People-Centered Planning: How Raymond Chabot Grant Thornton (PSB Boisjoli) Gained Firm-Wide Clarity with Beeye

“When evaluating new tools it’s important to not only maximise the functionality,” Isabelle explains, “Making lives easier for people was one of my first criteria, Beeye hit the spot.”

According to Larry Brault, IT Director, the firm had been relying on multiple Excel-based scheduling models that had become “very inefficient as we referenced many applications to schedule the work week”. 

Capacity Planning Beyond Spreadsheets 

Isabelle, Larry and the team at Grant Thornton Raymond Chabot wanted to move past the limitations of Excel and gain real-time visibility across projects and people for better capacity planning. 

 “Excel legacy scheduling models were problematic. It was very inefficient and something that's been a pain point for a substantial amount of time - we needed to address and prioritize that”, Larry Brault, IT Director

Beeye integrates with the firms’ IRIS Star practice management system. This enables not only a forward-looking view, but real-time engagement management with the ability to compare budgets and timesheets to scheduled hours. 

Larry explains, "we have multiple syncs throughout the day to get our client, our mandates and our resource data into the system so that everything is smooth and transparent for our end users."

Despite other initiatives competing for attention, Isabelle and her team made Beeye a top priority. “We knew it would be a short, straightforward implementation. The support team was absolutely amazing every step of the way,” she shares. “The response time was great, they were coaching us, and we had weekly touchpoints to make sure everything was on track and we had answers to our questions.” 

Planning Ahead

For firms still managing resources in spreadsheets, Isabelle’s advice is direct: “I think we all need to see capacity in real time and plan further ahead than Excel allows. Beeye lets us look forward and back with amazing benefits to better manage our firm and people”. 

Larry advises to not try and move Mount Everest in a day, “There is a way to do it in phases, but make sure you have proper planning. Make sure you scope it out properly, find out what's important."

Together, their insights reflect how Beeye supports both operational and technical strategy.

With Beeye, the firm can: 
 
✅ Simplify and improve resourcing decisions 
✅ Forward plan capacity in real time 
✅ Align work opportunities with staff preferences and support professional growth 
✅ Compare timesheet hours against scheduled work to improve future planning 

🎥 Listen to Isabelle and Larry’s stories: Watch their videos to see how Raymond Chabot Grant Thornton transformed planning visibility into people empowerment with Beeye.