Printer-friendly versionCaret
Enterprise 360
Caret are a management Consultancy based in Birmingham. They have a diverse range of clients; both from the commercial sector, including multinational companies, and the public sector, including health authorities.
The Challenge
Caret is aiming to grow over the coming years, and the directors knew that their existing business systems required too much manual intervention to allow them to do so. They needed:
- Integration between client details, projects, diaries and billing
- Linkage into other tools, such as Excel
- Openness and transparency: everyone seeing the same data
- Efficient, accurate and transparent billing
- To be able to streamline processes such as expense claims
The Solution
Caret were recommended Enterprise 360 by Cambiel Consulting who were already using a GreyRidge business management system. They were impressed by the level of integration in the system, having all their processes and data in one place meant that consultants would always be aware of how well their projects were performing financially, and so be able to address any issues early. The invoicing system was also perfect for Caret, as consultants could generate simple, accurate and transparent invoices for their customers based on work completed.
The Benefits
Since the system was installed, Caret has benefited from more transparency in their processes, since the data on which they're based is available for everyone to view. The administration processes have also been simplified resulting in a lot less time being devoted to the basic admin tasks, meaning that consultants can spend a higher proportion of their time on fee earning work, therefore generating more profit for the company.