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.
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
Testimonial_
Jason Miller
COO, Source 2
Solution _
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.
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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.
Patrick McGuire
Director IT
Recognitions & Credentials _