California Engineering Firm Keeps Billing Staff Small with CCG Electronic Invoicing

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Increased efficiency and improved tracking are key

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The tracking ability saves me an enormous amount of time and stress.

California engineering firm ENGEO recently implemented Central Consulting Group (CCG)’s Electronic Invoicing software for Deltek Vision to improve billing efficiency.

“By switching from a manual invoice review process to an automated process with CCG Electronic Invoicing, we’re able to process 400 invoices a month with just one billing specialist,” said ENGEO Controller Lora Dominick.

ENGEO’s manual process involved creating and emailing PDFs of invoices to project managers to review, along with supporting documentation. Project managers would send back marked-up draft invoices whenever they were done. “It was very difficult to keep track of which invoices had been reviewed and which hadn’t,” said ENGEO Senior Billing Specialist Stacey Landry. “Each month I had to create a manual checklist, and make a lot of follow-up phone calls and emails to project managers.”

With CCG Electronic Invoicing, project managers are notified via email when draft invoices are ready to review online. They can then mark up the invoices electronically with built-in notation tools, and the system keeps track of which invoices have been reviewed. “I can go into the system and see which invoices are ready to send to clients,” Landry said. “The tracking ability saves me an enormous amount of time and stress, and because project managers are reviewing invoices faster, I can get the invoices out the door faster.”

ENGEO Incorporated is a comprehensive provider of geotechnical, environmental, hydrologic, and geologic engineering, and construction testing and inspection services. Founded in 1971, ENGEO is a celebrated, employee-owned firm with eight offices throughout California and one in New Zealand. ENGEO is organized into client-based, multi-discipline teams designed to respond to the needs of our public, institutional and private clients. ENGEO provides comprehensive solutions for the myriad of issues faced by our clients with exemplary service and professionalism.

About Central Consulting Group (CCG)
CCG serves architectural, engineering and professional services firms across the United States and Canada by helping them get more out of their software. As a Deltek Premier Partner, CCG specializes in implementation and customization of Deltek Vision ERP software, and extends the core Deltek Vision application by offering a suite of powerful, proprietary add on financial products.

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Jim Falkanger
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