Case Study: ImpactInstitute achieves unified project management and operational visibility with Accelo

Uniting Two Distinct Sides of an Impactful Firm

ImpactInstitute, an impact advisory, brand storytelling and events firm, was challenged by a merger that left it using multiple disconnected systems for quoting, timekeeping, project management, pipeline tracking and financial reporting. The team needed a single platform that could support both sides of the business and integrate with Salesforce and Xero, which led them to Accelo.

Accelo implemented an end-to-end solution that unified business development, quoting, project delivery, time tracking, reporting and recurring retainer management in one system, with templates and workflows tailored to ImpactInstitute’s processes. As a result, the company gained much better visibility across sales and projects, improved quoting accuracy, reduced manual work between tools, and enabled the two business units to learn from each other’s workflows, creating a smoother operation and stronger customer experience.

ImpactInstitute

Paula Cowan

General Manager and Senior Advisor