Case Study: SafetySkills achieves improved efficiency, profitability, and R&D tax-credit reporting with Project Insight

SafetySkills - Customer Case Study

SafetySkills, a training-services company, had outgrown simple tools like Basecamp and needed a more robust project management solution. The company struggled with workflow management, resource forecasting and leveling, system alerts, and the ability to track R&D hours—issues that led to inefficiencies, uneven workloads and late detection of project problems.

After evaluating mid-market options, SafetySkills implemented Project Insight, fully configured within two months and used daily by about 75% of staff. The system improved resource utilization and productivity, enabled multi-month forecasting and project-by-project profitability analysis, surfaced red-flag alerts, and produces customizable reports that accurately document R&D costs for IRS tax credits—giving management clearer financial visibility and confidence.

SafetySkills