Case Study: Impact Financial Solutions achieves global collaboration and dramatic productivity gains with Kantata

Impact Financial Solutions Goes Global with Mavenlink and Google Apps

Impact Financial Solutions is a Dallas-based accounting firm and small-business consultancy that helps clients improve their financial systems. As the team grew and added clients around the world, founder Tim Sims needed a web-based project management system that required no local installs, integrated with Google Apps, and could centralize collaboration, tracking, and reporting.

They implemented Mavenlink with Google Apps, creating a project per client and using Mavenlink’s activity feed, Google Drive attachments, unique project email addresses, task tracker, time/expense/invoicing features, and reporting dashboards. The combined solution enabled seamless global collaboration, centralized project history and documents, and delivered dramatic productivity gains—giving the team a single place to manage each client and clear visibility into work and performance.

Impact Financial Solutions

Tim Sims

Founder