Case Study: ECC achieves real-time business insights and greater efficiency with Workbooks

How all-in-one software and personalized support drove real business change

ECC, the Educational Competencies Consortium Limited, needed a better way to manage CRM and project delivery after relying on spreadsheets and inconsistent manual processes. Using Workbooks, ECC wanted a customized system that could support its consultancy work in the higher and further education sectors while improving reporting, project tracking, and day-to-day efficiency.

Workbooks implemented an all-in-one CRM and project management solution with personalized setup, dashboards, templates, and training support. ECC gained real-time KPI reporting for board meetings, faster proposal generation, more accurate data, and consistent project plans across consultants. The finance team also saved time, with billing brought forward from about a week later to the first or second day of the month, improving overall efficiency.

ECC

Nicholas Johnston

Chief Executive Officer