Consulting Firm

Elevate Consulting — Client Management Portal

The Problem

Elevate Consulting was managing client engagements across spreadsheets, email chains, and three different tools. Partners spent 8+ hours per week just coordinating project status updates. They'd spoken to five agencies and received quotes ranging from $30K to $100K for the same project, with timelines from 3 to 9 months.

The Solution

We built a custom client management portal with a clear scope: 15 screens, 3 integrations (email, calendar, invoicing), role-based access for partners, associates, and clients, plus a reporting dashboard showing project health at a glance.

The Outcome

Partners recovered 6+ hours per week previously spent on manual coordination. Clients now see real-time project status instead of waiting for weekly email updates. The firm took on 3 additional engagements in the first quarter after launch without adding headcount.

Project Cost

$24,000

Timeline

8 Weeks

Scope

15 screens, 3 integrations, reporting dashboard, role-based access

Key Features

Client dashboard with real-time status
Partner-level reporting
Email & calendar integration
Automated invoicing
Role-based permissions

Client

Jennifer Lawrence, Managing Partner

Elevate Consulting

"Every agency we talked to gave us a different number — anywhere from $30K to $100K for the same project. Trijazel broke it down into clear units: 15 screens, 3 integrations, reporting dashboard. Fixed price of $24K, delivered in 8 weeks. It felt like buying a product off the shelf, not gambling on a software project."

— Jennifer Lawrence, Managing Partner, Elevate Consulting

Project Cost

$18,000

Timeline

6 Weeks

Scope

12 screens, mobile-first design, 2 integrations, GPS tracking, photo capture

Key Features

Mobile technician app
Job scheduling & dispatch
Photo uploads & digital signatures
Real-time GPS tracking
Office admin dashboard
Automated invoicing

Client

Marcus Torres, Operations Director

ServicePro HVAC

Field Services

ServicePro HVAC — Field Service Mobile App

The Problem

ServicePro was running field operations on 3 different spreadsheets and email chains. Technicians called the office to get job details, photos were texted in and manually saved, and invoicing was done at the end of each week from paper notes. The company was about to hire another office coordinator just to manage the paperwork.

The Solution

We built a mobile-first field service application: technicians get their daily schedule, capture photos and signatures on-site, and invoices generate automatically when a job is marked complete. The office dashboard shows every active job in real time with GPS location.

The Outcome

ServicePro eliminated the need for the additional hire (saving ~$45K/year in salary). Invoicing turnaround went from 5–7 days to same-day. Technicians complete 15% more jobs per week because they spend zero time on paperwork. The system paid for itself within the first 5 months.

"We were running our field operations on 3 different spreadsheets and email chains. Getting a quote for custom software felt impossible until Trijazel. They scoped it, priced it at $18K, and delivered in 6 weeks exactly as promised. Now our technicians have a mobile app that actually works. The ROI was immediate — we avoided hiring another office coordinator."

— Marcus Torres, Operations Director, ServicePro HVAC

Healthcare

MedAdmin Solutions — Healthcare Back-Office Portal

The Problem

MedAdmin was coordinating patient scheduling, insurance verification, and provider communication across multiple disconnected systems. Staff spent hours daily re-entering data between platforms, and reporting required manual spreadsheet consolidation every month.

The Solution

We delivered Phase 1: a unified client portal consolidating scheduling, verification workflows, and provider messaging into a single system. Role-based access for administrators, providers, and support staff. Automated reporting that previously took 2 days to compile manually.

The Outcome

Data entry time dropped by 60%. Monthly reporting that took 2 full days now generates automatically. When MedAdmin needed Phase 2 enhancements, we scoped and priced them separately rather than cramming extra features into the original budget — exactly how productized development should work.

Project Cost

$28,000

Timeline

10 Weeks

Scope

20 screens, 4 integrations, HIPAA-compliant architecture, automated reporting

Key Features

Unified scheduling system
Insurance verification workflow
Provider messaging portal
Automated monthly reporting
Role-based access control
HIPAA-compliant data handling

Client

Dr. Priya Patel, CEO

MedAdmin Solutions

"We needed a client portal for our healthcare back-office. Trijazel delivered exactly what they scoped — nothing more, nothing less. The pricing was transparent, the timeline was real, and they stuck to it. When we needed Phase 2, they phased it clearly instead of cramming extra features into the original budget. That's professionalism."

— Dr. Priya Patel, CEO, MedAdmin Solutions

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Case Studies

Elevate Consulting — Client Management Portal

The Problem

The Solution

The Outcome

$24,000

8 Weeks

$18,000

6 Weeks

ServicePro HVAC — Field Service Mobile App

The Problem

The Solution

The Outcome

MedAdmin Solutions — Healthcare Back-Office Portal

The Problem

The Solution

The Outcome

$28,000

10 Weeks

By the Numbers

100%

6-10 wks

$0

5 mo

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