Case Study: Clarity Quest achieves 50% faster project quoting and agency-wide business intelligence with Forecast

Clarity Quest Cuts Their Project Quoting Process by 50% with Forecast

Clarity Quest is a 160‑person digital marketing agency in Mystic, CT that serves healthcare, biotech and IT clients. Faced with rapid growth, their project quoting relied on spreadsheets and manual transfers between tools, a process that could take project managers up to two days and slowed the business. Clarity Quest sought a single platform to manage work and run the business more efficiently and chose Forecast for its simplicity and fit.

Clarity Quest implemented Forecast across quoting, planning, scheduling and budgeting, migrating projects from Basecamp and getting the team up and running in 2–3 weeks. Using Forecast’s Scheduling and Budget features and integrated workflows, they cut project quoting time by 50%—making the quoting process twice as efficient—gained resource transparency, richer reporting and profitability insights, and replaced manual data entry with a business‑intelligence view that helps them pursue more profitable projects.

Clarity Quest

Christine Slocumb

Chief Executive Officer