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The Client

Sage Coretime Case Study - Caulmert





Caulmert is an Engineering, Environmental and Planning Consultancy with ambitious growth plans. The company was founded in 2008 and started trading in 2009 from their head office based in North Wales with 3 employees. Now in their 5th year of trading, with a further two regional offices located in Derbyshire and Cheshire, their business has evolved and diversified and now employs 24 full time staff.  From its original client base which was primarily in the waste management industry, they have since undertaken a wide variety of projects in many other sectors notably commercial, education, healthcare, industrial, leisure and re-generation. Future plans will see further growth to establish themselves in the market as a fully multi-disciplinary Engineering, Environmental and Planning consultancy.

The Problem

Donna Milne, Finance Director for Caulmert explains, “When we first started the business, we agreed on a vision of where we wanted to be in 15 years’ time. We then needed to decide on a strategy to help us achieve that vision. Part of that strategy was to ensure that we had a robust time management system in place which could cope with our growth aspirations. As the company continued to grow it soon became evident, as predicted, that we couldn’t rely on using spreadsheets to manage our time and projects.  We were very exposed and the potential for generating incorrect time management data was high. Manual collation of spreadsheets was also very time-consuming. We were could see the potential for lost revenue on occasions where we were under-billing on projects because costs had not been allocated to a client.”
Donna continues, “We needed a timesheet system which was easy to access by employees either in or out of the office, quick and easy to use and would give us a clear picture of business performance at any point in time.”

 

Outcome

The benefits of Coretime are very clear to Caulmert. Donna says, “With staff based at different office locations and sometimes different parts of the world, having Coretime has brought us all together using one easily accessible web based system. It allows us to manage many small projects as well as those large and complex projects over extended time periods. It’s responsive, quick and effective and gives us great project visibility. It has made us more efficient in many different ways as a business. “
Mike Caulfield, Managing Director adds, “When you are trying to grow a business, time can soon run away from you. When we implemented Coretime, there was a clear transition from previously spending a lot of time administering spreadsheets and then still not being able to see information clearly. Now we have immediate visibility on the performance of individual projects and our business as a whole. Coretime operates well within our quality management system and has greatly assisted the business in achieving our ISO 9001 accreditation. We are confident that Coretime will continue to assist us in achieving our vision and our growth aspirations!”