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How Eneon ES reduced project planning time by 50% with Birdview

Challenges

Before implementing Birdview, Eneon managed projects primarily through spreadsheets and manually maintained schedules. With approximately 20-25 active projects running simultaneously, keeping information accurate and accessible became increasingly difficult.

Disconnected project schedules

  • Project information was scattered across multiple spreadsheets, folders, and versions of the project schedule. Team members often had to search through files to find the latest project information. Because schedules were maintained manually, any project change required updates in multiple locations, creating additional administrative work and increasing the risk of inconsistencies.

Limited visibility across teams

  • Battery storage projects involve collaboration between multiple departments, including project management, engineering, controls, procurement, supply chain, finance, and commissioning. Without a centralized system, it was difficult for everyone to work from the same information and understand how project changes affected timelines and deliverables.

Resource planning challenges

  • As project volume increased, Eneon needed better visibility into future resource requirements. The company wanted to understand upcoming commissioning and automation workloads and forecast staffing needs months in advance to avoid resource bottlenecks and scheduling conflicts.

Inefficient project handoffs

  • When projects moved from sales into execution, information often existed across different files and documents. The team needed a more structured process that would allow projects to move seamlessly from opportunity management into project delivery without recreating schedules and project information.

Solution

Birdview provided Eneon with a centralized platform for project planning, execution, collaboration, and reporting. Within approximately two months, the company had a working system in place. Today, nearly 40 employees actively use Birdview across multiple departments.

  • A Single source of truth

    Birdview became the single source of truth for project schedules and milestones. Teams no longer rely on multiple spreadsheets or manually maintained schedules. Everyone works from the same project data, ensuring that schedule updates are immediately visible across the organization. When project timelines change, stakeholders can instantly see updated milestones and delivery dates without searching for the latest schedule version.

  • Resource management

    Eneon is leveraging Birdview's reporting and resource management capabilities to forecast future staffing requirements. By combining active projects with upcoming sales opportunities, the company can identify future commissioning and automation demands and proactively plan resource allocation before capacity constraints impact project delivery.

  • Tailored workflows

    Eneon worked closely with the Birdview team to adapt the platform to its project delivery processes. The company created custom workflows for managing change orders, requests for information (RFIs), and project documentation. By connecting Birdview with SharePoint, teams can access supporting project documents while keeping project data organized in a single system. These tailored workflows help standardize project execution and ensure critical information is consistently captured throughout the project lifecycle.

  • Custom reports

    Eneon also customized Birdview's reporting capabilities to provide visibility into project performance, financial data, and operational metrics. Working with the Birdview team, the company redesigned several reports to match its specific reporting requirements. These reports provide leadership with better insight into project status, expenses, upcoming resource demands, and overall portfolio performance, supporting more informed decision-making across the organization.

  • Team collaboration

    Birdview provides a shared workspace where project managers, engineers, controls specialists, and commissioning teams can coordinate work, update tasks, and communicate within the project itself. Instead of relying on separate spreadsheets and email chains, teams collaborate directly inside the platform and maintain visibility into project progress and dependencies.

  • Portfolio management

    Eneon uses Birdview portfolios to manage projects through different stages of the business lifecycle. Sales opportunities are tracked in one portfolio, active projects are managed in another, and completed projects are retained for future reference. Once a project is awarded, it can be moved directly into the execution portfolio with its structure and information already in place. This approach significantly simplifies project handoffs and helps teams start new projects faster.

Results

Eneon’s success with Birdview began with a structured implementation process that helped the team transition from spreadsheets to a centralized project management system without disrupting ongoing operations. Working closely with Birdview’s implementation team, the company adopted the platform in phases, allowing users to gradually build confidence while configuring the system around their project delivery processes. Within approximately two months, Eneon had a working system in place, and today nearly 40 employees actively use Birdview across multiple departments.

Since implementing Birdview, Eneon has established a centralized project management environment that supports cross-departmental collaboration and provides visibility into all active projects.

Standardized project templates, automated scheduling, and repeatable workflows have reduced project setup and planning time by 40–60%, allowing project teams to move from sales handoff to execution much faster while minimizing planning errors and missed dependencies.

Project managers, engineers, controls specialists, and leadership teams now work from a single source of truth, giving every stakeholder immediate access to the latest schedules, milestones, and project updates. Real-time dashboards and customized reports have reduced reporting effort by 50–80%, while providing leadership with portfolio-level visibility and more confident decision-making.

Birdview has also improved collaboration across departments by replacing scattered spreadsheets, emails, and shared documents with a centralized workspace. This has reduced coordination effort by 20–40%, improved accountability, and streamlined communication between project management, engineering, procurement, controls, and commissioning teams.

As Eneon continues to grow, Birdview’s resource planning capabilities are helping the company better forecast future staffing needs, balance workloads across projects, and improve resource utilization by 10–25%. Looking ahead, Eneon plans to further expand the platform through NetSuite integration to automate financial visibility and project reporting.

everyone is working from the same information

The biggest benefit for us is that everyone is working from the same information. If a date changes, everybody knows about it immediately. I can look across all projects and instantly see where every project sits. That’s powerful.

Jason Ehrman,

Managing Director, Execution & Operations

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