CRM Success Story

McNally Valuations Inc.

McNally Valuations is a fast-growing Alberta-based firm, focused on providing a complete range of valuation services and litigation support services.

Challenge

As their business expanded province-wide, project management had become challenging for McNally Valuations. Their current systems failed to provide a centralized interface for recording project data and making timely project reports. McNally required an easy to implement and rapidly deployable solution to:

  • Manage on-going projects; including project profile, project resources, time entries and expenses
  • Produce timely reports on consultant proficiency and profitability in a manner that only requires a single click
  • Record and manage business accounts, contacts, leads and opportunities

Solution

Ideaca designed, configured and implemented Dynamics CRM 4.0 for McNally Valuations Inc. in under one month. Some of the key components of the rapidly deployed solution include:

  • A custom configured project management system in Dynamic CRM that significantly streamlines their project management process
  • A time entry component customized to meet the needs for professional services, such as billable/non-billable time, billed/unbilled time, and defining standard and project specific billing rates
  • CRM workflows to ensure the right tasks are assigned to the appropriate staff automatically, and to minimize re-entering data by carrying necessary information from leads into opportunities and projects
  • Using out-of-the box CRM tools (report wizard and Excel export), reports were built to provide McNally management team as well as their consultants an easy way to quickly overview their most-recent performance

Benefits

  • Project status is now managed in a centralized system that is shared across the entire team, so that a project will be ensured to deliver on time and on budget
  • Streamlined project management by enforcing business rules and using workflows
  • Improved project resource scheduling process and overall business health tracking due to ease of pulling a consultant performance report
  • Reduction from one day to one click to pull management reports