Transforming Operations: Global Engineering Firm Streamlines Project Management and Enhances Efficiency with Accelo

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Background

AMOG, a globally recognized engineering firm, specializes in addressing complex engineering challenges across a wide range of industries. Their expertise spans from offshore energy, to onshore processing and beyond, including defense, mining, transport, renewable energy, and even civil maritime. Through advanced engineering, science, and innovative thinking, AMOG’s consulting engineers effectively deliver tailored solutions to each of the unique demands of their clients.

AMOG has established a strong reputation for quality and excellence in the engineering landscape with a substantial portfolio of successful projects. Highly qualified and skilled professionals who leverage cutting-edge technologies to come up with solutions not only meet, but consistently exceed client expectations. To fully support their wide range of capabilities, AMOG needed to enhance their operational engine to optimize service delivery efficiency and maintain their competitive edge.

Challenges

AMOG's operational hurdles stemmed primarily from the reliance on an in-house project management tool. While it may have worked initially, the legacy system became increasingly unmanageable over time. The complexities of managing diverse projects and resources were compounded by several key issues.

  • Inefficient Internal Project Management Processes
    • Led to delays due to manual handling, impacting AMOG's growth.
    • As projects grew more complex, the limitations of their existing system became evident, making timely decision-making and technical sign-off challenging.
  • Lack of Effective Resource Planning in Sales Operations
    • Resulted in lack of transparency for project managers and resulted in underutilization.
    • Without a cohesive strategy, AMOG struggled to navigate project complexities.
  • Absence of a Centralized CRM System
    • Information was spread across multiple platforms, complicating customer relationship management.
    • Fragmentation of information made it difficult for AMOG to manage the sales process, which affected the ability to respond to client needs promptly and effectively.

These challenges had a ripple effect throughout the organization. It was noticeable that there was an inability to track resources efficiently and manage administrative support, wasting valuable time. Inevitably, as operational inefficiencies grew more apparent, AMOG recognized the urgent need for a solution that could enhance their capabilities and restore their competitive edge.

Goals 

Determined to overcome these challenges, AMOG identified several key objectives they aimed to achieve through the implementation of a new platform. 

  • Implement an Integrated Solution: AMOG sought to replace their obsolete, in-house created, tool with a fully integrated project management and CRM platform to not only enhance project management but also make sure of timely project delivery while adhering to budget constraints.
  • Enhance Resource Planning: Centralizing data management would reduce manual data entry and enhance efficiency and accuracy across departments. By consolidating critical information and operational tools into a single platform, AMOG hoped to improve decision-making and operational effectiveness.
  • Maintain Familiar Workflows: Recognizing that employee buy-in would be crucial for successful implementation, AMOG desired a solution that would maintain familiar workflows. This approach would facilitate a seamless transition for team members while also boosting overall productivity upon adoption.

Solution

In response to AMOG's needs, Accelo provided a complete, fully integrated professional services automation (PSA) platform encompassing project management, CRM, and resource planning functionalities. This solution was specifically configured to replace their existing tools, streamlining various operations and improving overall efficiency.

The implementation process was handled as not just a transition from one operating ‘system’ to another, but rather, a transformative and intentional partnership with Accelo’s success team. Accelo’s ability to enhance collaboration among AMOG's global teams was a game changer right from the start. The platform facilitated seamless subcontracting of tasks across different countries and divisions, enabling improved communication and collaboration. This capability proved to be essential as AMOG worked in a number of geographical locations, often requiring input and resources from multiple teams.

To be sure that Accelo’s PSA solution met AMOG's unique requirements, Accelo’s team worked closely with AMOG during the onboarding process to tailor fields related to companies, contacts, and users. This customization improved data accuracy and overall management efficiency, enabling AMOG to capture critical information relevant to their projects and clients.

Recognizing the complexities involved in migrating from a legacy system, the team developed Standard Operating Procedures (SOPs) for interactions between AMOG's existing systems and the new platform. This strategy proved to be the right choice for a smooth transition, minimizing disruption and down-time, while maximizing efficiency. By prioritizing communication and teamwork, Accelo effectively addressed AMOG’s specific challenges.

Results

The implementation of Accelo produced measurable results for AMOG, highlighting the success of their transition. Following the rollout of Accelo, AMOG experienced a remarkable improvement in the sales process, making it easier to manage customer data and track sales activities. This improvement not only enhanced client satisfaction but also allowed AMOG to take on more projects at the same time, increasing their ability to scale and grow

Furthermore, the time frame for transition underlined how effective the partnership was. The implementation of a whole of business transition, leaving one system in its entirely to a new system, including full training and migration of 15 years of data in the space of three months, shows the efficiency and effective change management strategy that comes with partnering with Accelo’s expert team.

In addition, Accelo allowed for better resource allocation, leading to a reduction in operational cost and fewer resources wasted on inefficiencies. The feedback from AMOG’s team further validated the success of this transition. The team praised the improved workflows and centralized data management, which streamlined daily operations. 

The ability to manage customer data and track sales activities from a single platform transformed the sales process. AMOG’s sales team found it easier to access critical information, leading to improved follow-ups and enhanced client relationships. This newfound efficiency is sure to translate into stronger customer loyalty due to more timely and responsive service.

Key Takeaways

The partnership between AMOG and Accelo yielded several important insights:

  • Centralization of Workflows: Accelo's integration of CRM and project management functionalities into one platform significantly improved operational efficiency, facilitating better coordination and collaboration.
  • Automation Benefits: The automation of various processes, particularly in sales, reduced the time spent on manual tasks, allowing the sales team to focus on building relationships and closing deals.
  • Successful Transition: With careful planning, execution of SOPs and a collaborative implementation partnership, AMOG was able to continue established business processes while incorporating new best practices with Accelo — paving the way for AMOG’s continued success.

Conclusion

The partnership between AMOG and Accelo reshaped the company’s operational landscape – transitioning from an outgrown, in-house software package, to a sophisticated platform that improved workflows and resource planning, while centralizing data management. This transformation led to greater operational efficiency, enabling AMOG to navigate the complexities of their industry with a solid foundation to build upon as they continue to grow.

As AMOG’s success story illustrates, the right technology can significantly enhance operational efficiency and drive business growth. Are you facing similar challenges across your operational workflows? Discover how Accelo can transform your business. Book a demo today to see how our solution can optimize your operations and drive success.

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