Case Study: FinePoint Associates achieves centralized reporting and better project management with FreeAgent

Growing together towards the future! Introducing FinePoint Associates

Servis.ai provided a solution for Fine Point Associates, a Massachusetts-based non-profit consulting firm specializing in affordable housing. As their project portfolio expanded, the client faced a significant data management challenge. Their reliance on numerous, uncentralized Excel spreadsheets made tracking, analyzing, and reporting on multiple complex programs and sub-projects extremely difficult and inefficient.

The solution from servis.ai was the FreeAgent platform, a customizable tool that centralized all project information. This provided the team with a user-friendly interface to visualize data through custom reports and track assignments. As a result, Fine Point Associates achieved a 90% success rate in managing their information, drastically improving efficiency, profitability, and team-wide visibility into project performance.

Fine Point Associates, LLC

Lindsay Chors

Fine Point Associates, LLC