Upland Software
111 Case Studies
A Upland Software Case Study
Franklin Energy, a Wisconsin-based consultant for utility energy‑efficiency programs, grew rapidly to 200 staff across 17 offices, which exposed limits in its Microsoft Access/Citrix time-and-expense process. The legacy system crashed frequently (about 75 hours of lost productivity monthly), relied on manual spreadsheet processing, produced errors in pay rates, overtime and billing, and offered minimal reporting—making project tracking and client billing unreliable as the company scaled.
Franklin implemented Tenrox On‑Demand for Time & Billing and Project Cost & Billing, chosen for its access controls, rate/task qualifiers and customizable SQL reporting. The cloud solution eliminated manual processing (freeing the equivalent of one FTE), integrated with ADP and Microsoft Dynamics GP, sped invoicing and cash flow, improved payroll/reimbursement accuracy, and supported growth (adding 60+ employees without new admin staff). Franklin projects a 13‑month ROI and can now accommodate client requests like weekly billing while maintaining accurate project controls.
Richard Ballard
Controller