The problem
Managers at the firm could not see who was billable without building reports by hand, and approvals, staffing and resource planning were not in one place.
What we did
- Moved the firm’s approvals into one system.
- Brought staffing and resource allocation into the same system.
- Connected billable time to the same data.
- Replaced hand-built reports with reporting from that data.
Business value
- Managers see who is billable without building reports by hand.
- Approvals, staffing and resource planning are tracked in one system.
- Less time spent on reporting, and billable time is easier to plan around.