Pulse Consult

• Real-time project profitability
• Faster, more confident decisions
• Less manual reporting and admin

Pulse Consult needed a more connected and reliable way to manage project, resource and financial information across its growing multidisciplinary business.

With approximately 100 employees working across multiple offices and hundreds of live projects, the consultancy needed better visibility of project profitability, resource requirements and business performance. Its existing reliance on spreadsheets and separate systems made reporting time-consuming and prevented teams from accessing a consistent picture of the business.

Fresh Projects offered an integrated practice management platform that could bring budgets, timesheets, resource planning, forecasting and profitability reporting into one place.

The ability to work from live information, rather than relying on monthly reporting snapshots, was particularly valuable. Fresh Projects also provided flexible reporting through LiveSheets, allowing different stakeholders to access relevant business information.

By connecting financial and operational data, Pulse could establish a more consistent approach to project management and support better-informed decisions across its offices and teams.

As Pulse Consult expanded, managing hundreds of live projects across several offices and disciplines created increasing challenges around reporting, profitability and resource forecasting.

Financial and project information was held in different spreadsheets and systems, limiting visibility across the business.

Project profitability could be difficult to assess until work was well underway or completed, making it harder for teams to identify potential commercial issues early.

Resource planning and forecasting also required information to be gathered from multiple sources, complicating workload management across teams and offices.

Manual reporting processes consumed valuable time, while delays in accessing reliable data slowed operational and strategic decision-making.

Pulse needed a centralised system that would improve data consistency, reduce administrative work and provide a clearer, more immediate understanding of business performance.

Before adopting Fresh Projects, Pulse Consult relied on multiple spreadsheets and disconnected systems to manage project finances, resources and business reporting.

Information was spread across different teams, offices and business units, requiring significant manual effort to consolidate and reconcile.

Reporting was largely retrospective, providing periodic snapshots of performance rather than immediate access to current information.

This meant project leaders and directors often needed to wait for information to be collected and compiled before they could fully understand project profitability, resource availability or overall business performance.

The process was time-consuming and made consistent reporting increasingly difficult as the consultancy grew.

Fresh Projects has transformed how Pulse Consult accesses and uses project, financial and resource information across its business.

Previously, leadership teams relied on monthly reporting snapshots and time-consuming manual processes to understand performance. With Fresh Projects, finance teams, project managers and directors now have access to live information, allowing them to identify commercial issues, assess resource requirements and make more informed decisions.

The platform has improved visibility of project profitability across hundreds of live projects, while supporting more consistent resource planning and workload forecasting across multiple offices.

Using LiveSheets, Pulse can create tailored reporting views for different stakeholders, reducing the need for manual spreadsheet reconciliation and repetitive data collection.

Reporting is now quicker to produce and easier to trust, giving teams more time to interpret information and act on it.

For Pulse, the greatest impact has been the shift from retrospective reporting towards proactive commercial management, supported by a single, reliable source of business information.

Pulse Consult is a UK-based multidisciplinary construction consultancy employing approximately 100 professionals across multiple offices.

The consultancy provides project management, quantity surveying, project controls and health and safety services across a range of built-environment sectors.

Fresh Projects is specialist cloud-based practice management software for architects, engineers, quantity surveyors and other professional services consultancies. Its capabilities include project profitability tracking, resource planning, financial forecasting, timesheets, fee management, CRM and flexible business reporting through LiveSheets.

Read the full Pulse Consult customer story: https://www.gofreshprojects.com/customer-stories/customer-story-pulse-consult

Explore Fresh Projects: https://www.gofreshprojects.com