Case Study: Sunergos, LLC achieves streamlined operations, faster invoicing and improved project margins with FinancialForce

Sunergos - Customer Case Study

Sunergos LLC is a global performance consulting and transformational leadership development firm that struggled with disconnected project and financial data, reliance on key individuals, and limited visibility into budgets and resource utilization. To overcome these bottlenecks and replace QuickBooks, Sunergos implemented FinancialForce Professional Services Automation and FinancialForce Accounting to centralize project, people, and financial information.

FinancialForce delivered an integrated PSA and accounting solution with role-based views, automated workflows and reporting, and real-time project costing and scheduling. As a result, invoicing time dropped from two–three weeks to two–three days, month-end reporting was shortened by 10–15 days, resource utilization and project margins improved, sales reporting and project creation were automated, and the company scaled to take on more projects.

Sunergos, LLC

Bill Latourette

Chief Financial Officer