On-Demand Engineers Delivered a Robust Recruitment Application for Source2

Source2, a recruitment firm serving private equity, venture capital, and mid-market industries, built its reputation on delivering exceptional talent acquisition services. However, their reliance on Google Sheets for managing contracts, billing, and candidate tracking created inefficiencies and errors that hindered growth.

  • March 2022 to July 2024
  • Orlando, United States
  • Staffing & Recruiting
  • 200k+

    candidate profiles managed with automation

  • 60%

    reduced manual effort

Process Automation Application Development
Application Development Digital Transformation
Digital Transformation User Experience and Design
User Experience and Design DevOps
DevOps Support and Maintenance
Support and Maintenance Process Automation

“Code District knows and understands our business. Our teams have developed high-level of mutual trust and respect for one another. They have done a good job at being responsive and providing great support now that we’ve got users living and working in the system day in and day out.”

Jason Miller

Testimonial_

Jason Miller

COO, Source 2

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The Challenge

Source2’s spreadsheet-based processes led to fragmented data, synchronization errors, and limited security. Complex billing rules were managed manually, increasing errors and delays. Executives lacked real-time insights, recruiters faced inefficiencies, and scaling operations became unmanageable. It was clear Source2 needed a centralized, automated solution to streamline operations.

Solution _

Our Solution

Code District developed Acumen, a centralized and scalable web platform tailored to Source2’s needs

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[1]

User-Defined Fields (UDFs)

Acumen introduced User-Defined Fields (UDFs), enabling recruiters to create custom fields without technical support. Dropdowns, text inputs, and radio buttons could be added or removed as needed, adapting the platform for any client or job requirement.

[2]

Automated Billing

Managing client-specific billing rules—including upfront fees, discounts, installment schedules, and recruiter commissions—was no longer a hassle. The entire billing process was automated. Recurring payments were scheduled automatically, custom discounts were applied seamlessly, and recruiter commissions were calculated without manual intervention.

[3]

Real-Time Dashboards and Data Exporting

We provided real-time dashboards integrated with Tableau, allowing executives to monitor live updates on recruitment progress, billing, and team performance. The system also streamlined data exporting with a queue-based process, ensuring large reports could be generated without affecting day-to-day workflows.

[4]

Centralized Data Management

All the data was centralized into a unified system, creating a master database that ensured updates were reflected across the platform in real-time. A secondary (slave) database handled reporting tasks to maintain high performance for live operations. To further enhance accuracy, we implemented data validation checks, ensuring all entries adhered to consistent formats.

[5]

Simplified Invoicing

We streamlined invoice generation with automation. Users could create invoices with just a few clicks, export them in PDF or Excel formats, and even trigger recruiter commission calculations once payments were confirmed.

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The Results

Acumen transformed Source2’s operations, eliminating inefficiencies and preparing them for scalable growth:
  • Streamlined billing processes with automation, reducing errors and manual effort.
  • Enhanced decision-making through real-time dashboards for performance tracking.
  • Improved collaboration across teams with a unified system integrating tools.
  • Provided recruiters flexibility to customize workflows for client-specific needs.
  • Positioned Source2 for scalable growth with a modernized platform.

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Words from our customers

  • Not only super talented, they are also a fun group of people to work with as well. They helped us with ideation, implementation, support and beyond.

    Patrick Mcguire

    Patrick Mcguire

    Director IT, Barrett Values Centre

  • Dependable and Reliable. I have total confidence that whatever we're working on - you guys (team Code District) will be able to pull it off very smoothly.

    Sir Darryl Roundtree

    Sir Darryl Roundtree

    President & Founder, ZipShip

  • Dependable and Reliable. I have total confidence that whatever we're working on - team Code District will be able to pull it off very smoothly.

    Jayson Miller

    Jayson Miller

    Chief Operating Officer, Source 2

  • One of the things that I really appreciate about Code District is that they work with you front stage in discovery sessions to help understand your needs and your requirements.

    Andrea Ippolito

    Andrea Ippolito

    CEO & Founder, Simplifed

  • Code District's agility and ability to respond quickly to our requests are among their biggest strengths. They delivered what they committed.

    Robert Kleinschmidt

    Robert Kleinschmidt

    Technology Consultant

  • They followed through on every single thing that they said they would, which made our working experience all the more seamless.

    Abby Tannenbaum

    Abby Tannenbaum

    Global Chief People Officer & Chief of Staff, COO

  • The team at CD epitomizes thoroughness and critical thinking in everything that they do which ultimately reflects in the work they do.

    Aaron Kassaw

    Aaron Kassaw

    Software Engineer, Advantage Controls

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We were live and our platform was having difficulty supporting a simultaneous number of users. They saved the day with their solid grip on architecture level solutions.
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Recognitions & Credentials _

  • Financial Times
  • ISO 27001 certified
  • Featured in Forbes
  • Inc. 5000 honoree