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Reid Mitchell
Solution
Reid Mitchell is a project management, building surveying & CDM Consulting Services firm based in Scotland, offering services around the UK.
Before CMap, Reid Mitchell predominantly used spreadsheets to track all their financials, which they found to be a complicated process. They struggled to break things down into stages, see project progress, and lacked an overview of their business performance. All they could see was the stage that people were on - and that wasn’t enough.
“We do a lot of accounting, including invoicing, and working from spreadsheets, which was very confusing,” said Lorna Reid, Head of Business Support. “It was getting too complicated when I wanted to look for WIP, any other financial information, trying to locate things, and keeping them fully up to date.”
“We’d outgrown spreadsheets and wanted something more to match the size of the business we have become.” Lorna Reid, Head of Business Support
Situation
CMap is a project management tool that helps architects, engineers, and consulting firms in manage their resourcing, timesheets, project financials, and more - all in one place.
One thing that was time-consuming for Lorna was the manual process of inputting the firm’s invoices. But thanks to CMap’s Xero integration, there’s no longer any need for manual entry - which means fewer errors and a significantly quicker process.
Another major time saving for the firm has been CMap’s out-of-the box and custom reports. With all of their data now under one roof, the team no longer need to search through multiple spreadsheets for the information they need, which means end-of-month reports can be pulled together at the click of a button.
“I couldn’t recommend CMap enough. CMap is easy to use, compared to how we were just using spreadsheets before, I love it.” Lorna Reid, Head of Business Support
Reid Mitchell is a growing business, and since they adopted CMap, it has enabled them to make better hiring decisions. “Using the resource feature within CMap, it has made it clear to identify available resources easily, so who is doing what, when, and how much, compared to the old system,” said Lorna.
CMap has been a key solution for Reid Mitchell to move the business forward and, overall, to locate financial information and resources more easily. Lorna explained, “After CMap, we ask ourselves important questions - are we charging ourselves the right amount to cover costs, etc, which we didn’t ask before.” CMap’s custom reports and persona-based dashboards play a huge part in this, giving the directors their own up-to-date view at a glance.
Reid Mitchell manage their essential HR functions within CMap, allowing them to view detailed profiles of their people, manage documents, log days off, and training days. “I think our whole day-to-day processes - and very much the financials - are much easier.”
Results
- Greater visibility - “The resourcing feature has made it clear to identify available resources easily - so who is doing what, when, and how much, compared to the old system.”
- Forward thinking - “After CMap, we ask ourselves important questions - are we charging ourselves the right amount to cover costs, etc - which we didn’t ask before.”
- Saved Time with Accounting - “We do a lot of accounting, including invoicing, and working from spreadsheets was very confusing. But, with the Xero integration, it saves a lot of time - it's easier and quicker to help with this part of the process.”
Why would you recommend CMap?
Lorna and the rest of the team found the onboarding process “great” and particularly benefited from CMap’s support team. “It’s a great platform - people in support are fab - I recommend anyone using it as you have everything in one place,” said Lorna. “You’ll see all the financial information you want.”
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