Case Study: James Hay Partnership achieves greater profitability and accurate project budgeting with Replicon TimeCost & TimeOff

James Hay Partnership boosts profitability with accurate project budgeting

James Hay Partnership, a Salisbury-based retirement wealth platform managing more than £16 billion for over 49,000 investors, needed accurate, real-time visibility into project time and leave to protect profitability, support R&D tax claims, and forecast staffing. Manual time-tracking and spreadsheet-based leave management left the firm unable to compare estimates to actuals, prepare audits easily, or plan resources effectively.

The company deployed Replicon TimeCost and TimeOff, cloud-based, customizable tools that integrate project time, cost tracking, and leave management with mobile access. With near-100% adoption, James Hay gained up‑to‑the‑minute project visibility, refined project planning, improved forecasting and profitability, and began rolling the solution out across additional teams.

James Hay Partnership

Justin Goldsmith

Head of Development, James Hay Partnership