Case Study: PHM Management

Grand hotel lobby

Custom-developed matching system decreases executive decision time.

PHM Management logo with tagline Experience. Service. Results.

PHM Management is a hospitality and consulting firm in Dallas, Texas that provides customized solutions for management companies and independent hotel owners. PHM places experienced consultants in hotels and other hospitality businesses to boost operational efficiency and develop new business.

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An integral part of PHM’s workflow involves matching consultants to opportunities proposed by clients. Prior to the initiation of this project, PHM Management stored their opportunity and solutions information in disparate databases, resulting in a time intensive process of cross-checking qualifications before placing a consultant in an opportunity. In particular, President Katie Schorn spent the majority her day attempting to manually find a candidate to fill every client opportunity.


Utilizing the Skuid no-code platform, Rosetree Solutions’ consultants built a pipeline on the Salesforce platform for entering applicant details and qualifications for the consulting roles at PHM so that this data could be sorted, filtered, and searched. Rosetree also built a custom matching application to speed up the business process. With both the solution and opportunity data linked in Salesforce, the application finds qualified consultants for any given opportunity data point, allowing for a shortened executive decision period that does not require manually searching through data. 


Rosetree’s solution facilitated operational efficiency at PHM Management. The consultant and opportunity matching process was a frequent 30-minute engagement for the Chief Operating Officer. The integrated application that Rosetree built with Skuid, however, reduced the essential process to 5 minutes.

Also providing reports for matched candidates, Salesforce efficiently supports both the current business process and future growth.

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