Case Study: Edison Consulting x Projectworks

Edison Consulting x Projectworks

About Edison Consulting

Edison Consulting is a well established and trusted NZ owned energy infrastructure consultancy with several offices across New Zealand.

They provide highly specialised design, project management and professional services to a wide range of clients in New Zealand’s energy sector. Built on a family-friendly culture and flagship values of integrity, initiative and intelligence.

The company, which has approximately 80 staff, has been using WorkflowMax as their job management platform for 12 years. The WorkflowMax changeover presented an opportunity to reassess their best fit software to have greater visibility over revenue forecasting, resource planning and specific project health metrics.

The company engaged Heidi Seal to support their internal team in reviewing, testing, and implementing an alternative solution.

Finding the right solution

  • “We had a strict timeline in which to make a decision, and prepare for a smooth transition. It was important to not only find the right solution, ensure our data was represented with integrity.”

  • “We needed our team to feel onboarded safely and securely with minimal disruption to settle into the new platform”

  • “We saw this as an opportunity to make a calculated change to setup the business to extend the capabilities of the core platform and our spreadsheets to in one central place. We needed to be able to scaffold the additional functionality gradually to minimise disruption.”

Working with Heidi

“Heidi is a true partner from start to end of the process. She takes the time needed to understand your key criteria and is dedicated to a successful outcome.”

Edison Consulting has achieved the following in this process

  • Clear Requirements Document and scoping process under a condensed timeline

  • Contribution from key team to ensure that all important points were detailed in a granular manner, with no room for assumption or skewed interpretation

  • Thorough testing to ensure data, project structure and project process could be satisfactorily facilitated in the software prior to Go Live

  • A smooth transition to new software with the first full invoicing round being completed without high stress and confusion

  • Able to introduce greater financial controls facilitated by the software

  • Mapping of the setup of the project structure in software to better reflect the project pricing structure used to scope and plan projects

  • The software foundation that will allow greater financial controls, transparency on projects, aligned project billing and streamlining of financial processes

  • Built extensive dashboarding and reporting tools via Projectsworks’ direct API capability to enable real time business performance indicators 

  • Ultimately the new platform will support Edison Consulting to take on scale and growth in alignment with its strategic objectives in the years to come


Heidi Seal