KeyedIn Solutions
24 Case Studies
A KeyedIn Solutions Case Study
Encompass Solutions, Inc., an ERP developer and integrator focused on manufacturing since 2001, faced rapidly growing project volume and had outgrown manual, multi-tool processes (MS Project, Excel, Dropbox, QuickBooks). The firm lacked real-time visibility into tasks, resources, budgets and profitability across distributed teams and clients, and needed a scalable project portfolio management solution that could serve both internal operations and client-facing projects.
They implemented the cloud-based KeyedIn Projects platform, configured by the provider to support multi-organization use, role-based demand planning, scheduling, time/expense tracking and QuickBooks billing integration. The result was centralized, real-time project visibility, optimized resource utilization, eliminated information silos, improved collaboration with clients, and actionable metrics for utilization, budget vs. actuals and profitability—with portfolio modeling and forecasting available for future growth.
David Cranshaw
Operations Manager