Case I3 Groep

FinancialForce Professional Services Automation

Challenge

I3 Groep needed a new system to manage their projects and to log their timecards, integrated with Salesforce to track the full profitability of opportunities.

  • 2 different tools were used by the consultants to log the time worked on a project and to manage the projects. To get one final report it took a lot of time to collect all the data.
  • I3 Groep needed an overview on absences, overtime and the project planning for their consultants to be able to plan their resources most effectively on projects.
  • The implementation had to be done in 8 days, since the subscriptions to the other systems were already cancelled.

 

Solution

Cloudteam company implemented FinancialForce Professional Services Automation to integrate the sales processes with the project management processes on one single platform.

  • Rapid implementation method to have a minimum impact on day to day operations
  • We set up different Clicklink processes to customize the standard FinancialForce availability planners in order for I3 Groep Project Managers to also take into account overtime and absences.

 

Results

Together I3 Groep and Cloudteam company were able to implement FinancialForce PSA within 8 days of implementation!

  • i3 has now full insight on opportunities and the related projects. I3 is therefore able to compare the estimated revenue and the actual revenue.
  • By using one tool for project planning and logging time and expenses, i3 groep now has a clear overview on real time budget information and is able to identify issues and correct them before the project goes over budget.

Iris Hartendorp


FinancialForce Expert

“The PSA implementation for i3 groep started off as a great challenge, because of the very short and strict go-live date. However, we managed to implement not only the standard PSA module from FinancialForce but also very specific and customized processes to register overtime and different bill rates applied to overtime before the deadline, by working closely together with the project team of i3 groep.”

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