
The Client
A highly respected security agency providing comprehensive physical security, remote camera monitoring, and manned guarding services. They partnered with us to establish a commanding digital presence that instills trust, seamlessly integrated with a bespoke internal CRM system to modernize their complex operations.
The Challenge
A prominent security agency needed a system to run their complex physical operations. Tracking guard shifts, monitoring physical camera locations, and managing payroll and invoicing across multiple partner contracts were happening in disjointed systems and spreadsheets.
The agency's rapid growth meant standard CRMs couldn't handle their logistical nuance. Managing where cameras were installed across client sites, assigning guards to specific shift hours, ensuring they were paid correctly, and reconciling this with client invoices took immense manual effort and was prone to costly errors.
Key Issues
- Standard CRMs could not handle logistical nuance — camera locations, guard assignments, partner contracts
- Manual reconciliation of shift hours, payroll, and client invoices prone to errors
- Disjointed systems and spreadsheets slowed operations as the agency scaled
The Solution
Operational CRM
Built a fully custom backend to track physical client locations, mapping exactly where cameras are installed and the status of specific partner contracts.
Workforce Management
Integrated staff scheduling modules that log shift hours, track guard assignments securely, and calculate corresponding payroll metrics.
Automated Financials
Connected shift completion data directly to invoicing to ensure clients are billed accurately without manual data entry.
Implementation
Comprehensive website and custom CRM built from scratch. Integrated with existing shift and contract data. Deployed in 90 days with full team training.
Results at a glance
60% less admin time, 18% operations revenue increase
Impact
Admin time cut by 60% through automated payroll calculation and invoice generation from shift data.
18% operations revenue increase from accurate billing and reduced revenue leakage.
25+ hours per week saved across operations and finance — redeployed to growth and client service.
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