Case Study: Purple Vision Ltd achieves real-time project visibility and efficiency with FinancialForce PSA

Purple Vision Ltd - Customer Case Study

Purple Vision Ltd, a leading independent charity and CRM consultancy, was hampered by fragmented spreadsheets and manual processes that left them without a central project system, poor visibility into time, budgets, profitability and resource allocation, and lengthy month-end consolidation. To solve this, Purple Vision Ltd engaged FinancialForce and adopted FinancialForce PSA to replace Excel and unify project, finance and CRM data.

FinancialForce implemented a real-time, integrated PSA that connected finance, sales and services and introduced mobile timesheets and expense entry; as a result Purple Vision Ltd saved up to four business days per month on consolidation, shifted timesheet submission from monthly to weekly, improved utilization tracking toward an 80% billable target, accelerated collections and cash flow, and reduced director review preparation from hours per person to about 30 minutes—enabling faster, smarter project decisions.

Purple Vision Ltd

Dan Lockeretz

Operations Director