Suncorp Valuations modernized its financial operations by replacing fragmented, manual processes with a single, connected platform – giving finance and leadership real-time visibility across hundreds of fixed-fee engagements while reducing close time and administrative effort.
Operating under fixed-fee models, Suncorp Valuations depends on timely, accurate financial insight to protect margins and manage delivery at scale. However, disconnected systems and manual workflows made it difficult for a lean finance team to keep pace with the organization’s growth. Key challenges included:
- Fragmented, on‑premise systems for time, expenses, invoicing, and reporting
- Desktop-only time entry and spreadsheet-based expense submissions
- Inconsistent approval processes and limited governance
- Significant manual reconciliation across more than 100 employees
- Month-end close extending beyond three weeks, delaying KPI reporting into the following month
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With Upland PSA, Suncorp Valuations moved from reactive reporting to proactive, data-driven management – gaining the control and real-time visibility needed to confidently manage fixed-fee work as delivery complexity increased. The result is a more efficient, scalable finance operation that supports better decision-making as the business grows.
Download the full case study to see how Suncorp Valuations reduced close time, lowered finance effort, and built a stronger foundation for growth.
As leadership received utilization and margin data, opportunities to course-correct had often already passed – forcing reactive decision-making.
By implementing Upland PSA as a single source of truth for time, expense, invoicing, and analytics, Suncorp Valuations dramatically reduced manual effort and accelerated financial visibility across the business. Measurable outcomes included:
- Approximately 70% reduction in month-end close time
- Roughly 60% less manual finance effort through automation and real-time validation
- KPI reporting available within days instead of weeks
- An estimated two full-time equivalents saved per month, enabling scale without added headcount
- Real-time visibility into utilization, margins, and performance across hundreds of concurrent engagements
