Industry: Product Development Consulting
Firm Size: 51–200 Employees
Main Use Cases: Utilization Rate Improvement, Resource Allocation, Invoicing, Timekeeping, QuickBooks Integration
Overview
Priority Designs is a multidisciplinary product development consultancy serving major consumer brands through a combination of engineering, design, and innovation. With an average of 500–600 projects per year, its operations demanded access to a holistic overview of projects, billing, and resource planning that didn’t involve a time consuming review process.
However, their handmade legacy infrastructure had become a significant bottleneck. The manual processes to gauge project performance led to inefficiencies, lost revenue, and frustration among staff. With the top priorities for a PSA software being ease of use, comprehensive project visibility with minimal effort, and the ability to integrate with other softwares used by the firm, CFO Todd ultimately chose BigTime to modernize his firm’s operations.
The results were transformative: improved cash flow, recovered revenue, and hundreds of hours returned to the team—hours they now spend doing what they do best: building exceptional products.
Challenges Before BigTime Delivery & Foresight
Fragmented and outdated systems: The firm relied on a homegrown platform and multiple disconnected tools (FileMaker, QuickBooks, separate timekeeping/expense apps), making it difficult to gather even basic project data.
High administrative burden: Staff spent significant time reconciling data across systems—up to 8 hours monthly for performance reviews—just to access billed hours, budgets, and expenses.
No centralized resource planning: Without a unified system, project managers used individual spreadsheets and Gantt charts, resulting in limited visibility into staff allocation and utilization.
Revenue loss from billing inefficiencies: Delayed or inaccurate time entries, along with missed billing opportunities, led to an estimated $5,000–$10,000 in lost revenue each month.
The BigTime Solution
Comprehensive, integrated platform: BigTime’s PSA solution streamlined operations by replacing redundant systems, integrating with QuickBooks, and making real-time project data easily accessible across teams.
Enhanced project visibility and control: With Foresight dashboards and reporting, the firm can now catch scope creep early, monitor workload balance, and optimize resource allocation to boost billable output.
Actionable utilization insights: Managers now have visibility into staff utilization, enabling quick course corrections and ensuring smoother, more efficient project delivery.
Empowered project management and strategic focus: Project managers are self-sufficient with real-time dashboards, reducing reliance on leadership for day-to-day oversight and allowing Todd to focus on high-level financial strategy.
Results
Implementing BigTime Delivery and Foresight led to measurable improvements across Priority Designs’ financial and operational performance:
- Recovered Revenue: Todd estimates that BigTime recovers missing revenue of $35,000–$50,000 annually due to delayed or forgotten invoicing
- Time Savings: BigTime saves the firm over 210 hours per year. With hourly rates factored in, that equates to more than $44,000 in recaptured productivity.
- Improved Cash Flow: The firm’s invoicing time was cut in half thanks to QuickBooks integration and real-time data syncing. As a result, Priority Designs saw a 10% increase in cash flow speed—a meaningful shift in working capital management.
- Operational Efficiency: What previously required two people to manage invoicing is now handled by one—and could easily require a full-time administrator without BigTime. Even Todd can manage billing seamlessly alongside his CFO responsibilities.
- Better Resource Allocation: For the first time, utilization metrics are clearly visible. Underutilized staff can now be identified and reassigned to high-demand projects, keeping workloads balanced and improving morale. Visibility has not only improved planning—it’s helped staff feel seen and supported.
See What Foresight Can Do For You!
Do you think your company is ready to unlock iłs maximum profitability? Book a demo to see how BigTime Foresight can solve your problems and advance your processes even further!