FinancialForce
103 Case Studies
A FinancialForce Case Study
Eagle Productivity Solutions, a veteran‑owned pharma training business with offices in the US, UK and Spain, struggled with disjointed systems that left project tracking isolated from sales and financials, causing manual reporting, duplicated data entry, poor resource scheduling and limited visibility into project budgets. To address this, Eagle turned to FinancialForce, deploying FinancialForce PSA and FinancialForce Accounting to replace its legacy QuickBooks‑based processes.
FinancialForce integrated sales, quoting, project management and accounting into a single system, enabling managers to plan demand, produce timely management and variance reports, and act on customized “red flag” alerts. As a result, Eagle is handling more projects with the same headcount, reduced month‑end close time by nearly 40% (allowing the same volume with one fewer person), improved margin visibility, and gained the global and remote quoting capabilities needed for expansion.
Alex Orlando
CFO