Case Study: Macadamian achieves full revenue visibility and 60% faster invoicing with Planview AdaptiveWork (Clarizen)

Macadamian - Customer Case Study

Macadamian, a software design and development firm focused on digital health and connected medical devices, was hampered by fragmented tools and manual processes. The Professional Services team used Google Sheets, Microsoft Project, SAP ByDesign and Namely, which led to lost timesheet records, manual reconciliation of time off, siloed sales and project data, slow invoicing, and limited visibility into revenue, profitability, resourcing and forecasting.

Macadamian consolidated onto Clarizen One as a single PSA, integrated it with Salesforce, and built a “Revenue Outlook” app to combine opportunity and project financials into 27 executive reports. The change delivered portfolio-level visibility, real-time resource planning, HR workstreams for vacation and learning, a centralized document library, and a 60% faster invoicing cycle (from 5 days to 2), while connecting HR, Sales, PS, Finance and PCO teams.

Macadamian

Marie Chabot

Senior Project Manager