The challenge
Talent Mayor runs a marketing agency business where the project pipeline and the invoicing behind delivered work sat in different tools. Billing lagged the work, and pipeline visibility was patchy.
Invoicing depended on manual reconciliation against delivered work, and the team lacked a shared live view. The business needed the marketing lifecycle on one system.
What we did
Kaido connected the marketing lifecycle from pipeline to paid invoice.
- One system across project pipeline, delivery and client billing
- Automated invoicing tied to delivered projects, removing manual chasing
- Live pipeline visibility for the whole team
- Validated migration and role-based training across delivery and finance
Better project pipeline visibility and automated project billing on one system.
From pipeline to paid invoice, it is finally one flow.Talent Mayor
Why it worked
The outcome came from the discipline every Kaido engagement runs on. Scope and price were fixed and signed at the blueprint gate, so there were no surprises. Data migration was validated and reconciled before go-live rather than hoped to be right. Training was role-based and repeated until the system stuck with the team on the ground, not just in a manual. And the senior consultant who scoped the project is the one who delivered it, so nothing was lost in a handoff.
Talent Mayor has stayed on a Kaido 24/7 AMC support arrangement since go-live, so the system keeps pace with the business instead of drifting back toward spreadsheets.
Different industry, same leak.
See what this would look like in your operation. A 30-minute audit with a senior consultant, findings yours to keep.
Book a 30-minute discovery call →