From Chaos to Clarity. From Surviving to Growing.
The founder started this Wisconsin agency because she watched her grandmother receive inconsistent home care and knew she could do better. Eight years later, she had 85 caregivers across three Wisconsin counties. The care was excellent. The business side was killing her.
She had a scheduling tool for shifts, a separate CRM that nobody really used, QuickBooks for billing, and a shared Google Drive full of care checklists her team mostly forgot to open. Every Monday started the same way — an hour reconciling timesheets against schedules, then another hour chasing down who forgot to clock in.
By Tuesday, she'd inevitably discover that a hospital referral from two weeks ago had gone cold because nobody followed up. By Friday, she was manually entering hours into invoices — work that felt like it should be done by a system, not the person who founded the company.
"I remember thinking: I didn't start this business to be a data entry clerk at 11 PM on a Friday."
Within six weeks of switching to OneHermes, Their team had one login instead of four. When a caregiver called out at 6 AM, the system auto-identified replacements and sent shift offers — the gap was usually filled before she finished her coffee. Timesheets synced directly to invoicing with zero re-entry.
Her sales coordinator could finally see every lead in one pipeline, send a professional digital quote with their full service catalog, and get a contract e-signed — all without leaving the platform. The referral that would have gone cold? Now it was a signed client by lunch.
But the moment that changed everything wasn't a feature — it was a feeling. AQUAN AI flagged that a long-time client's service hours had been declining for two weeks. Classic churn signal. She reached out proactively, did a care plan review, and saved a $36K annual account she would have lost.
"The first Sunday I didn't work, I sat on my porch with coffee and just... sat there. I forgot what that felt like."