Automation Suited to a Modern-day Sterling Cooper

Our client, a leading professional services organization, has been in business for over 20 years providing consulting and professional services to a range of Fortune 500 and technology startup clients. Their mission is to provide premier business, management and technology consulting to clients with world-class skill and the personal touch of a local firm.


Model and Automate

Construct the Model

Before any technical implementation, Mercury professionals analyzed existing business processes, rationalized overlap, bridged the differences between lines of businesses and formulated an updated business process. The new uniform invoice cycle is composed of six specific phases: Fiduciary Review, Budget Watch, Invoice Creation, Invoice Review and Distribute & Collect.

Implement Automation

With the new six-phase invoice cycle and associated business rules ironed out, Mercury commenced automation utilizing the Microsoft Power Platform. Mercury utilized Microsoft Lists for business data storage and a combination of Power Automate and Power Apps for business flow automation and to power all messaging, enforce order of operations and apply business logic.

Surface the Process for Collaboration

Our client utilizes Microsoft Teams to streamline their internal collaboration and knit together their professionals, line staff and partners, making it a natural fit for new process notifications and communication. Power Automate connectors power targeted notifications to all stakeholders who can also punch into the communication thread to cover special topics without the need for synchronous meetings.

Execute Integration

Firm consultants track their client service work in a time entry system backed by SQL Server; those details form the basis of each invoice. Mercury implemented Power Automate connectors to SQL Server and QuickBooks Online to marshal each client’s consumption data, apply business rules and push the resulting invoice content and data to the firm’s financial management system.


final product

Built Using

“You want support from partners who are agile, insightful, and savvy. That’s what we get with Mercury. As a result, we lean on them heavily, whenever possible.”
Terrence Gee
Chief Information Officer

Built Using

“MercuryWorks has been a delight to work with. We knew going into this that some sort of technology automation would be key, but we didn’t even contemplate the process review and rationalizing that we needed. We are nothing less than amazed at the improvement to our flow of business!”
Client CFO


35% reduction in professional time spent on monthly invoicing


2-day reduction in time to close the books – invoicing now starts and finishes in one day


30% reduction in the volume of post-invoice client questions


15% reduction in the number of post-issuance invoice changes