Vantage Partners grows their business by automating timesheets and customer invoicing.
Vantage Partners wanted more visibility into project planned versus actual costs, while also doing a better job of managing their resource team.
Automating and centralizing timesheets and resource management helped Vantage Partners overcome a single point of failure, and put them on the path for data-driven insights.
To be able to properly fulfill her role of managing the multiple projects of her client, ensure accurate invoicing, and get earlier insight into the monthly budget, new Client and Data Administrator at Vantage Partners, Allie Bohr, had built a sophisticated tracking tool in spreadsheet software. Her multiple tabs, per project and overall, showed hours worked; hours billed; which resources were working on what projects and what aspects; who was available; and who wasn’t, either because they were already on a project, or because they had time off. Multiple sub-tabs enabled reporting to stakeholders and, subsequently, analysis. To collect the input data, each week, 25 consultants sent her spreadsheet timesheets by email, which Allie manually entered into her main table, spending a full 60% of her time collating, chasing and invoicing.
Allie’s impressive solution worked. It worked so well, she had become indispensable. No-one else knew the process, and there was no progress during her vacation. Even billing was put on pause, making the lead-up to her time off one of her most stressful periods, as she scrambled to prepare as much as possible ahead of time.
An automated solution to manage this client’s business was clearly necessary. Allie needed to be able to efficiently manage and incorporate time, including leave accruals and requests, and to be able to track adjustments. However, as she and her colleague researched potential solutions, they soon realized there were benefits for the whole company. Their specification list added Salesforce integration, resource management, tracking and predictive analysis allowing for more diverse reporting, to the initial time management. Their aim was to leave room for growth.
“Upland PSA is a very flexible and scalable solution that not only meets our needs now, but will continue to be valuable as we grow our business.”
– Allie Bohr, Client and Data Administrator, Vantage Partners
“Upland PSA has given us an opportunity to optimize how we manage our resources, helping us hire and retain good people and ensure profitability.”
– Vivian Wexler, Director of Talent Management, Vantage Partners
Upland PSA– end-to-end flexibility
Vantage Partners eventually settled on Upland PSA for its flexibility, its end-to-end offering which gives them unprecedented detail, its data migration service, and its potential to scale into something else.
Where other systems had fixed parameters, multiple conditions and contingencies, all requiring workarounds for adjustments, Upland PSA does not. Its fields and workflows can be configured to the precise requirements of your business. “We could make it do what we needed to, rather than us adapting to it,” said Allie Bohr. Additionally, Upland PSA has maximum flexibility to create, update and maintain those fields and workflows as your business evolves.
This was particularly appreciated in the roll-out across the entire company. While Allie’s key account requires a lot of depth of data, other clients are simpler to manage and the company has been able to keep the flexibility in processes they had before Upland PSA, but still get good data they can use.
The solution that met their needs for managing 200 projects annually comprised Upland PSA Time and Expense, which captures consultants’ hours easily and efficiently. A customized report extracts all the information they need, including billed and adjusted time, Resource Management and Scheduling enables the company to better allocate consultants to projects – taking into account their availability, but also ensuring they get the mix of work that benefits them – and to plan and budget both on a project level and company-wide. Upland PSA Project Financials helps them track and report on time and costs.
Benefits – greater efficiency and data insights
Whereas Allie managed time data for 25 consultants a week previously, she now has responsibility across the company, for 55-60 people. But it takes her only 10% of her time. Invoices, which previously could only be raised a week after the end of the period, can now be issued in half that time. And that’s a total gain of 83%.
These radical improvements in efficiency are enabling her to devote more time to value-added work, developing company-wide reporting for all clients, and to provide better visibility for decision-makers within the company.
Upland PSA’s reporting capabilities are also being used by the newly hired Talent Development Manager, Lisa Connolly, to drive better employee engagement and work satisfaction. She is able to schedule resources better, according to their availability, and create a positive feedback loop by sharing project and client KPIs with consultants, improving their knowledge and ability to intervene.
Additionally, Vantage Partners has acquired a taste of what is possible. With Upland PSA, they can dive deeper into their existing processes and fix other goals for improvement, with the aim of being even more effective and efficient. Upland PSA’s integration with Salesforce, for example, will allow them to go beyond their current resource allocation capabilities to improve prediction and maneuvering.
“With Upland PSA, we can now measure planned versus actual with much greater accuracy. Over time, we can expect to understand exactly what is happening on the ground in our projects, as well as conversion rates and profitability.”
– Vivian Wexler, Director of Talent Management, Vantage Partners
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