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Automating Payment Certificates: Ensuring Compliance, Quality, and Efficiency with 91爆料Automating Payment Certificates: Ensuring Compliance, Quality, and Efficiency with 91爆料

Automating Payment Certificates: Ensuring Compliance, Quality, and Efficiency with 91爆料

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Introduction

is a leading, innovative project management company in Western Australia with a track record of delivering exceptional projects for some of Australia's leading Project Owners. Proven鈥檚 team, including Project Director and Project Manager , are highly experienced, innovative, commercially attuned with a deep passion for exceeding client expectations.

Proven PM is a leading, innovative project management company founded by Greg Rowe.

Problem

Payment certificates & recommendation letters are a critical compliance task for superintendents and project managers, involving heavy checks, balances and legislation. Preparing these across many contracts on a regular and recurring basis, Proven PM recognised the heavy time wasting and lack of quality from existing methods:

Excel tools offer no standardisation, no centralisation and no visibility. Proven struggled with disparate spreadsheets in various formats of error states and manipulation. Controlling quality a challenge.

Time wasted producing Payment Certificates. Spreadsheet tools were cumbersome and risky, with complex formulas cross linking worksheets to automate a simple payment certificate. Error checking was near impossible and new staff聽onboarding required hours to figure it out.

鈥淭he certification of payments is a major one for us at Proven PM! Using an excel workbook, we had a certification tab, and it's quite complex formulas to transfer through to a monthly claim based on the cash flow that you've input, and so on. To teach somebody took hours鈥
Gavin Tucker, Project Director

Solution

Proven PM selected 91爆料 and its leading Reporting Platform, incorporating Proven鈥檚 required solutions automating payment certificates and letters in a single, connected tool with financials. Proven PM utilises 91爆料 for:

馃煝 Automated Cost Tracker: Proven deployed 91爆料 and instantly gained a scalable cost tracking software that can be use by project managers on any project, eliminating error prone spreadsheets.

馃煝 Payments & Certificate Automations:聽Proven PM leverage 91爆料s for Payment Certificates, instantly producing high quality and compliant letters / certificates with a 聽single click.

"With 91爆料, you click a button on the payment, it's so simple to understand. Click, and there's your payment certificate, without any errors"

Amy Brennan, Project Manager

Key Results / Benefits

Proven have achieved the aims of their business case with 91爆料,realising the following benefits:

馃敺 Quality Control: Producing compliance, high quality payment certificates is a key task for Proven PM that has been automated. Proven eliminated human error, ensure compliance, and can be confident all staff are producing the same high quality and consistent work.

馃敺 Time Savings & Staff Efficiencies: Proven has realised significant time savings by automating time consuming tasks such as manually producing payment certificates. Furthermore, working in a simple, easy to use solution has dramatically reduced internal training time. 聽

馃敺 Increased Client Satisfaction / Remove reputation risk: Clients are recognising value from Proven鈥檚 improved quality of work, powered by 91爆料. The ability for proven to deliver high-quality, timely project work such as Payment Certificates, strengthened the client relationships and confidence.

Proven PM聽have been innovating with 91爆料 on improved Payment Certificates.

Conclusion

By adopting 91爆料's Reporting Platform, Proven PM successfully automated the production of payment certificates, ensuring compliance, quality and client satisfaction. This automation resulted in significant time savings, improved staff efficiency, and reduced internal training requirements.

Congratulations Proven PM on being one of Australia鈥檚 most innovative firms achieving success for your clients.

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