Converge Management Services · Case studies

What it’s worth.

Both of the projects below started with a number somebody couldn’t explain. Here is what each one looked like, and what it returned.

Case study 01 · Industrial & electrical maintenance

$1.4M earned, and never billed.

An industrial maintenance contractor runs a long-standing contract at one of the largest plants on the river, with more than 100 electricians on site on any given day. They came to us for a more capable system and a better way to track cost on site. We implemented Viewpoint Vista and built a custom field timekeeping solution underneath it. Once the numbers were visible, the picture finally closed.

Bottom line
$1,400,000+

in completed work that was never billed, surfaced once the numbers were visible.

$300–500K
Annual leak, now closed
100+
Electricians on site daily
01

The situation

On any given day, this contractor has more than 100 electricians on site at their largest plant-maintenance client. Over the course of a shift, one technician might touch four or five different work orders, so the crew as a whole is working several hundred work orders a day.

Every one of those touches has to land on the right work order to get billed and collected. The codes are 16 characters long. The crews were tracking them by hand, in notebooks, in the field.

That is a lot of money riding on a number written down between tasks.

02

The problem

They knew they weren’t seeing the profit the work should have produced. They just couldn’t pin down why.

Their accounting and project-management system was built for contractors, but it didn’t go deep enough to reconcile time paid against time billed against time collected at the granularity their contract demanded. So the gap stayed hidden. They could feel it without being able to point at it.

They went to the market looking for two things at once: a more capable system, and a better way to track cost and activity on site.

03

The solution

We implemented Vista across the business and built a custom timekeeping solution. Through Vista and our ability to augment it, we were able to deliver a solution that allowed crews to capture their work against the right work order in real time.

04

The results

After implementation, the team was able to go back and identify over $1.4 million in labor that had incurred and never collected over the past couple of years. Plugging that leak now accounts for up to $500,000 a year in properly billed labor hours.

Case study 02 · Welding & turnarounds · Gonzales, LA

$170K in year one.

Specialty Welding & Turnarounds had outgrown their previous ERP software and needed a true job-costing system, flexible enough to scale from 850 to 2,400+ employees several times a year. We brought the Vista depth they needed.

Bottom line
$170K

in year one, from a Vista job-costing system built to scale with their headcount.

+$100K
Job billing
+$70K
Staff time / yr
01

The situation

Specialty Welding & Turnarounds provides construction and turnaround services for the refining, petrochemical, and ammonia markets across North America. The work scales hard: headcount runs from 850 to more than 2,400 several times a year as turnarounds ramp up and wind down.

02

The problem

SWAT had outgrown their previous ERP software. The team spent too much time entering information into a system that wasn’t built for their business, and that inefficiency led to missed billings and inaccurate data.

03

The solution

We implemented a job-costing solution in Viewpoint Vista, built for the way SWAT staffs a turnaround, which gained real efficiency over what they had been using. We then layered in Chroma, our reporting product, to give their team real-time visibility into the numbers.

04

The results

In year one, the move returned about $170,000: roughly $100,000 in improved job billing and $70,000 a year in recovered staff time. Just as important, SWAT gained real-time insight into the business as it scaled.

“The biggest value from Converge is their ability to step into a business process and know how to apply technology to improve it.”
Doug Secrest · VP Strategic Development, SWAT
Let’s talk

Start with the number you can’t explain.

Have questions about a project or implementation? Give us a call. If we can help, we’ll tell you how. If somebody else is a better fit for it, we’ll tell you that too.

Marcel Lemoine
President
10431 Siegen Lane, Suite 100
Baton Rouge, Louisiana 70810