OneBridge Advisors, a young consulting group, found itself bogged down by manual processes. They were using basic tools like Google Sheets for data management, leading to a frustratingly inefficient workflow. Pulling together information and generating reports became a tedious chore, hindering productivity and causing their operations manager immense frustration. This lack of a proper software solution was hindering their growth and efficiency, demanding a better answer.

CommonThread streamlined their once clunky, manual processes into a seamlessly connected system. Instead of manual spreadsheets, OneBridge Advisors is now able to quickly connect various data points, eliminating the need for tedious searches and manual reporting for finance and commissions. CommonThread also improved collaboration among the OneBridge Advisors team, facilitating seamless communication and data sharing. This translated to significantly increased efficiency, freeing up valuable time for Dean’s team to focus on more strategic big-picture tasks. By providing expert support and a smooth implementation, IdeaWeavers delivered more than just software they created a partnership built on trust and care.