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Esker provides end-to-end document automation solutions - on-premise and on-demand - to companies of all sizes, focusing on a document process automation solutions suite that addresses companies in their entirety to achieve business agility and operational efficiency.

Products in Use: FinancialForce PSA

Company size: Small

Previous system: QuickArrow

Location: Madison, Wisconsin, US

Industry: Software/SaaS/Web Development

We can now easily dig into information to see, for example, where time is being used and can find information much quicker enabling us to plan projects by priority.

Ben Braun, Director US professional Services

Business Issues

  • Painful time entry and reporting with QuickArrow meant only basic functionality
  • No way of easily digging into detailed information
  • Lack of project visibility

Benefits & Results

  • Drill down easily into project details e.g. budget vs. actual; what is opportunity worth; % spend against budget
  • Prioritization of projects made easy with new ranking system
  • Better accountability and time usage analysis through tracking of baseline go live dates against actual go live dates
  • Incentive program introduced based on utilization
  • Time and expense entry down from 7 clicks to less than 3
  • Single click view to access opportunity data, which used to require multiple data entry
  • Improved communication with Chief Operating Officer
  • Best practices being shared across global subsidiaries adding up to significant time savings
  • Ability to see actual vs. planned utilization and projects by priority means can change resources to meet needs of high priority projects so less projects are falling behind