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.
200k+ candidate profiles managed with automation
60% reduced manual effort
Orlando, United States
Staffing & Recruiting
March 2022 to July 2024
Services Used
“ 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.”
COO, Source 2
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.
Code District developed Acumen, a centralized and scalable web platform tailored to Source2’s needs
Get the full case studyAcumen 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.
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.
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.
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.
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.
COO, Source 2
Acumen transformed Source2’s operations, eliminating inefficiencies and preparing them for scalable growth:
Download the complete case study below.
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