Mid-sized IT services and software firm managing distributed delivery and support teams.
IT Consulting and Professional Services using project-based and retainer engagement models.
Custom software development, ERP implementation, and technical consulting services.
Replace disconnected tools with a centralized ERP to manage the entire project lifecycle.
Projects and billing lived in separate apps, requiring hours of manual reconciliation
No real-time way to see if a project was profitable or draining resources
High manual work dependency for timesheet approvals led to frequent invoicing delays
Difficulty allocating talent across multiple projects without a central planning view
Slow billing cycles delayed revenue recognition and impacted company cash flow
Over-reliance on spreadsheets led to inconsistent reporting and frequent operational errors
Integrated CRM, Sales, Project, Timesheets, and Accounting into one seamless transaction flow
Configured automated rules for Time & Material, Fixed Cost, and Milestones
Streamlined capture and validation to ensure billable time is recorded
Enabled a visual map of team capacity to prevent burnout and optimize staffing
Customized real-time dashboards for margins and revenue forecasting
Mapped employee expenses directly to projects for accurate client rebilling
Granular tracking of tasks to ensure 100% billable accuracy
Streamlined handoff from sales to delivery with inherited contract terms
Automated financial postings and project-linked expense tracking
Visual heat maps for smarter team allocation across global offices
Tailored dashboards for project margins and billable utilization
Cloud-hosted Odoo with robust, role-based permissions for finance and delivery
Every department now operates from a single, accurate source of truth
Automated workflows cut billing time by 40-50% for faster cash flow
Leadership gains real-time visibility into margins at both task and project levels
Live dashboards improved billable utilization tracking and smarter resource allocation
Automation reduced manual accounting mistakes and stopped revenue leakage
Total visibility into the project lifecycle from lead to final invoice
Improved management of timelines through real-time workload data
Better revenue recognition and cash flow with automated billing
Enhanced credibility through accurate, timely, and professional invoicing
A platform built to support future multi-country and multi-team expansion
Elimination of redundant spreadsheets and high-maintenance siloed tools
You’re one step away from building great software. This case study will help you learn more about how Simform helps successful companies extend their tech teams.
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You’re one step away from building great software. This case study will help you learn more about how Simform helps successful companies extend their tech teams.
