Time management is the key to productivity. That’s why Crowe Global, a leading financial services company, goes to great lengths to measure, analyze, and constantly improve their productivity with TrackingTime.
Time Management and Productivity
Crowe Global has visible leadership in the international market and decades of experience that support them. It is a network of accounting and advisory services firms. It consists of 752 offices with over 33,207 employees in 130 countries. Founded in 1915 and headquartered in New York, the company ranks among the top 10 global accounting networks. In Tijuana, Mexico, a 40-people team of financial consultants relies on TrackingTime every day to be more efficient and productive. Their goal: having their clients recommend Crowe Global for their world-class services.
The Big Challenge
As a financial, tax and legal consulting firm Crowe Global manages several projects. They categorize them by the different types of services offered to their clients. Prior to using TrackingTime, each department of the office had its own system for monitoring projects, reports, feedback, etc. Therefore, it was complicated to standardize and optimize critical workflows.
“But the main problem was that we did not have a system in place to control the times we invested in providing different types of services to our customers.”Explains Alejandro Vega, a Project Manager at Crowe Global, responsible for their time management and productivity initiatives.
Simple Solutions for Complex Situations
After analyzing other similar solutions, they chose TrackingTime. Based on the possibility of structuring projects that the consultants were looking for as a firm.
“Its simplicity and great detail in the generated reports were also key to us. Likewise, we chose TrackingTime for the management of clients and the diversification of services that we can manage with the system”.Alejandro Vega, Project Manager at Crowe Global Tijuana.
For the past two years, around 40 employees at their Tijuana headquarters in Mexico use TrackingTime daily. Their goal is to have their daily workload always associated with a specific project. Whether it is billable to a client or an internal or administrative, non-billable project.
“Every project starts with a time budget. And we keep it under supervision and progress control in order to work efficiently. Therefore, our clients would recommend us for our quality work”.Alejandro Vega, Project Manager at Crowe Global Tijuana.
Flexible Reporting Is Key
To analyze time invested across different projects, clients, and services the company uses TrackingTime’s reporting features. Certainly, they allow to create regular monthly and quarterly reports that facilitate its management. Their most frequently reports are the following:
- Department reports (Service – Client – Project) to see the billable times across the different services provided by specific departments.
- Client reports (Client – Service – Project – Tasks – User). To see what services and times we bill to a specific client. As well as to know who has logged those times.
- Employee reports (User – Client – Services – Projects – Tasks). To detail all the activities of a given employee, across services, projects and clients, within a certain time period.
About Crowe Global
Crowe Global is a financial and fiscal consulting firm, offering accounting, audit, tax, transfer pricing, legal consulting, etc. Founded in 1915 and headquartered in New York, the company ranks among the top 10 global accounting networks.
Industry: Financial Services – Location: Tijuana, México