Case Study: Wood & Associates Direct Marketing Services Ltd. achieves 30-40% project growth and a streamlined end-to-end project-to-invoice workflow with Blue Link Associates Limited (Blue Link ERP)

Wood & Associates Direct Marketing Services Ltd. - Customer Case Study

Wood & Associates Direct Marketing Services Ltd., a specialist in data, communication and mail/distribution management, struggled with a fragmented, project-based workflow: quotations, job dockets, scheduling, invoicing and job costing lived in separate systems, requiring repeated data entry, producing errors and hiding true project profitability and time usage.

Implementing Blue Link ERP unified the process from quotation to invoicing with a single point of entry, minor custom fields for time and rate, and Office integration for reporting and scheduling. The result: 30–40% growth in project volume while maintaining one-person invoicing, higher billing accuracy, clearer jobs-in-progress visibility and more effective resource use and costing for re-quoting.

Wood & Associates Direct Marketing Services Ltd.

Annabelle Wood

President