Case Study: nelex achieves 50% productivity increase and complete visibility with Karbon

Complete visibility and control for nelex

nelex is a small Wodonga-based accounting and advisory firm serving family-owned and local businesses. They struggled with a painful, disorganized practice management process and worried about missing key dates and tasks. Karbon’s workflow platform — notably its ability to set due dates for tasks within work items — was adopted to give the team the visibility and control they needed.

Karbon implemented centralized task and work-item tracking so nelex can see and manage all client work in one place. As a result, nelex reports a 50% productivity increase, plus savings of 1 hour a day chasing clients and 1 hour a day managing and completing work — delivering clearer oversight and fewer missed deadlines thanks to Karbon.

nelex

Natalie Owens

nelex