
Automated Revenue Forecasting & Profit Management with Project Pulse
The Challenge
- Executives were spending 60 – 70 hours monthly building manual revenue forecasts in Excel spreadsheets
- Information was siloed and scattered across individual desktops, resulting in knowledge gaps and ineffective communication between teams
- Management had no visibility into resource utilization, leading to overscheduling, project delays and customer dissatisfaction
The Solution
- Deployed native project management app in service delivery org
- Provided automated revenue calculations and forecasting
- Surfaced key project indicators, enabling executive visibility across all projects, on-demand and on-the-go
- Developed highly intuitive resource demand and utilization views with heat maps by role and individual
The Results
- Time savings of 40-60% spent on forecasting and project planning
- Entire delivery organization is running more efficiently
- Management has freedom to focus on key operational metrics and customer relationships
- Resource bench time dramatically reduced with maximum utilization
- Fewer instances of billing errors, resource overscheduling, and project delays