“Our audit partner was spending at least four hours a week managing schedules manually in Excel,” recalls Elyjah. “Something had to give. We needed a better way to manage resources and visibility across the firm.”
Moving Beyond Manual Scheduling
Like many growing firms, Grossman St. Amour relied on a single spreadsheet for scheduling, a time-consuming process that lacked firm-wide transparency. After evaluating several solutions, Elyjah and the leadership team chose Beeye for its intuitive design, Microsoft 365 integration, and transparent, collaborative approach.
“From the start, it was easy to talk to the Beeye team,” Elyjah explains. “They were open about what was possible, honest about what was still in development, and willing to explore creative workarounds with their developers. That transparency and accessibility made all the difference.”
Integrating Seamlessly with Microsoft 365
One of the firm’s favorite Beeye features is Microsoft 365 single sign-on (SSO). By connecting user accounts directly, onboarding new staff and interns became seamless as no extra logins or credentials were needed to manage.
“The Microsoft 365 integration makes account creation seamless,” Elyjah notes. “No need to learn another password and account, which is especially helpful for newer employees as it’s one less thing to worry about while they’re learning the system”
The team also appreciates the customizable planning views that let each stakeholder manage work in a way that suits their role, “my favorite feature is the custom calendar views, because everybody has their own objectives and preferences, yet it's so clean and easy to share."
Building a Culture of Collaboration
What stood out most to Elyjah wasn’t just Beeye’s technology, but the partnership approach. Beeye’s dedicated implementation team provided weekly touchpoints, quick response times, and proactive guidance to ensure a smooth rollout.
“The communication was direct and supportive every step of the way,” says Elyjah. “We always felt heard, and that’s rare in tech implementations.”
Advice for Other Firms
Elyjah’s advice for firms still relying on spreadsheets is simple:
“Keep an open mind and know what problems you’re trying to solve. There may be some growing pains at first, but if you see the potential for something to make your processes better - reach for it.”
The Results
With Beeye, Grossman St. Amour has replaced manual spreadsheets with real-time scheduling and firm-wide visibility giving partners, managers, and staff a clear picture of capacity, utilization, and priorities.
With Beeye, the firm can:
✅ Assign the right people to the right projects
✅ Balance capacity across teams with real-time utilization data
✅ Integrate seamlessly with Microsoft 365 SSO for secure, easy access
✅ Empower stakeholders to manage differing objectives with flexible plan views
✅ Benefit from Beeye’s dedicated implementation team for ongoing responsive support
🎥 Listen to Elyjah’s story: watch the customer spotlight video to see how Grossman St Amour modernized their scheduling and improved firm-wide collaboration with Beeye.
⁂