Case Study: Equity Trustees achieves streamlined project and BAU time capture and improved finance cost recognition with Kepion

Equity Trustees - Customer Case Study

Equity Trustees, an ASX‑listed trustee company (ASX: EQT) serving personal and corporate clients across Australia, needed a reliable way to capture both project and business-as-usual (BAU) time for project-assigned resources to support finance cost recognition and management reporting. They turned to Kepion, using its Management Reporting and Project Planning capabilities to address this need.

Kepion was implemented to capture time by project on a daily basis, consolidating Project and BAU hours for clearer reporting. The solution improved the timeliness and accuracy of finance cost recognition and streamlined management reporting, giving Equity Trustees better visibility into project costs and resource allocation.

Equity Trustees