Case Study: Agility Factor achieves streamlined processing and seamless Salesforce–QuickBooks integration with Upland Software's Tenrox

Agility Factor Fully integrated Tenrox Timesheet, Invoice, and Workforce Planning into its internal system

Agility Factor is a Calgary-based consulting firm that delivers program and project management, change management and business consulting through a 100% project workforce of senior contractors. Rapid growth exposed inefficiencies in its manual processes—spreadsheets and hand-calculated timesheets and invoices—which required several managers to spend days each month on administrative work and risked limiting scalability.

To address this, Agility Factor implemented Tenrox’s on-demand Timesheet, Invoice and Workforce Planning solution for its seamless Salesforce and QuickBooks integrations and scalability. The integrated system automated data flow across CRM and accounting, reduced processing effort so a single administrator can handle far more volume, proved intuitive for consultants, and became a selling point in client discussions—enabling the firm to scale without increasing administrative overhead.

Agility Factor

Kevin Litzenberger

Partner