Pasquini Consulting, a small consulting firm based in Calgary, Alberta, recently engaged a Federated Software to create a custom solution to streamline their invoicing, work in progress tracking, expense management, and time and project tracking.
The main challenges Pasquini faced before implementing the custom software were the manual and time-consuming processes involved in tracking job invoices, work in progress, expenses, and employee time and mileage. These processes included using outdated desktop databases that crashed often and were hard to maintain, as well as multiple spreadsheets and documents to track various aspects of their business, which made it difficult to have a clear overview of their financial performance and to efficiently invoice clients.
To address these challenges, Federated worked closely with the client to understand their specific business needs and to design a solution that would meet those needs. The custom software solution developed for Pasquini Consulting includes the following features:
Invoicing: The software allows the client to easily create and send invoices to clients, track payments, and generate reports on invoicing performance.
Work in progress tracking: The software provides real-time visibility into the status of projects, allowing admins and project leads to track the progress of work and identify any potential delays or issues.
Expense management: The software helps track and manage expenses, including employee expenses such as mileage and travel costs.
Time and project tracking: The software allows department leadership to accurately track employee time and assign it to specific projects, helping them to better manage resources and allocate resources where they are needed most.
Mileage tracking: The software includes a feature for tracking employee mileage, which helps employees accurately calculate and invoice for travel costs.
Overall, the custom software solution developed for this client has greatly streamlined their invoicing, work in progress tracking, expense management, and time and project tracking processes, saving them time and improving their financial performance. The software has also provided our client with greater visibility and control over their business operations, helping them to better serve their clients and grow their business.