Better understanding of a pipeline against capacity with Precursive.

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INDUSTRY

COMPANY SIZE

HEADQUARTERS

PRODUCT

EMPLOYEES

Professional Services

SMB

United States

Consulting

150

100% better forecasting

Financial forecasting has now doubled to 2 months

30 hours saved monthly

Streamlined systems now allow time spent on other tasks

Three into one

Team now working solely on Salesforce platform

Precursive helps me get more sleep. Previously we were just playing the game when a big deal came in, it was like Tetris, trying to fit the oddly shaped work into people's schedules. Now we're able to accurately answer those questions which is huge for us in meeting customer expectations during the sales process.

Ryan Sullivan.

Vice President

The Challenge.

P3 had a proprietary solution in place that swallowed up a lot of manual hours. Capacity planning was one of the key areas P3 were looking to improve. The leadership team wanted a way to improve capacity planning and a better approach to project based costing. Additionally they wanted to fix the manual approach to financial reporting.

They faced a number of key challenges when it came to their old system:

🟣 No ability to forecast capacity

🟣 Wanted better approach to project based costing

🟣 Manual approach to financial reporting and KPIs

Our Solution.

P3 had been using Precursive to help improve capacity management, project costing and financial forecasting. Project costing is automated as cost maps into Precursive from products in opportunities. Project costs are then reviewed and confirmed.

The forecasting module helps P3 to understand their pipeline against capacity. Precursive is integrated with an existing finance system and analytics are generated via Power BI.