Forvia Consulting

How we automated client reporting and internal workflows for a growing consulting firm, recovering 60+ hours per month and eliminating manual processes across three countries.

-70%

Manual reporting time

60hrs/mo

Time recovered

6weeks

Time to full deployment

The situation

Forvia Consulting had grown quickly across three countries, but their internal operations hadn't kept pace. Client reporting was done manually every week, copy-pasting data from spreadsheets into slides, reformatting, resending. Their team was spending over 15 hours per week on reporting alone.

On top of that, project status updates required each consultant to fill in separate tracking documents, creating inconsistent data and constant back-and-forth between teams.

AI & AUTOMATION

Forvia Consulting

INDUSTRY

Management Consulting B2B · Europe

SERVICES

AI & Automation Workflow Design Process Mapping n8n Deployment

YEAR

2025

What we found

After two discovery sessions, three key bottlenecks emerged :

Client reporting triggered manually from 4 different data sources
No single source of truth for project status across teams
Onboarding new clients took 3 days of manual setup across tools

These weren't complex problems, they were repetitive, high-frequency tasks that could be fully automated with the right system design.

What we built

We designed and deployed a connected automation layer using n8n, integrated with their existing Notion workspace, Google Sheets, and email system. The system now runs automatically every Monday morning, pulling data, building reports, and sending branded PDFs to each client without any manual input.

For onboarding, we built a trigger-based workflow that creates the full client folder structure, assigns team members, and sends the welcome sequence in under 4 minutes from a single form submission.

The result

Within 6 weeks of deployment, Forvia's operations team recovered over 60 hours per month previously spent on manual tasks. Client satisfaction scores improved, and the team now uses the time to focus on higher-value advisory work.

"We were spending every Monday on reports no one read carefully. Now it's done before we even open our laptops."

Operations Lead, Forvia Consulting

Similar challenges in your team ?

We map what can be automated, design the right system, and deploy it without disrupting what already works.

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