Case Study: Otis Institute achieves a single system for accounting, services and sales and cuts duplicate data entry by up to 70% with FinancialForce

Otis Institute - Customer Case Study

Otis Institute, a San Francisco–based EHS engineering and consulting firm, was struggling with disjointed systems (QuickBooks, Proworkflow) that forced repeated data entry, blocked visibility across projects, financials and pipeline, and couldn’t support large contracts. To address these challenges the company implemented FinancialForce solutions—notably FinancialForce Accounting and FinancialForce PSA—integrated with Salesforce CRM to consolidate sales, services, project management and accounting.

FinancialForce delivered a single, integrated system that enabled better staffing decisions, on-time/on-budget project delivery, and real-time reporting. The implementation reduced duplicate data entry by 65–70%, improved utilization and reduced bench time, streamlined timekeeping and auditing, and gave Otis Institute clearer cash-flow and profit visibility—helping the company grow and improve customer service.

Otis Institute

Troy Christensen

CEO