An Enterprise Assessment Built To Scale

"It's changed the trajectory of where we can go. It's changed how nimble we can be. And it's changed the quality of the deliverables that we can give to our clients."

Jenifer Namestka, CEO, Avo Solutions, Inc

The Story

Avo Solutions, Inc's Risk and Readiness Assessment is the cornerstone of how the firm engages with new enterprise clients. It's the moment a prospect goes from interested to this firm understands us, a sophisticated, deeply personalized product that earns Avo the trust of the organizations they want to work with.

That sophistication had always lived inside the product. Avo had built something genuinely special, an assessment that handles multiple companies at once, branches based on respondent role and position, and produces personalized reports that speak directly to each company's situation. The opportunity was matching that sophistication on the delivery side, turning a product that consultants personally crafted for each engagement into one that could run with the same care across many clients at once, with a clean audit trail every enterprise buyer expects.

For a product sold to enterprise clients, two things mattered most: scaling without losing quality, and reliability that holds the same way every single time, no matter how many submissions come in or who triggers them.

What We Built Together

The intellectual property behind the Risk and Readiness Assessment, the methodology, the scoring logic, and the way insight is built from the data that is Avo's. What Proprium built was the automation engine that delivers it at enterprise scale.

We built an enterprise-grade automation that turns the Risk and Readiness Assessment into a self-running product. A submission flows through role-based logic, generates a personalized, professionally formatted document, delivers it to the recipient, and lands the full audit trail back in Avo's CRM, all in a single orchestrated chain.

Most importantly, the system was designed to scale. Adding a new client company doesn't require a rebuild; it's a configuration change. The architecture handles the rest. Avo can take the Risk and Readiness Assessment to as many enterprise clients as they want, and the system holds.

It was built to belong to Avo. Documentation and a handover were included so the team can extend it to new client companies independently, without needing Proprium in the loop for every addition.

Before

A sophisticated enterprise product that Avo's senior team personally shaped for every engagement. The quality was high, the product was respected, and the opportunity was clear: deliver the same craftsmanship at the pace Avo wanted to grow at, while freeing the team to focus on the consulting work the assessment leads to.

After

Every submission produces a professional, personalized document with the same quality every time. The full audit trail lands in the CRM automatically. Avo can show exactly what was sent to whom and when. Adding a new client company is a configuration change, not a development project. Data delivery time cut by 73%.

The Outcome

The Risk and Readiness Assessment became a real product instead of a labor-intensive deliverable. Avo can now bring it to enterprise clients at the pace they want to grow at, every submission a professional, audited, personalized piece of work, delivered in a fraction of the time.

The architecture also proved its quality later: when Avo consolidated their operations onto SmartSuite as their core platform, the assessment workflow was migrated across without rebuilding the logic. The engine stayed the same, only the destination changed. That kind of durability is what enterprise-grade infrastructure looks like.