Comind.work
BlueBi
BlueBi logo

Consultant handoff tracking

Business intelligence & analytics

About BlueBi

BlueBi is an Italian provider of business intelligence and advanced analytics solutions with 50+ specialized consultants across multiple office locations.

They deliver customized BI solutions across diverse industries from luxury fashion to life sciences, combining deep expertise with modern analytics platforms.

With €5+ million in annual revenue and partnerships with Microsoft, Qlik, SAS, and other major platforms, they needed better coordination to scale their expertise.

13+ years
Enterprise & mid-market clients
Multiple offices
7 industries
Headquarters: Milano, Italy
Adopted Comind.work in 2014
Challenge illustration

The challenge

Information spread across disconnected systems

BlueBi consultants worked across distributed offices using separate platforms for project management, documentation, and client communication. Information lived in multiple systems.

Handoffs between consultants were hard to track. When one person finished their part, the next person sometimes missed the update. Managers spent time gathering status from different tools.

Client data siloed by office
Handoffs hard to track
No view of open commitments
Time spent gathering updates

The solution

A coordination layer connecting existing tools

Rather than replacing their systems, we built a coordination layer that connects their existing project management, documentation, and communication tools into a single view.

We mapped how client requests actually flow - from initial scope through delivery - and built tracking for each handoff. Consultants can now see all open commitments at a glance.

A shared library of solution patterns gives consultants visibility into what has been built before, so they can build on existing work rather than starting from scratch.

Commitment tracking

Clear view of who owes what to whom - every client request tracked from intake through delivery with expected timelines.

Handoff visibility

Work moving between consultants is tracked so nothing slips through gaps. Managers see status without chasing updates.

Solution pattern library

Searchable library of previous BI solutions so consultants can find and reuse relevant work from other offices.

Business results

The results

Visibility that saves hours every week

Managers now have a consolidated view of all open client commitments without checking multiple systems. Questions that required calls now take seconds to answer.

Consultants spend less time gathering status and more time on client work. Handoffs between team members happen reliably, with clear ownership at each step.

Other teams - sales, training, and account management - saw the improvement and asked for similar coordination systems for their workflows.

Key features that made the difference

Consolidated commitment view

Single dashboard showing all open client requests, who is handling each one, and expected delivery dates across all offices.

Impact:

Reduced project delivery time by 40% through better coordination and knowledge sharing.

Cross-office solution reuse

Searchable library of previous BI implementations allows consultants to find relevant patterns and build on existing work.

Impact:

Reduced duplicate development efforts by 40% through visibility into what had already been built.

Handoff tracking

Each transition between consultants is logged with clear ownership, so work does not get lost at team boundaries.

Impact:

New consultants onboard faster with clear visibility into ongoing projects and established patterns.

"

The biggest change is visibility. I can see all open client commitments without checking three different systems. My mornings used to be spent gathering updates - now I just open the dashboard.

"

— Andrea Astolfi

Co-owner, BlueBi