How a Creative Mission-Driven Firm Replaced Spreadsheets with a Simple, Sustainable Client System

A case study in scattered spreadsheets to a clear, manageable client workflow.

McNeil Creative Enterprise (MCE), an arts and culture consulting firm, was managing leads and client information across spreadsheets and manual processes. Anchored Business Strategies helped MCE select and implement Dubsado, creating a centralized client management system that streamlined lead tracking, automated project setup, improved pipeline visibility, and gave the team a sustainable system they could confidently manage as the business grows.