Case Study: ImpactInstitute unifies operations and improves visibility with Accelo

ImpactInstitute unites two businesses with Accelo and streamlines project delivery across 2 teams

ImpactInstitute, an impact advisory and events firm formed from a merger, faced challenges uniting two distinct business models and a disparate tech stack. They relied on multiple software solutions like WorkflowMax and Asana, which did not integrate and caused costly time leakage. The company needed a single platform to handle quoting, project management, and financial reporting for both their events and consulting services.

Accelo provided an end-to-end solution that automated retainers and managed the entire process from sales to project delivery. Using Accelo improved visibility across the business, making handoffs from sales to projects easier and enabling more accurate quoting through project templates. This allowed the two sides of the merged company to learn from each other's workflows, bringing tremendous internal value and supporting the smooth management of major projects like Australia's first Social Impact Summit.

ImpactInstitute