For Stacey Ball, Operations Manager, and Meghan West, Project Specialist, the need was clear; replacing spreadsheets with a centralized, integrated system that could scale with the firm to support resource management for pan-service and pan-location.
That solution is Beeye, integrated with PracticePro 365.
Kruggel Lawton Needed a New Approach to Managing a Cross-Service, Cross-Location Workforce
As Kruggel Lawton continued expanding, the firm quickly recognized that its existing scheduling and capacity tracking methods could no longer keep pace with its growth.
Stacey Ball, who oversees strategic resource management across all practice areas, explains, “we definitely needed software to help us track the capacity that we have with our resources at the firm.”
A major driver of this need was the firm’s workforce model. Kruggel Lawton employees do not operate in traditional, siloed teams. Instead, nearly every team member works across at least two of the firm’s three service lines Audit, Tax, and CAAS, and a handful of employees contribute to all three. This pan‑service structure enables the firm to stay agile and fully leverage talent across the organization for optimal utilization and realization.
As Stacey explains,
“One thing that is unique to Kruggel Lawton is that we do have staff who are able to work in multiple practice areas. And so having a tool that showcases what their weekly schedules would look like and a tool that can work with multiple practice areas was huge for us.”
Layered onto this complexity is a pan‑location operating environment. Kruggel Lawton’s workforce spans seven office locations across three states and fully remote employees in other states. Managing a workforce for this distributed and cross‑functional team would be nearly impossible without a centralized, intelligent system.
Beeye is the solution that makes this model sustainable. Beeye allows the firm to coordinate staffing fluidly across disciplines and locations to meet firm‑wide needs and goals. This capability demonstrates that Beeye can support not only mid‑sized firms but also large, distributed, enterprise‑level organizations with diverse resource‑management requirements.
Choosing Beeye for People and Technology
As Kruggel Lawton evaluated multiple platforms, Beeye quickly rose to the top. In conversations with other firms – particularly from peers in the BDO US Alliance - the same themes surfaced repeatedly. Stacey and her team kept hearing about “the people,” “integration and implementation,” and the “hands on experience” firms received . Beeye, as Stacey put it, “kept coming forefront” during their search.
That same strength carried through during implementation. Meghan described their customer success lead, as “nothing short of amazing,” noting he was “on the ball” and “very quick to respond.”
These experiences aligned with what the firm had heard from others. Beeye’s team provided the responsiveness, partnership, and guidance that helped make implementation smooth and ongoing collaboration easy.
Beeye Integration with PracticePro 365
A key requirement for Kruggel Lawton was ensuring that scheduling and resource management could integrate directly with their Practice Management platform, PracticePro 365. The firm wanted a unified system where clients, resources, projects, and time entry would sync automatically for easy scheduling, rather than living in disconnected tools.
During the selection process, Meghan highlighted why this capability mattered:
“Beeye was chosen based on its ability to be user friendly, while also being able to integrate with our practice management software, which can be somewhat difficult to integrate with.”
Because of this software integration, Kruggel Lawton now benefits from real time updates across schedules, engagement planning, and project workflows, all without manual transfers or duplicate data entry.
Visibility Into Capacity and Budgets
For Kruggel Lawton, Beeye is more than a scheduling tool. It gives the firm clearer insight into how work is balanced across teams and how engagements are performing. Stacey emphasized how important it is to see both capacity and financial expectations in one place, highlighting Beeye’s ability to support “budget,” “capacity,” and “availability” for each resource.
"We like that Beeye allows us to input budgets directly into the software, so we have good reporting for the entire process from budget to actual to scheduled. We can make sure that we have the right resources and we are servicing our clients as needed.”
These capabilities help the firm ensure that the right people are assigned to the right work, and that proactive changes to schedules can be made to maintain margins, delivery commitments, and fair workload distribution.
A User-Friendly Experience with Security Built-in
A smooth transition to new software depends on two things: how easy it is to use and how easy it is to access. Meghan shared how important this was for the firm, noting that she appreciated how Beeye is “user friendly” and “not clunky.” That simplicity made it easier for teams to adopt the new system.
Another boost to adoption came from how staff log in. Single sign on has become a hidden hero of change management because it removes a barrier to using new tools: keeping track of yet another password. From an IT perspective, user management, onboarding and offboarding is much simpler too. Meghan emphasized this advantage when she said, “From a security standpoint, we appreciate that you integrate with single sign on to make security access a little easier to maintain.”
With SSO, everyone signs in the same simple way. No extra passwords, no separate accounts, and no added steps. It makes getting into Beeye fast, familiar, and secure - helping the entire firm get up and running fast.
The Results
With Beeye directly integrated into PracticePro 365, Kruggel Lawton now manages scheduling, capacity planning, and engagement forecasting in one connected system for the entire firm. What once lived in spreadsheets is now a centralized, scalable workflow that syncs clients, resources, projects, and time entry across the firm’s three service lines and multiple locations.
What the firm gains with Beeye integrated with PracticePro 365:
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Plan and forecast with confidence as the firm grows
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Work staffed fairly and intelligently across teams and locations
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Collaborative “pan-service and location” model without bottlenecks
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Real time visibility of workloads, engagements, and financials with PracticePro 365 integration
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Connected budget, actuals, and scheduled work keeps engagements on track
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Less admin and fewer manual handoffs
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Faster adoption and secure user management
See the Story Come to Life
🎥 Head to YouTube to hear Stacey Ball explain this transformation in her own words.
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