Achieving a 15% Increase in On-Budget and On-Schedule Completion with Birdview PSA

Solution

BoomData evaluated over 10 systems before choosing Birdview PSA as their go-to project management solution. As a growing business in a competitive marketplace, BoomData wanted to present a more organized, structured, and professional approach to managing projects. Their goal was to allocate and track time at a detailed task level and identify potential project issues early on rather than toward the end of the project. The team also aimed to improve their customer satisfaction, project delivery times, and budgeting and to analyze utilization, project profitability, project revenue, customer revenue, customer profitability, and consultant revenue and profitability. After Birdview PSA was fully implemented, BoomData was able to see significant improvements to its business processes.

• Project Tracking

  Before Birdview, time tracking and project management information were scattered across multiple systems, making it challenging to consolidate data. Now, the team can easily keep track of client work, consultant duties, and overall project status, making billing and progress tracking effortless. Birdview's ability to maintain detailed tasks and notes provides a comprehensive audit trail. This feature has been instrumental in ensuring effective client communication, record-keeping, and issue resolution. The team uses Activity Center to manage day-to-day tasks and projects. The tool also allows to create multiple-level tasks, a feature that, according to BoomData, many other systems lack.

• Business Intelligence

  The integration between Birdview PSA and Power BI empowered BoomData to leverage its existing data analytics skills and generate custom reports. They can now access project information within Birdview PSA, extracting data for in-depth analysis and creating reports for internal and external stakeholders. This flexibility and self-service reporting capability enhance their overall project insights and decision-making.

• A Single Source of Truth

  With BoomData’s consultants using one system to manage projects, record daily tasks, and track time, Birdview has instilled greater discipline and structure in their project approach. This real-time visibility allows the team to address any issues quickly and makes for more efficient project management. Birdview PSA unified all project-related activities, including project planning, time tracking, and reporting, into a single platform. This also eliminated the need for multiple systems and improved data accuracy and accessibility. Now, the entire team has real-time visibility into project progress, enhancing collaboration and decision-making.

• Time Tracking

  Birdview PSA's detailed task and time tracking capabilities provided BoomData with the granularity they desired. Consultants can record their time spent on each task, enabling accurate project tracking and resource management. This approach promotes accountability, efficiency, and more accurate project planning, ensuring tasks are completed within time and budget constraints.

• Guest Portal

  With Birdview’s guest portal, BoomData provides clients access to project information, fostering transparency and collaboration. Clients can track project progress, view task lists, and monitor time spent on each activity. This real-time visibility improves client satisfaction, helps to identify issues early, and facilitates proactive communication.