Aptitive developed a plan to optimize a professional service firm’s management of engagements

The Problem

Our client was experiencing losses as a result of project overruns and billing issues due to a lack of organization around their engagement management. The diverse business operations and large geographic spread of the firm led to inconsistent project processes. Our client needed a way to effectively and consistently structure their projects.

Our Solution

Aptitive conducted analysis of the current state of operations and developed a long-term plan for addressing the immediate issues. Our team…

    • Addressed the inconsistencies in how the work is bid by helping our client standardize their service delivery practices


    Incorporated change management initiatives to help communicate, train, and coach employees in adopting enterprise-wide project practices

The Outcome

Aptitive led the project and delivered significant direct cost savings and indirect employee satisfaction improvements. Some of the benefits included:

  • Increased project gross margins by 5% year over year
  • Improved staffing, which led to less employee stress and turnover
  • Custom views for individual business users with data relevant to their role
  • Drastically improved reliability of projected financial performance across all company engagements