Real-Time Field Data
Branch streamlines
operations with Riskcast
"It's intuitive and easy to use. We haven't done any additional training since the rollout."
Branch is an employee-owned company, operating across the Mid-Atlantic for over 60 years. Branch's civil division has over 800 employee-owners managing over $450M worth of projects annually. Branch also owns and operates their own fleet of modern heavy equipment.
The Challenge
Branch was using a custom built, in-house system to help accurately forecast their projects. Accurate forecasting included job cost and revenue. At the time they were using Vista for accounting and were using paper and Excel timesheets for capturing time and quantities. Their aging custom system needed to be rebuilt or replaced.
The Search for a Solution
As they were considering rebuilding their aging system they began looking in the market for a holistic forecasting solution. As they evaluated what was available, they determined their first priority needed to be moving from paper (and Excel) timesheets to a digital system. As a first move they explored Vista Field Management, an option offered by their accounting system. They spent 8 months testing and piloting but it just didn't work for them. When they realized Vista's time solution wasn't a fit, they began looking at alternatives including Riskcast, B2W and HeavyJob.
THE RESULTS
After evaluating all three, Branch determined Riskcast was the best fit for their immediate needs and a possible fit for the future. Their initial plan would be to roll Riskcast out for time and quantity entry and continue working with their product team on the larger goal of forecasting.
Easy to use
Riskcast is intuitive and easy to use. The intuitive part about Riskcast really helps in training. With only an hour and half of initial training on the first projects Branch was not giving additional training. "It's not needed. Our folks in the field are able to go 'all right, here's what we're using. Here's how you use it.'"
Integrated with Vista
With Riskcast's integrations, pulling data from Vista is easy. When a new project, cost code, employee, etc. is added in Vista, within the half hour they show up in Riskcast. Pushing to Vista can be more difficult but Riskcast supports both hours and quantity updating. Riskcast takes the heavy lift in creating the integrations.
Future forecasting
Riskcast understood the goal of revenue forecasting and was already advancing job cost forecasting when Branch decided to sign their multi-year contract. As a focused solution, Riskcast was interested in advancing functionality for their market. The team at Branch knows the benefit of using a 3rd party system and has hopes to be able to use Riskcast for forecasting in the future.
The Riskcast Solution
Riskcast replaced Branch's paper and Excel timesheets with a modern, cloud-native solution for time and quantity entry. The intuitive interface meant minimal training was needed, and the Vista integration ensures data flows seamlessly between systems.
Branch is now positioned to expand their use of Riskcast for forecasting as the platform continues to advance its job cost and revenue forecasting capabilities.
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