First ask yourself

Do any of these case studies make you wonder how we can help you?

PROJECT MANAGEMENT

Project Management, Timecards, and Invoicing

Situation
-Rapidly growing Accounting firm
-Needed a centralized place to manage all Projects, Time Worked, Client Information and Produce Invoices

Actions
-Imported all contact information from QuickBooks
-Configured Project and Document Management to the client needs
-Produced client invoices based on hours worked on projects

Results
-Now all staff has one place to store all client work
-All hours are properly recorded on Projects
-Invoices are automatically generated based on work performed


CASE MANAGEMENT

Situation
-A large state agency needed a centralized system for tracking sensitive cases in over 30 localities
-Reporting was very difficult since each program was using its own procedures

Actions
-Customized CommonThread to fit the Case Management Workflow from Assessments to Treatments to Compliance
-Produced many reports that help the State monitor the effectiveness of the program and individual initiatives

Results
-Now all localities are using the same process
-Treatment is more consistent for the clients
-Rapid production of reports on the Program's effectiveness

INVENTORY MANAGEMENT

Repair Workflow, Inventory Management, Financial Reporting, Commercial Products

Situation
-Company repairs ~3million cell phones yearly
-Needed to upgrade the 10 year old home grown JD Edwards system
-Needed to coordinate with Third Party Repair Centers
-Carrier reporting needed to be very flexible to conform to requirements

Actions
-Worked closely with the staff to understand the Internal and Third Party Repair workflows
-Built several tools to integrate data with the JD Edwards Accounting system
-Wrote many reports to the Carriers specifications

Results
-Now all staff and suppliers are on a centralized system
-Turn around time for Invoices and Bill Reconciliation are down significantly
-Inventory is being better managed and out of stock issues decreased

SALES AND MARKETING

Multi-Company Marketing and Sales Portal

Situation
-Fortune 500 Company had 100s of Case Studies, Best Practices and Product Info Sheets
-They needed to share this info with Sales Representatives from other companies
-They wanted to "gamify" the Reps actions to encourage system usage

Actions
-Built an Interface to the KnowledgeBase Areas for the Sales Reps
-Made Administrator tools to allow quick maintainance of the system and upload of resources
-Built several Dashboards about system usage and popular topics

Results
-Over 85% of the external Sales Representatives signed up for the service
-Our client now can see trends in the most popular resources
-The survey tools allow our client to get immediate feedback from the people in the field

BUDGET/ACTUAL DASHBOARD

Budget/Actual Dashboards

Situation
-A large financial services company needed a tool to help understand Budgets and Spending on a division with a >$200M budget
-The key data was in 2 separate systems, an internally written budgeting system and Peoplesoft
-Managers were overwhelmed with the volume of data and quick turn around time

Actions
-Imported routines for the data from Peoplesoft and the internal budgeting system
-Emailed reports to Executives and Managers which focused on their results
-Provided tools for quick feedback on results

Results
-The system allowed the managers to perform their monthly reporting in ~20% of the time before
-The company came in >$10M under budget since everyone had a much better understanding on where money was being spent
-Built tools to help identify Risks and Opportunities
-Group budgeting system saved significant time in the annual budgeting process

PROGRAM AND STAFF MANAGEMENT

Project Management, Timecards, and Invoicing

Situation
-A Fortune 500 Company needed an effective, robust way to Collaborate on critical projects
-Needed Performance Dashboards for the Executive Committee
-Conforming to the project management vocabulary was critical
-Compliance with standards required an Auditable Governance system

Actions
-Configured Project Management and Status Reporting to their vocabulary
-Built several Executive Dashboards to show key performance metrics
-Designed Financial Forecasting and Tracking to their exact needs

Results
-Status Reporting, Financial Modeling and Timekeeping for nearly 50 active Projects with Millions of Dollars in Budgets
-Ease of Project Reporting has improved Project visibility at all levels
-Went from 50 user licenses to 400 in 1st 3 months

PURCHASING

Centralized Purchasing

Situation
-The procurement department for a large state agency needed a centralized system to replace their paper based system
-Coordinating purchasing for Hundreds of Localities and Hundreds of Suppliers

Actions
-Configured the workflow from the Requests, Approval, Purchase Orders, Installation, Billing and Reporting
-Focused viewing of the system by each Security Group
-Generated Activities and emails automatically on business events

Results
-Eliminated the paper based system, improved team work
-Removed the need to maintain several spreadsheets for Reporting

​CASE STUDIES

All businesses sell products, services or time. However, every business has unique (and changing) needs. We use CommonThread to contain the most essential elements used by any business and made flexible and scalable to adapt to any situation quickly.