TEP reaches new heights with Sitetracker

Challenge

Back in the day, TEP was a small, boutique engineering firm. “Like most engineering firms, we used Microsoft Excel, Access, and Quickbooks, and you use it until it renders itself useless,” said CEO and co-founder, Andy Haldane. “We were really looking for a solution that would help us continue to grow and advance in the industry.”

Since its acquisition by a private equity firm in 2014, TEP has acquired three more companies, specializing in site acquisition, fiber engineering, and construction, but they aren’t stopping there. Growth and M&A are on the horizon, and TEP knew that to scale in the future, they needed to be as operationally efficient as possible.

TEP tried a project management offering from their ERP and it failed. “We started the search for something more specific to the telecom world,” said Haldane.

Solution

“Sitetracker was very good, and we had an easy implementation from the get-go,” said CEO, Andy Haldane. Sitetracker’s functionality wasn’t the only reason TEP chose Sitetracker.

Ease of use was another reason TEP chose Sitetracker. “Trackers look and feel like Excel or a Google Sheet, which we were happy about because we knew everyone would be familiar with it, and be able to use it,” said Kim Martin, VP at TEP.

TEP is leveraging Trackers, Sitetracker Mobile, Intelligent Project Templates, and the Job Scheduler. TEP also has employees enter time worked into Timetracker, uses Trackers to gain a high-level view of finances, and uses reports and dashboards for consistent management reporting. Uniquely, Sitetracker configured custom workflows to tie multiple project activities to individual finance lines and custom logic to allocate expenses to milestones for billing and invoicing. The integration with NetSuite makes it easy for information to flow from one system to another.

Results

After implementing Sitetracker, TEP has established visibility throughout the company, scaled operations effectively to keep up with their growth, and improved customer relationships. Transparency throughout the company stems from solid processes and a single source of truth.

With Sitetracker, TEP keeps everyone on the same page by having all information in one place. “We have a Sitetracker dashboard with financials, sales, and projects,” Martin said. “Every employee, from the new intern to the VP, can see the same dashboard, which motivates people to take ownership and buy into the success of the company because they can see that what they are doing is helping to move the needle.”