Partnership: The Probst Group

Case Study

All Industries

Engineering

The Probst Group (TPG), headquartered in Wisconsin, USA, specialises in wastewater treatment solutions and serves clients primarily in the food and beverage industry. As a mid-market enterprise with 70+ employees, TPG's workforce is predominantly composed of engineers dedicated to managing complex project work across multiple client sites and technical requirements.

Location

United States

TEAM

70+ across functions

Challenges faced

Primary challenge: TPG was struggling with excessive time spent entering and retrieving data from multiple disconnected systems.

Engineers were losing valuable project focus time due to manual data entry across Salesforce, QuickBooks, BillQuick, and various Excel sheets.

No single source of truth existed for budget planning, project tracking, or resource allocation.

Additional challenges: Highly manual billing processes requiring constant back-and-forth communication between engineering and accounting teams.

Each project was planned from scratch without leveraging previous project templates or learning.

Underutilised Salesforce implementation limited to basic lead and contact storage, missing the platform's true potential for integrated project management.

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What We did for The Probst Group

We proposed a comprehensive Salesforce ecosystem transformation integrating Mission Control for project management and Accounting Seed for financial automation.

We eliminated data silos, automate billing processes, and create project templates that could be reused for better resource planning.

We established Salesforce as the single source of truth, linking project management with accounting to maximise ROI and engineer productivity.

Building Blocks of Success

Advanced Project Management

Mission Control Integration & Template Repository

Implemented Mission Control within Salesforce to create comprehensive project templates and resource allocation systems.
Built a reusable project library that enables better planning for future endeavours based on historical data and successful project patterns.

Automated Financial Management

Accounting Seed Integration & Billing Automation

Deployed Accounting Seed to automate billing processes and eliminate manual PO generation.
Created milestone-based automatic billing where accounting teams receive instant notifications when engineers reach project landmarks, streamlining financial workflows

Unified Data Architecture

Single Source of Truth Implementation

Transformed Salesforce from basic CRM to comprehensive business management platform.
Integrated all systems to ensure data entered once reflects across all platforms, eliminating duplicate effort and ensuring data accuracy throughout the organisation.

Resource Optimization System

Skills-Based Auto Assignment & Planning

Developed intelligent resource allocation using Auto Assignment Wizard that matches engineer skills and availability with project requirements.
Created automated Gantt charts for real-time project progress tracking and resource planning visibility.

Cradle-to-Grave Pipeline Management

End-to-End Project Lifecycle Integration

Established seamless information flow from opportunity sourcing through project delivery to final accounting.
Connected sales, engineering, management, legal, and finance teams through unified workflows and shared data access.

Impact

The result of our collaboration

TPG team has observed significant improvement in their operational efficiency and project delivery.

Instant information access with data available within seconds across entire project pipeline.

Enhanced project planning accuracy leading to improved timescale, manpower, and budget allocation precision.

Automated billing processes that eliminated manual PO generation and accounting delays.

Engineer productivity boost which shifted focus from administrative tasks to core project work

Unified business operation with all functions operating from single Salesforce platform

Template-driven efficiency provided reusable project frameworks accelerating new project planning

Function

Services

Outcomes

Technologies