Case Study: Concept Services achieves real-time people forecasting and 90% reduction in manual resource communication with FinancialForce Peoplecasting

Concept Services - Customer Case Study

Concept Services, a growing consulting firm that manages inbound and outbound lead-generation projects, was facing rapid, 40% year-over-year growth and the strain of running the business on disparate systems (QuickBooks and a custom solution). To scale and unify financials, projects, people and customer service, Concept Services selected FinancialForce and its ERP suite—specifically FinancialForce Professional Services Automation (PSA), FinancialForce Human Capital Management (HCM), FinancialForce Financial Management—and the Peoplecasting capability.

FinancialForce implemented an integrated PSA+HCM+Financial Management solution with Peoplecasting dashboards that tie sales to projects, resource skills, recruiting and finance. As a result, Concept Services reduced manual coordination (resource assignment) by about 90%, gained real-time forecasting and “X‑ray” visibility for faster hiring and project starts, improved decision-making and invoicing predictability, and accelerated time-to-staffing and project delivery—all delivered through FinancialForce.

Concept Services

Traci Whetzel

Director of CRM