Case Study: Boulay PLLP achieves clearer profitable project performance and improved cash flow with Deltek Maconomy (Deltek)

CPA firm with strong client-focus extends its back-office capabilities to more effectively measure profitable project performance

Boulay PLLP is a Minneapolis-based CPA and consulting firm of about 160 employees that was experiencing rapid growth but was held back by a decade-old accounting and billing system. The legacy solution couldn’t scale for a professional services model, relied on paper billing, and lacked the business intelligence and performance metrics leaders needed to measure profitable project and resource performance.

Boulay implemented Deltek Maconomy, an ERP built for professional services, to centralize back-office functions, move billing and time/expense capture online, and provide role-based dashboards for real-time visibility. The change gave managers contribution-margin insights by service line, project and resource, streamlined billing and scheduling, improved cash flow and WIP, and strengthened client communications and profitability-focused decision making.

Boulay

Ron Overson

Partner