Dynamics 365
Power Platform
Dynamics
Cloud & ProductivityFrom manual spreadsheets to real-time insight across projects and finance
DoubleDigit Sales (formerly Fusion Learning Inc.) is a leading provider of strategic sales training and sales management consulting services. As the company grew, manual spreadsheets and disconnected reporting tools made it difficult to track project profitability, time, and expenses accurately. The company partnered with Rand Group (formerly WebSan) to implement a cloud-based Microsoft Dynamics GP solution with Project Accounting and a fully integrated web-based time and expense portal. The result is a unified, always-available system that improves visibility, reduces administrative effort, and enables more efficient project and financial management.
Client: DoubleDigit Sales
The Goal
Implement a centralized ERP solution for professional services including a web-based, fully-integrated time and expense portal. They aimed to improve visibility into project profitability, reduce manual reporting and administrative effort, and empower teams to make faster, more informed decisions.
The Outcome
DoubleDigit Sales now operates on a single, integrated system that provides real-time insight into project profitability, streamlines time and expense collection, shortens month-end processing, and gives employees more time to focus on high-value work while improving overall efficiency.
The new system is night and day compared to before. We now have a single system containing all our data, which lets us run the business efficiently, make faster decisions, and improve overall visibility.
The problem
Before implementing Dynamics GP, DoubleDigit Sales relied heavily on spreadsheets and manual reports to track project profitability, time, and expenses. Information was fragmented across systems, making it difficult to gain timely insight into project performance. Month-end close was extended due to duplicated effort, and management spent significant time following up with project managers to collect accurate data. As the business continued to grow and evolve its client offerings, these inefficiencies limited visibility and slowed financial and operational decision-making.
- Manual spreadsheets for project profitability tracking
- Disconnected systems for time, expense, and reporting
- Extended month-end close cycles
- Duplicate data entry and reporting effort
- Limited real-time visibility into project performance
Manual project tracking and reporting
The solution
Rand Group implemented a cloud-based Microsoft Dynamics GP solution for professional services organizations, including Dynamics GP Project Accounting and a fully integrated web-based time and expense portal. Employees now submit accurate data easily through the intuitive portal, and management accesses reliable financial and project information immediately—without manual follow-up or reconciliation. The solution delivers 24/7 system availability and robust reporting with instant drill-down into project profitability, empowering teams to make faster, more informed decisions.
- Implemented cloud-based Microsoft Dynamics GP
- Enabled Project Accounting for profitability tracking
- Integrated a web-based time and expense portal
- Delivered real-time reporting with drill-down capabilities
- Improved data accuracy and system availability
The result
DoubleDigit Sales has streamlined its back-office operations with a single, centralized system. Teams can access project profitability instantly, employees consistently capture time and expense data, and management spends less time chasing reports. Shortened month-end processing and reduced duplicate effort give leaders timely access to accurate project and financial data, enabling faster, more informed decisions. The integrated Dynamics GP environment drives efficient operations while empowering the organization to continue evolving its service offerings.
- Centralized project, time, and expense management
- Improved visibility into project profitability
- Reduced manual reporting and duplicate work
- Faster, more efficient month-end processing
- Increased accuracy in time and expense tracking
- Single system for projects, time, and finance
Single system for projects, time, and finance
Take the next step with Rand Group
If your professional services organization is struggling with manual project tracking or disconnected financial systems, Rand Group can help you implement a centralized ERP solution that improves visibility, efficiency, and control.