Magna Legal Services Increases Efficiency with the BigTime and Sage Intacct Integration

About the Company

Established in 2007, Magna Legal Services provides end-to-end litigation support services to law firms, corporations, and governmental agencies throughout the world. They provide strategic advantages to their clients by offering litigation support services at every stage of their legal proceedings. It is their mission to ensure that all needs are delivered in a high-quality, reliable, and responsive manner.

  • Industry: Legal Consulting
  • Size: 650+ employees
  • Location: New York, NY USA
  • Use Case: BigTime + Sage Intacct Integration 

Company Growth: Evolving with BigTime  

For over 15 years, Magna Legal Services has been a dedicated user of BigTime Software, experiencing growth with the platform and finding success through strategic customization. In the early years, the operations team managed finances using QuickBooks. However, as the demand for Magna’s unique services surged, they encountered challenges with the limitations of Quickbooks, finally looking to the Sage Intacct + BigTime integration as an alternative.

With a team of over 70 BigTime users, Dave Kurzman, the COO of Litigation Consulting at Magna Legal Services, faced the daunting task of scaling the financial operations of Magna Legal Services. Magna outgrew its QuickBooks integration, and the need for a more comprehensive sync became evident to streamline operations.

“We’ve been using BigTime for 15 years. We were able to customize a lot of the off-the-shelf solutions to fit our needs. Now, BigTime has become the roadmap for how we run our business. It’s continued to work, and we continue to make it work for us.”
Dave Kurzman COO of Litigation Consulting, Magna Legal Services

Switching to the Sage Intact Integration

As Magna Legal Services grew into a multiplatform company, Dave recognized the need for a more robust and customizable platform to handle their financial management. The decision to transition from QuickBooks to Sage Intacct was not just about upgrading their GL functionality; but also about maintaining their usage of the BigTime platform. Dave explains, “We’d outgrown QuickBooks. We needed something like Sage [Intacct ] to wrap up all our different business units. Supporting our [BigTime] integration was also important. We moved to Sage from QuickBooks knowing we’d be able to integrate with BigTime.”. Now, Magna is able to sync data between the two systems to save time on data entry and eliminate inconsistencies. 

Streamlined Billing, Enhanced Reporting, and Increased Efficiency 

With the BigTime and Sage Intact Integration, Magna Legal Services found new avenues for efficiency. Invoicing and billing became more streamlined, thanks to new automation build-outs in Sage. Customizing invoices also became a breeze, empowering the team to focus on their core competencies and accelerating their overall business processes.

“We use Sage for invoicing and billing to roll up our line items. Some of the new automation built from Sage has ultimately made our processes quicker. And, the ability to customize invoices has increased our efficiency.”
Dave Kurzman COO of Litigation Consulting, Magna Legal Services

The migration from QuickBooks to Sage wasn’t just a technical upgrade; it was also a strategic move. As Magna ventured into mergers and acquisitions, the reporting capabilities of Sage became indispensable. Dave explains, “QuickBooks did not allow us to wrap up multiple companies and do all the financial reporting Sage allows us to do”.  

BigTime’s integration with Sage supports Magna’s M&A strategy by facilitating the integration of operational data. This enables Magna to have a holistic view of their business, spanning across various business management systems and helps drive comprehensive financial reporting.

With the BigTime + Sage Intacct Integration, Magna Legal Services now has:

  • Seamless flow of information: Sync of projects, employees, financials, and accounting data to provide a single view of the entire business
  • Increased efficiency: With the ability to send invoices and accept payments in BigTime, Magna can then push them to Sage for record-keeping, streamlining their billing processes
  • Transparency into financial insights: Comprehensive view into detail financial reports and/or dashboards with data from both systems 

Magna Legal Services’ shift to the BigTime and Sage Intacct integration has not only addressed immediate needs to enhance their operations but also positioned Magna for ongoing success through streamlined processes and strengthened financial reporting. As they grow, Dave and his team can confidently navigate their industry’s complexities with increased efficiency and stronger strategic insights.

About BigTime Software

BigTime takes the guesswork out of utilization, capacity planning, and project profitability while driving operational efficiency for professional services organizations. Our award-winning Professional Services Automation software provides project planning, budgeting, time and expense tracking, and invoicing, all backed by powerful reporting and analytics. We help accountants, architects, engineers, IT services firms, and management consultants budget, track, and bill their most important asset: time. 

See how BigTime can move your business forward. Book a demo today.

DLabs.AI Reduces Spreadsheet Use by 80% and Increases Operational Efficiency with BigTime Foresight 

About DLabs.AI

DLabs.AI is an AI company that harnesses the power of advanced technologies to help clients streamline workflows, enhance business outcomes, and boost KPIs.

Founded in 2015, the company is rooted in the healthcare sector. DLabs.AI was created to address a genuine need: to develop an AI-driven application that could profoundly improve the quality of life for people with diabetes.

Today, they demonstrate expertise across numerous artificial intelligence domains, including computer vision, natural language processing, and emerging areas such as generative AI and large language models like GPT.

Catering to a diverse clientele — from industry-leading retail giants and global educational platforms to agile startups — they remain steadfast in their belief that AI holds transformative potential for businesses, irrespective of their size.

  • Industry: Software Development/ Artificial Intelligence 
  • Size: ~20 employees 
  • Use cases: Resource management

Overview

Despite its uncommon specialization, DLabs.AI, like many other rapidly growing companies, confronted significant operational challenges stemming from an overreliance on spreadsheets for day-to-day project management. As the company expanded, this reliance made financial planning complex and caused misalignment. It became almost impossible to delegate resource tasks to new staff, and frustrations were high from error-prone reporting. 

These issues were taking a huge toll on the company’s operations, making it difficult for the organization to effectively scale. Managers recognized the need for change and were determined to find a solution that could streamline their projects, as well as act as a single source of truth for their finances, resources, and stakeholders. Seeking a comprehensive solution, DLabs.AI turned to BigTime Software.

Challenges

As the field of AI continued to grow in popularity,  so did the demand for DLabs.AI’s services. However, with all staff and project allocation details in spreadsheets, it was difficult to effectively manage their people and projects. DLabs.AI was lacking a clear view of ongoing projects and resource availability for sound decision-making. The scattered nature of information impeded their visibility into resource availability which hindered effective forecasting. Additionally, tracking budgets for individual projects in separate spreadsheets became increasingly burdensome, leading to errors that impacted financial planning. Report generation also became a laborious and error-prone task.

The heavy reliance on spreadsheets not only led to inefficiencies but also restricted the delegation of tasks. Management found themselves entangled in complex documentation, unable to effectively engage other team members. Ewa Rajewska, Co-Founder and CFOO of DLabs.AI, highlighted this issue: “I lacked the freedom to delegate tasks. The complexity of the Excel spreadsheets made it impractical to instruct other managers, preventing me from relying on them for assistance in my duties.”

Challenges DLabs.AI faced before BigTime included: 

  • Fragmented resource management data: Multiple complex financial and resource planning spreadsheets contained employee availability and data for each week. These were difficult to analyze holistically, leading to inaccurate allocations, scheduling conflicts, and project delays.  
  • Inefficient resource utilization: Managing spreadsheets diverted valuable time from other initiatives. The complexity and volume of the spreadsheets created learning obstacles for additional employees, preventing them from efficiently taking over project and finance tracking.
  • Time-consuming, manual reporting practices: Reporting on profitability and KPIs required data to be pulled from various spreadsheets, and constantly updated, wasting multiple hours weekly.

BigTime Solution

DLabs.AI chose to implement BigTime Foresight as a strategic, foundational solution, aiming to enhance scalability and communication efficiency within the company. The adoption of BigTime provided clarity through previous complexity, addressing key pain points and ushering in a new era of operational efficiency. From enhanced reporting to streamlined resource management, the implementation of BigTime emerged as a pivotal decision for DLabs.AI in pursuit of organizational excellence. Gone are the days when Ewa solely handled all financial and resourcing responsibilities in spreadsheets. With BigTime Foresight, she and her team can make confident decisions to drive profitable results.  

“With BigTime, I have a comprehensive solution that helps me go from being the person who prepares all the data to simply confirming and accepting it.”
Ewa Rajewska Co-Founder and CFOO at DLabs.AI

With BigTime, DLabs.AI now has a firmer grip on their operations as they grow, with benefits including:

  • Comprehensive insights to improve service delivery: BigTime consolidates and automatically updates financial, project, & resource data,  becoming the single source of truth for DLabs.AI. This helps identify scheduling conflicts earlier to enhance efficiency and reduce potential scheduling delays. 
  • More effective resource utilization: BigTime’s automated workflows and user-friendly interface empowers Ewa to delegate managerial and administrative tasks, allowing her to take on additional responsibilities for the company’s growth. 
  • More informed and confident decision making: Reporting on KPIs is now done quickly and consistently with automated report generation, all while providing DLabs.AI deeper insights to make informed decisions to achieve objectives. 

Results

The implementation of BigTime at DLabs.AI yielded transformative results, revolutionizing the company’s financial management and operational efficiency. 

By consolidating complex financial planning, resource management, and automated report generation into a single, constantly updated source of truth, BigTime significantly reduced the reliance on cumbersome spreadsheets, fostering a streamlined decision-making process. At the same time, the tool’s intuitive system facilitated efficient delegation, empowering team members to oversee project finances without the need for extensive training. 

With BigTime in place, DLabs.AI no longer has to worry about spending excessive time on manual tasks for resource management or having to go from spreadsheet to spreadsheet to find the information needed.

“Once the numbers were in [BigTime] I simply stopped creating and updating all our spreadsheets. As we become increasingly familiar with the tool, we discover new ways to extract data from it and use it to our advantage.”
Ewa Rajewska Co-Founder and CFOO at DLabs.AI

The implementation of BigTime led to significant results: 

80%

Reduction in Excel spreadsheets used, streamlining efficiency.

Operational errors

No errors in rates, tracked hours, or utilization.

Communication

From a single source of truth between managers and employees.

Streamlining Success: How Isaman Design Transformed Operations with BigTime

About the company

Isaman Design, Inc. is a full-service architecture firm based in San Luis Obispo. Founded in 2006 by architect Bill Isaman, the firm works on a variety of projects ranging from custom residential to commercial mixed-use spaces.

  • Industry: Architecture
  • Size: 12+ employees
  • Location: San Luis Obispo, California, USA
  • Use Case: Financial management, project management

Searching for a PSA Software

Isaman Design was at a pivotal point in its growth when COO Leslie, recognized the need for a comprehensive Professional Services Automation (PSA) solution. Leslie, with her multifaceted role spanning operations, staff management, and financial oversight, sought to streamline and enhance the firm’s operations.

Leslie began the search for the ideal PSA software, motivated by a desire for a centralized platform that could seamlessly manage all aspects of the business. A recommendation from a newly hired employee, experienced with project management software, further accelerated the search.

Leslie explains, “I have my hands in everything with my operations role. When we were looking for software, I wanted to do my due diligence to make sure the platform we chose worked on the accounting, project management, staff, the timecard side—everything.”

The search narrowed down to two promising options: BQE Core and BigTime.

Rough Start with BQE CORE

Initially, Isaman Design opted for BQE Core, but the experience did not align with their expectations.

Leslie elaborates on the challenges they faced, “The issue was it was too robust and lacked customization. We weren’t getting the value out of it that we were looking for.”

Isaman Design’s evolving structure needed a more adaptable solution. BQE Core’s all-or-nothing approach to financial data sharing, coupled with a complex interface, hindered their efficiency. The platform was filled with excessive features that didn’t cater to their specific needs and couldn’t be tailored to fit their unique workflow.

Success with BigTime

The turning point for Isaman came when they made the switch to BigTime. While there were initial challenges in transitioning from another PSA software (BQE), Leslie speaks highly of the benefits they’ve reaped since adopting BigTime.

Empowering customization & visualization in project management

BigTime’s flexibility and constant enhancements allow Isaman to customize the platform to suit their unique requirements. Project managers embrace the newfound ability to tailor reports, visualize data, and deliver compelling presentations to clients.

Leslie shares an example of the transformative impact, “I wanted staff and project managers to access budgeted hours and timelines through Gantt charts. BigTime’s updates now allow my project managers to show clients big-picture visuals during presentations.”

Enhanced financial management with BigTime Wallet

The adoption of BigTime Wallet streamlined Isaman Design’s financial processes. Leslie notes, “We realized BigTime could handle everything. I can have all of my staff doing time cards in BigTime, generate invoices, and get paid, all in one place.”

The benefits are evident, as Leslie continues, “I’ve seen a lot of time savings, especially from having everything in a centralized location. For the invoicing, the auto-population reduces admin work by 25%. It used to take us the entire day to produce these invoices, but now we are saving up to 2 hours each time we do them.”

Isaman Design’s transition to BigTime empowered them to operate with greater efficiency, transparency, and profitability. The platform’s adaptability and integrated features enabled the firm to focus on what they do best—deliver exceptional architectural designs.

About BigTime Software

BigTime takes the guesswork out of utilization, capacity planning, and project profitability while driving operational efficiency for professional services organizations. Our award-winning Professional Services Automation software provides project planning, budgeting, time and expense tracking, and invoicing, all backed by powerful reporting and analytics. We help accountants, architects, engineers, IT services firms, and management consultants budget, track, and bill their most important asset: time. 

See how BigTime can move your business forward. Visit bigtime.net and book a demo today.

STR Reduces Their Time & Expense Admin Workload by 75% With BigTime

About the company

STR Resource & Associates, LLC. provides variable resources for operations: improvement, optimization, performance metrics, project management, process engineering, and project engineering.

  • Industry: Consulting
  • Size: 30+ employees
  • Location: Pennsylvania, USA
  • Use Case: project management, time & expense, business analytics

Overview

In pursuit of streamlining operations and achieving strategic objectives, STR Resource & Associates became dissatisfied with managing siloed data and excess manual entry, among additional shortfalls from their previous software providers. They were balancing separate project management and software tools including, but not limited to MinuteDock, Expensify, and Xero. Eager to move their business forward, they sought a professional services automation software (PSA) that would not only streamline operations but also set them up for sustained success. 

By implementing BigTime Software, STR has simplified time and expense tracking, improving project efficiency and visibility. As STR continues adopting BigTime, reporting will provide deeper insights into billable utilization and project profitability to help make more informed decisions, optimize profitability, and increase operational efficiency.

The Challenge

STR found it challenging to justify maintaining separate time and expense systems for project management. The data silos resulted in extra time spent toggling between systems, decreasing operational efficiency and lowering value. 

Challenges STR faced: 

  • Excessive manual expense entry due to system limitations: no customization, category drop downs, or attachments 
  • Visual clutter and data overload when viewing relevant projects and other information
  • Lack of centralized project visibility, e.g. no single point to access client purchase orders
  • Missing granular project data in reports for revenue attribution by project

The Solution

By adopting BigTime, STR Resources left behind the complexities of maintaining multiple systems, which streamlines project data entry, improves project visibility, and increases operational efficiency.

Partnering with BigTime helped STR:

  • Slash administrative workload by 75% through streamlined project management.
  • Enhance informed decision-making and project alignment by presenting relevant projects and actionable data at the right time.
  • Attain comprehensive, real-time project visibility through centralized data, enabling dynamic tracking of project progress.
  • Gain access to critical project data for revenue attribution per project, optimizing project monitoring and facilitating informed decisions for scalability and growth.
“Being able to put projects into BigTime is wonderful. In the past, there was no one place you could look at all of the things you were doing at the same time. Now, it’s really very cool- the visuals of the project management [adds} a layer of data gathering that we didn’t have before. It shows each live project’s revenue, expenses, and how much time we’re spending!”
Vickie Geiman General Manager/ Sr. Associate

Next Steps

STR will continue increasing their operational efficiency by diving deeper into the reporting capabilities BigTime offers. “We haven’t even dipped our toes into all the robust reporting that you can do. It’s kind of like being good at Excel, but never really using all of the functions. We’re still exploring BigTime, but we’re loving it.” -Vickie Geiman, General Manager/ Sr. Associate 

By tracking billable utilization rates and project profits with BigTime’s reporting, STR can enhance data-driven decision-making and optimize project profitability. STR is confident that improved time tracking will positively impact billable utilization rates and revenue over time. This transition to BigTime will simplify time and expense tracking, consolidating projected vs. actual data in reports, pinpointing cost overruns, and driving proactive decisions on future projects. Additionally, this new professional services automation platform offers STR the flexibility to incorporate additional modules like resource planning and financial management into their operations.

About BigTime Software

BigTime takes the guesswork out of utilization, capacity planning, and project profitability while driving operational efficiency for professional services organizations. Our award-winning Professional Services Automation software provides project planning, budgeting, time and expense tracking, and invoicing, all backed by powerful reporting and analytics. We help accountants, architects, engineers, IT services firms, and management consultants budget, track, and bill their most important asset: time. 

See how BigTime can move your business forward. Visit bigtime.net and book a demo today.

4 Customers Share Their Experience and Takeaways on BigTime’s Implementation

Introducing new software to an organization can be a transformative undertaking, offering a range of benefits such as improved productivity, streamlined operations, and increased profitability. However, the initial implementation phase often comes with its fair share of challenges, which can lead to some frustrations within the company.

We know the implementation process can be overwhelming. That’s why we created our Buyer’s Guide: What to Consider During the PSA Software Implementation Process. In the guide, we dive into PSA software implementation and why it’s such a key piece of the software evaluation puzzle.

In this blog, we’ll touch on some common areas of concern that arise during the implementation process, including the speed to go-live, the learning curve associated with the product, and the potential misalignment of expectations.

Watch the video above to learn how four BigTime customers navigated their implementations and the advice they’d pass along to you for a fast, successful BigTime implementation. 

“We went in knowing what we wanted to do, and felt like what we were being sold was what we needed, and it ended up working out how we hoped it would. It’s been better than we expected.”
Reed Draper Vice President | Draper & Associates

Video Takeaways 

Globiox: The implementation of BigTime was quick, simple, and straightforward!

NiZa Works: Communication is key! You have weekly meetings with your implementation manager that can be catered to your needs, along with detailed training videos to watch on the product.

Draper & Associates: Your employee buy-in affects product adoption, so take the implementation one step at a time to maximize product value.

North Labs: Know what changes you need to make internally before implementing BigTime so that you can utilize all the features.

bigtime implementation

Additional Resources

Implementation Buyer’s Guide

Customer Reviews on BigTime’s Implementation

Aegis Accelerates Cash Flow With BigTime by Decreasing Invoicing Time 50% and DSO by 6 Days

Overview

Aegis Project Controls is a consulting firm serving the construction industry through unrivaled project controls solutions that support clients and projects in every sector. Aegis’ solutions begin at project conception and carry through every phase of the project, helping project management teams complete on-time and on-budget.

Founded in 2006, Aegis has grown to the largest dedicated project controls firm in the country, providing project controls and technology solutions to some of the largest projects throughout the USA and Europe. Through this growth, CFO Kyle MacDonald and the team saw an opportunity to improve operations and partnered with Bigtime to strengthen everything from timecard and project management to the billing, invoicing, and reporting processes.

“Aegis uses BigTime daily across the company. All staff use the system to enter their time cards and track their progress on projects. Staff managers use it to jump into their staff employee profiles and see what projects they’re working on, how many billable hours, and the utilization.”
Kyle MacDonald Chief Financial Officer at Aegis Project Controls

Why it Matters

When things aren’t running as smoothly as they could, it causes frustration and redirects valuable time that could be used elsewhere. Slow invoicing can lead to delayed cash flow, while inadequate reporting can disrupt decision-making processes and hinder growth strategies. For Aegis, staying innovative and ensuring clients receive exceptional experiences at every stage is essential. That’s why having efficient operations is a must. Aegis knew to get projects done on time and within budget, it needed to tighten up its billing process. BigTime stepped in to help Aegis address these challenges head-on, boosting overall efficiency. Now integrated into their operations, BigTime is helping Aegis streamline operations, accelerate cash flow, and monitor business performance in real-time ensuring successful project delivery.

The BigTime Difference

Kyle explains what set BigTime apart was not only the configuration and flexibility of the software, but also the continuous improvements: 

“One of the great things about the software I’ve seen over the past two and a half years, is that they continuously develop and improve by adding features and new ways to do things in the system. So I know that there’s more value to come out of the software down the road.”
Kyle MacDonald Chief Financial Officer at Aegis Project Controls

With BigTime, Aegis has:

  • Enhanced Project Oversight: The whole Aegis team tracks time, has visibility into project progress and metrics, and can make faster decisions with easier access to project data and billing information. 
  • Streamlined billing operations: Automated, multilevel invoice approval workflows and a seamless sync with Sage reduce the time to invoice, decrease days sales outstanding (DSO), while accelerating cash flow. 
  • Improved reporting: Deeper insights into all financial and operational data helps Aegis make informed business decisions faster.
“We get time card data onto an invoice, reviewed by managers, and out the door to a client in 50% less time than we did previously. We’re getting paid much faster than we were previously and our days sales outstanding dropped nearly six days entirely across the company due to these efficiencies being added.”
Kyle MacDonald Chief Financial Officer at Aegis Project Controls

By partnering with BigTime to drive operational efficiency, Aegis can focus on growing profitability and delivering exceptional client experiences.  

Aegis Reduces Billing Time by 50% with BigTime + Sage Intacct Integration

About the company

Aegis Project Controls’ mission is to improve the construction industry by providing project controls and technology solutions unlike any other in the world. Aegis offers a full scope of program and project controls services to be able to better serve clients at every touch point of the project.

Continue reading “Aegis Reduces Billing Time by 50% with BigTime + Sage Intacct Integration”

How Globiox Seamlessly Scaled Their Firm Without Growing Pains

“We have a bunch of tasks and subtasks for each one of our projects and a huge improvement that I’ve seen is less questions about, “What am I supposed to be doing?” on a project. So not only does it keep a time for that task, but you can also identify the task that someone needs to work on and push it out through BigTime.”
Andrew Rossman Vice President, Globiox

We sat down with Andrew Rossman, Vice President at Globiox Incorporated, a pharmaceutical and life sciences consulting firm, to discuss how his organization was able to go cloud-based and grow, all while keeping staff happy after leaving Kantata behind.

BigTime: What challenges led your firm to BigTime?

Andrew: When we started looking around for a solution like BigTime, we had been with a competitor for many years— about a decade. What I figured out was that their software was changing so frequently that our admin staff couldn’t keep up. What ended up happening is we had to retrain multiple times, multiple hours, every single quarter. That just became infeasible to keep up with. So, I wanted a different solution that when new releases came about, we understood what those releases were and could actually implement them into our business. 

BigTimeWhat was the biggest factor in choosing BigTime?

Andrew: The biggest factor for us was switching to a more virtual state. For a company that used to have employees in-house, in the building, and at physical locations, projects used to be run on a chalkboard, versus now where it’s more virtual. What we needed was some sort of project management tool which BigTime had. The Task Center, and within that, for each project is pretty seamless and really keeps people focused on the billable task at hand. The alternatives to BigTime were kind of clunky— they took an hour to set up a project, whereas in BigTime it’s taking me five to ten minutes to set up any given project. That was a huge thing. And then, of course, BigTime had this cost model that we could scale with. We’re a small company— it was five when we first joined and now with BigTime we’re up to 12-15 contractors on a given day. BigTime allowed us the ability to scale with them— that was a huge plus for us.

BigTime: What was the implementation process like for your firm?

Andrew: The implementation of BigTime was really simple and pretty straightforward. We did it in a two-step process. We did it first for the admin staff that was going to be operating in the back-end to really get comfortable with the system and that took about a week. We then were able to set up our new projects within BigTime and that took about a week. Then, getting all the staff onboarded took about a day— that was the easiest part of the entire setup. The reason that we didn’t bring historical data over is we had been using a competitor, Mavenlink, for about a decade. Like I mentioned before, the system for exporting the data out of Mavenlink was very clunky. We couldn’t figure out exactly what to bring over and ultimately it was just easier to re-type and re-enter into BigTime for anything that we wanted to bring over.

BigTime: Where have you seen improvement in your day-to-day work?

Andrew: Luckily for my day-to-day work, I don’t have to manage the data entry coming in so that’s been great. Allowing an admin to really take ownership of that has been a huge weight lifted off my shoulders. Being able to trust someone from day one to go into BigTime with the parameters you can set for your own company allows you to understand and pull reports at any given time. It also gives us an understanding of exactly what your employees are doing, along with details about why they’re doing it, if that’s what you’re wanting to know.

BigTime: Have you seen improvement in the overall workflow of a project?

Andrew: One thing about our business is it’s project-oriented, and every project is wildly different. So, we have a bunch of tasks and subtasks for each one of our projects. A huge improvement that I’ve seen is less questions about “what am I supposed to be doing on a project?”. Not only does it keep the time for that task, but you can also identify the tasks that someone needs to work on and push it out through BigTime. For instance, speaking on the integration side, we utilize the QuickBooks Online integration tool that’s really where we find a lot of value. In BigTime, that QuickBooks data comes over seamlessly and it allows us to make corrections within BigTime before bringing it over to our accounting software. We still use QuickBooks for invoicing, and it really helps to have that double-stop and double-look before invoicing clients. Because of this key integration, we’ve noticed a huge decrease in the amount of invoices with mistakes on them. Whenever you make a mistake on invoicing, obviously, it can lead to upset customers — so BigTime’s integration capabilities have really been beneficial in that regard.

 BigTime: Have you noticed any positive change in your team’s productivity?

Andrew: BigTime’s capabilities allow us to forecast for the next week, what kind of tasks each employee needs, and how overloaded they are — which was especially useful in 2020 to now. BigTime has been huge in helping us identify those people either slacking off at their home office or working overtime and not mentioning anything. You can’t really see the stress that you’re putting on an employee. Typically the numbers do tell you something. What we’ve seen is if we have an employee working 50 hours a week, we can forecast a little less work for them the next week. Conversely, if we have an employee where they’re coming in at 20 hours per week when it was supposed to be more like 40, we can easily increase their workload based upon the reports that BigTime is giving us.

 BigTime: Recommendations for others considering BigTime?

Andrew: I would say that my biggest piece of advice is to make sure that you find something that can fit your company. Every company is different — if you have 10,000 employees, it may be a different solution than if you have 10 to 100. Secondly, make sure they can scale with you, so understand what your growth looks like. Not every company wants to grow and maybe you don’t need an overblown solution, but find something that fits your exact needs. Also, look at and make sure that the vendor has been around for a little bit and that any bugs are already kinked out. Whenever releases happen, you don’t want to be stuck with the software that’s stagnant, but at the same time you don’t want to have to relearn the system every quarter.

How NiZa Works’ Customized Implementation Exceeded Principal’s Expectations

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