Case Study

Supporting Business Development with Topia

The Challenges

Business creation of 100s of projects a year, with each project having anywhere from 1 - 100+ assignees
Each project has a unique set of policies, with these policies stored in various locations
Timely and accurate projection of assignment costs is necessary to create proposals for work that maintain margins and win the business
Manual calculations, processes, and searching to find appropriate policy was putting strain on HR and the businesses ability to quickly and accurately submit proposals that maintain margin

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Ability to create individual customized assignment policies per project based on client needs
Automation of document generation (including offer letters), balance sheets, approval workflows, and vendor initiation saving ~ 16 hrs per assignment
Dramatic decrease in time required to pull together staffing assignment cost estimates to support proposal efforts and project accounting accrual needs
Reduced risk of not delivering on as-sold project gross margin - protecting millions of dollars of revenue annually
Data, inclusive of approvals/denials are stored in a centralized system enabling consistency and enhanced audit capabilities
Centralization of 200+ policies in a single technology system