Toptal increases forecasting accuracy by 30%, time-to-match by 70% for financial consulting firm.
A financial consulting firm turned to Toptal to replace a fragmented, spreadsheet-based system with a scalable sourcing solution that would modernize expert tracking and enable proactive project planning.
Client
A US-based financial consulting firm delivering expert sourcing and project insights to investment clients.
Industry
Financial ServicesDelivered Services
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Schedule a CallChallenge
The client lacked a centralized platform for managing expert data, which led to inefficiencies, stale insights, and difficulty forecasting resource needs and aligning staffing with project timelines.
Solution
Unified Sourcing Tracker
Toptal developed a centralized sourcing tracker to replace manual workflows, enabling real-time expert availability, advanced filtering, and automated profile management to streamline project matching.
Segmented Data Architecture
Toptal redesigned the database schema around skill-based segments and built dynamic dashboards that visualized expert availability and trends in real time to support accurate project planning.
Outcome
Operational Time Savings
Automating talent sourcing workflows reduced time-to-match by more than 70% and decreased weekly staffing planning sessions from hours to under 20 minutes.
Smarter Forecasting Capabilities
With forecasting accuracy improved by 30%, the firm gained confidence in anticipating expert needs, optimizing resource use, and scaling operations without compromising speed or clarity.
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