Explore how a firm modernized their geotechnical workflows with ERP software.
Explore how a firm modernized their geotechnical workflows with ERP software.
A geotechnical engineering and testing firm began a business improvement effort to modernize operations and strengthen overall performance. The organization provides construction material testing, environmental services, and support for complex engineering projects across several industries. The client’s existing ERP system was outdated and no longer supported, leading to a plan to optimize workflows and prepare for a future new ERP system implementation.
The firm needed a simpler and more efficient way to manage its work. Teams wanted clearer visibility into daily processes, faster access to information, and a better understanding of costs across the entire business. They also needed an easy way to see profitability by project and by business line. Their current system made this difficult, which limited decision-making and overall capability.
On top of that, the firm’s core system was nearing its end of life. The database and supporting technology were outdated and no longer offered the scalability needed for future growth. Because the system was also scheduled to be sunset by the vendor, it became clear that the firm needed to start looking at a new ERP system.
Before making any decisions, the team wanted to slow down and do things the right way. They reviewed their system architecture, business processes, and internal policies to understand what was working and what wasn’t. The goal was to pinpoint areas that could be streamlined and to see where the modern functionality in today’s ERPs could help the most. This careful approach made it easier to choose a platform that would support long-term stability and bring innovative solutions to the organization.
After moving off their unsupported ERP system and adopting the new system, the firm saw clear improvements in how they worked day to day. The new platform brought projects, financials, and resources into one place, giving everyone a much easier way to see what was going on across the business. Teams could view project updates, budgets, and performance in real-time, which helped leaders make quicker, more informed decisions.
Stronger integration between project management and accounting also made a big difference. Billing became smoother, revenue recognition became more accurate, and the amount of manual administrative work dropped noticeably. This allowed staff to spend more time supporting clients and less time updating spreadsheets.
Resource planning improved as well. With better visibility, managers could assign the right people to each job and stay ahead of potential delays. Field teams also benefited from mobile access to project data, allowing them to submit updates, review tasks, and get approvals much faster.
The firm also strengthened its subcontractor process. Automated workflows made contract tracking easier, and consistent compliance monitoring helped reduce risk and avoid potential issues.
Overall, the new ERP acted as a more modern management system that improved collaboration, supported better decisions, and helped set the business up for future growth.