"We are seeing more and more benefits and efficiencies as we learn what the system can do and as we gain buy-in from employees."

Alex Orlando, CFO, Eagle Productivity Solutions, Eagle Productivity Solutions

Eagle Productivity Solutions is a veteran-owned business incorporated in 1988 with offices in the United States, the U.K., and Spain. Clients include 18 of the top 20 pharma companies in the world. They’ve managed successful deployments of every major hardware and software platform and trained users in more than 40 countries, in more than 20 languages, using every delivery method including virtual training. Plus, they’re the only company to offer end-to-end services—from work-process consulting to curriculum design to end-user delivery via every available delivery medium.

Products in Use: FinancialForce Accounting; FinancialForce Billing; FinancialForce PSA

Company size: Medium

Previous system: QuickBooks

Location: New York, New York, US

Industry: Business Services

Business Issues

  • Disjointed systems meant they could only track sales activity manually; sales forecasting for production and delivery was over- complicated
  • Project tracking system didn’t integrate with other systems making it hard to schedule projects and resources
  • Unable to link project information to financials making reporting processes labor intensive
  • Project management required multiple data entry into spreadsheets and project system which proved inefficient and time consuming
  • No visibility into project budget against projects milestones
  • Fixed price projects often incurred unseen costs

FinancialForce SRP has been important in allowing us to grow globally over the last few years.

Alex Orlando, CFO, Eagle Productivity Solutions, Eagle Productivity Solutions

Benefits & Results

  • Sales, quote and production integration empowers managers to plan project demand better
  • Visibility into sales funnel means they can plan for likely probabilities
  • Department is handling more projects with the same headcount
  • Able to identify issues quickly and take action before projects get off track thanks to detailed “Red flag reports” customized by them
  • Management reports can now be produced so they can see where margins are and where spending money
  • Variance reports are empowering managers to react and make changes quickly where they see an issue
  • Able to put better, more efficient processes in place with stricter controls
  • Leveraging single point of data entry keeping teams efficient
  • Business now has the tools to expand globally
  • Consultants can access quotes remotely and work from customer sites anywhere in the world
  • Integration ensures that information input at the front end impacts other staff functions keeping everyone on the same page and focused on their tasks
  • Reduced reliance on emails thanks to centralized system with self-service to project information and email alerts

Through the reporting functionality and real- time project data we have a full understanding of project health for the first time.

Alex Orlando, CFO, Eagle Productivity Solutions, Eagle Productivity Solutions


  • Month end closing process now reduced by nearly 40%; allowing them to do the same volume with 1 less person