“Beeye gives us real-time visibility to balance workloads, track budget vs. actual time, and cut time spent on spreadsheets”
Alexandra Capbern, Partner
The Challenge: Unifying planning across different service lines
Before Beeye
DBA is an accounting, audit, and advisory firm with over 300 employees and a member of the international HLB network. Before adopting Beeye in 2017, Accounting, Audit, and Consulting operated with disparate planning methods and tools that suited their specific needs. As the firm grew, coordinating workloads and sharing capacity across departments became increasingly complex:
- Limited visibility into workloads and staff availability
- Manual time and absence tracking prone to errors
- Fragmented data and non-integrated systems
What Triggered Change
The firm initially wanted to simplify scheduling and give managers a clear, shared view of staff capacity. Multiple spreadsheets and manual updates were slowing resourcing decisions, creating unnecessary admin, and impacting client delivery.
DBA needed a solution that could bring structure and automation to resourcing without comprising on the specifics needed by each service line.
The Solution: From planning to complete resource management
Prioritizing Beeye
DBA selected Beeye for two main reasons; flexibility and integration capabilities. Integration with Cegid practice management for clients, projects, and billing data was critical. In addition, Beeye offered a way to bring structure to scheduling without forcing teams to abandon their established workflows.
“Beeye has become the backbone of our planning. It connects everything - projects, people, and time - while giving each department the flexibility it needs.”
Alexandra Capbern, Partner
Planning & Scheduling
Beeye provides a shared, visual schedule for all departments. Managers can allocate work, balance workloads, and anticipate peak periods with live visibility of capacity.
Cegid Integration
Client, engagement, and staff data automatically synchronizes from Cegid to Beeye, eliminating double entry and ensuring data consistency across systems and departments.
Automated Assignments
New client engagements from Cegid automatically appear in Beeye with the associated budget and tasks - ready to schedule.
Lucca Integration
Time-off data and leave requests from DBA’s HR system Lucca instantly appear in Beeye schedules and timesheets. This convenience helps avoid scheduling conflicts.
Expansion to Performance Monitoring
After establishing Beeye for scheduling, DBA began using it to track actual time spent on engagements and compare it against budgets and scheduled hours. This evolution allows them to monitor projected profitability in real time and take action such as billing additional work to the client or adjusting the schedule.
“Our first goal was to unify planning, we just wanted to make scheduling easier. But we quickly saw how much more we could do as Beeye connected everything together and became our bridge between HR, planning, time tracking, and financial control.”
Laurent Capbern, Partner
The Impact: Profitable collaboration
“What began as a scheduling tool has grown into a management platform. We can now see staff absence requests, project status, and profitability all in almost real time, that’s a major step forward.”
Laurent Capbern, Partner
Accuracy and Efficiency
Automated data flow between Beeye, Cegid, and Lucca eliminated spreadsheets and manual entry, reduced errors, and sped up task staffing.
Capacity Visibility
Managers now access real-time insights into availability in their own or neighbouring teams, and easy reporting on task progress, for faster, objective resourcing decisions.
Workload Management
Real-time updates to schedules and projects allow teams to anticipate peak periods early and rebalance workloads as deadlines and absences change.
Margin Control
With time tracking and budget monitoring alongside schedules in Beeye, DBA has evolved from reactive planning to proactive performance management. Managers can now see whether engagements are profitable while they are still in progress and take action to stay on target.
Forward planning
Each year, the firm rolls forward its planning effortlessly. Through Beeye’s integration with Cegid, engagements are automatically renewed, and the previous year’s schedule retrieved and adjusted as needed.
“Beeye gave us a foundation for growth. Once we unified planning across departments, adding time tracking and profitability performance monitoring was a natural next step. That’s how our maturity and outcomes really accelerated.”
Alexandra Capbern, Partner
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