Case Study: Klein achieves live forecasting and reporting with Total Synergy

Klein streamlines forecasting and reporting with Total Synergy across 30 staff

Klein, a New Zealand-based architecture firm with 30 staff, was struggling with manual processes and disjointed tools as it competed with larger competitors. Their challenge was to gain better operational control and live visibility into project performance without increasing headcount. After evaluating options like Deltek, they selected the Total Synergy platform for its industry-specific focus and transparent implementation path.

Total Synergy provided a comprehensive solution that automated and streamlined key operations. The implementation enabled real-time financial forecasting, custom live dashboards for reporting via an API, and a shift to team-led invoicing. As a result, Klein eliminated time-consuming manual tasks, reduced billing bottlenecks, and gained deeper insights into project budgets, allowing for more accurate pricing. Total Synergy became the operational backbone for the firm, freeing up time for higher-value work.

Klein