Case Study: Zen Aegis saves 40+ hours a week with Assembly

How Zen Aegis Saves Clients 40+ Hours a Week With Secure, Automated Portal Software

Zen Aegis, a consulting firm offering fractional executive leadership, faced challenges managing client operations with a disjointed collection of software tools. They needed a more integrated, secure, and automated solution to provide a personalized experience for their diverse clients and improve their own internal workflow efficiency. They turned to Assembly's client portal software to address these needs.

By implementing Assembly, Zen Aegis built secure, automated portals for themselves and their clients. The solution included digital forms, contracts, and billing, all integrated with other tools via Zapier and API automations. This saved their clients a dramatic amount of time, with one nonprofit client seeing a 90% reduction in manual data entry and others saving over 40 hours per week. Assembly enabled Zen Aegis to scale efficiently, boost customer satisfaction, and deliver significant value without building custom portal solutions from scratch.

Zen Aegis

Kody Foringer

Zen Aegis