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"With FinancialForce ERP, we can be nimble and operate from one system that will grow with us, and actually help us exceed our customers’ expectations."

Troy Christensen, CEO, Otis Institute

The Otis Institute is a San Francisco Bay Area based office of talented engineering and management consulting specialists focused on providing integrated environmental, health and safety (EHS) services. Serving a broad range of clients throughout the private and public sectors, the Otis Institute is committed to analyzing and defining a client’s current strategic objectives while assisting in the development of actions plans to resolve their most demanding human health and environmental issues.

Products in Use: FinancialForce Accounting; FinancialForce PSA

Company size: Small

Previous system: QuickBooks

Location: San Francisco, California, US

Industry: Professional Services

Business Issues

  • Without an integrated CRM, project management and accounting system, teams were left to enter the same information three or four times in multiple places
  • No integration also meant no visibility across financials, projects, and pipeline which was inhibiting growth strategy and ability to make smart, swift decisions
  • Both QuickBooks and Proworkflow did not have the functionality to support the company’s large scale contract
  • There was no way to generate reports that gave a view into whole project picture
  • Teams had to learn multiple systems instead of one centralized one

Benefits & Results

  • Single system for accounting, services and sales makes it easy for company to grow and make smarter business decisions
  • Now that they can better track resource need, skill sets and pipeline, utilization numbers are up and bench time down whether that’s in a week or one month down the road
  • Easy access to information has improved customer service, financials and project management for everyone involved
  • Detailed reports/dashboards provide accurate data when the team needs it and they can communicate real-time information back to the clients
  • Financial tracking helps group better manage cash flow and profit margins so there can be quick adjustments and no more surprises
  • Timekeeping now more efficient and more easily tracked to appropriate project
  • Built-in processes makes auditing processes seamless and easy
  • Salesforce integration means they can now book projects against deals in the pipeline giving more accurate data
  • Having an integrated system eliminated entering data in multiple places reducing data entry by 65-70%