service request intake, internal ticket routing, team handoff logic, pipeline for active client work, progress tracking, and completion workflows — built into a single operational system.
IMPLEMENTATION
Recurring task systems, missed-step alerts, SOP-driven workflow triggers, and exception handling for broken processes — so issues surface before they become problems.
A structured, risk-managed methodology that ensures successful cloud transformation with minimal disruption.
Map current back-office structure, identify gaps and manual dependencies.
Full operational architecture designed with you. You approve the design before implementation begins.
Hands-on build. Structured rollout. Senior-led execution.
Full documentation and team walkthrough at project close.
45 minutes. We assess your structure and tell you exactly what needs to be built.