Case Study: Macadamian achieves 60% faster invoicing and unified project & revenue visibility with Planview (Clarizen One)

Macadamian - Customer Case Study

Macadamian is a small global software design and development firm specializing in digital health and connected medical device solutions whose Professional Services team drives a large share of revenue. The team relied on a patchwork of tools (Google Sheets, Microsoft Project, SAP ByDesign, Namely) that produced unreliable timesheets, manual invoicing, siloed project data and poor visibility into resource availability, profitability and forecasts.

Macadamian implemented Clarizen One as a single PSA, retired legacy systems, and integrated it with Salesforce to power a mobile "Revenue Outlook App" that aggregates opportunity and project financials into 27 executive reports. The change gave leaders real-time portfolio and resource visibility, streamlined HR vacation and learning requests, connected five teams, consolidated four systems into one source of truth, built a project document library, and cut invoicing cycle time by 60% (from five days to two).

Macadamian

Marie Chabot

Senior Project Manager