Partnership: The Probst Group
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
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.
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.

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
Building Blocks of Success

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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.
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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
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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.
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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