The 250-person firm, ranked 110 by IPA, provides audit, tax, and advisory services across eight offices in the U.S., primarily serving the insurance, not-for-profit, and employee benefit plan industries. As the firm has grown, so too has the complexity of planning and staffing; the firm handles over 800 audits every year.
Johnson Lambert chose Beeye to bring consistency and objectivity to resource management processes, centralize project and people data, and remove siloed spreadsheets.
It was critical that the solution of choice integrated with the firm’s management system, Certinia (a Salesforce platform solution).
The firm can now:
- Balance workloads across locations and service lines, and handle scheduling conflicts
- Track budgets, scheduled hours, and actuals in one place for improved project management
- Visualize firm-wide capacity and forecast future demand
- Quickly roll-forward recurring engagements and staff them using optimization algorithms
Fall 2025 Planning Cycle and Beyond
The go-live was strategically timed to coincide with the start of one of Johnson Lambert’s key planning periods, when forecasting capacity and demand is critical. As Regina Lappin, Chief Process Officer, shared:
“There was honestly no other product as intuitive as Beeye...control and flexibility for resourcing projects, resource matching for fast conflict resolution, and the ability to see what our recurring work schedule looks like next year before we layer in new clients or proposed work."
With Beeye in place, the firm is positioned to continue expanding while maintaining the balance between client demands, staff development, and profitable growth.
“Johnson Lambert’s focus on employee experience and client success embodies why we built Beeye,” said Adrien Sicard, CEO of Beeye. “As a B Corp, we’re proud to help them scale that commitment through smarter resource and project management.”
⁂