| Target Entities | Project Profitability Analytics, Professional Services, Utilization Reporting, Finance Reporting, Project Margin, Project P&L |
|---|---|
| Core Value | See project margin without waiting for month-end, profit by project not just company-wide, automated finance reporting |
| Tech Stack | Jira API, QuickBooks connector, Qlik, Data Warehouse, Semantic Layer, Finance Data Model |
Software & Professional Services
How a software firm got project margin out of month-end spreadsheets
This software firm bills by the project, but until month-end it could not tell which projects made money, and even then only for the company as a whole. We brought the project and finance numbers together, so leaders now see margin and team utilization for each project as the work happens.
profitability, not just a company-wide total
month-end spreadsheet rebuilds
project and finance data, now in one place
Challenge
Leaders could not tell which projects made money until month-end, and only for the whole company.
What we built
One reporting setup that ties each project to the costs and revenue behind it.
Result
Profit and utilization for every project, kept up to date on their own.
The challenge
Project work lived in one system and the money in another. To answer the question that matters most, which projects and clients actually turn a profit, the finance team rebuilt the picture in spreadsheets every month, and even then could only see it for the company as a whole. How busy and billable the team really was stayed just as unclear.
What we built
- Connected the project and accounting systems so a project’s hours, costs and revenue finally sit in one place instead of two.
- Built profit and loss for each project, comparing its revenue against the real costs behind it, which showed plainly which clients and types of work paid off and which were losing money.
- Automated the utilization and headcount reports the finance team used to rebuild by hand, so month-end no longer means a spreadsheet marathon and the numbers stay current in between.
How the data flows
Source systems
Reporting
The outcome
Because margin is now visible for each project instead of once a quarter for the whole company, leaders can act sooner, rescoping or repricing the work that loses money and protecting the work that pays. The monthly spreadsheet rebuild is gone, and the same numbers now help with staffing and capacity decisions.
Systems & technologies
Selected work from 3ALICA delivery teams. Some of these projects were delivered before 3ALICA's current US focus, but the work is the same kind we do now: practical analytics and reporting built on top of the systems a business already runs.
Before vs after
Not sure which of your projects actually make money?
If the answer lives in a month-end spreadsheet, we can bring your project and finance numbers together so you can see margin and utilization for each project, in a focused sprint.
Discuss a similar challengeGet in touch
Start with one operational bottleneck
Share the workflow that costs the most time, margin, or visibility today. We will review the current systems involved and suggest a practical first sprint.
Email us directly
sales@3alica.com