Skip to content
Function
  • Automated Billing & Financial Management
  • Comprehensive Project Management & Resource Planning
  • Revenue Operations & Pipeline Optimization
  • Cross-Functional Data Integration & Reporting
Services
  • Accounting Seed and Mission Control Implementation
  • Strategic Salesforce Integration Consultancy
  • Single Source of Truth Architecture Design
  • Project Management System Transformation
Outcomes
  • Significantly higher returns from existing technology investments
  • Dramatically improved productivity across engineering and administrative teams
  • Eliminated data silos and manual processes throughout organisation
  • Enhanced project delivery accuracy and financial management efficiency
Technologies
  • Salesforce Platform (Core Integration Hub)
  • Accounting Seed (Financial Management)
  • Mission Control (Project Management)
  • Custom Auto Assignment & Workflow Systems

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.
TheProbstGroupLogo 2
map

Location

United States

team_group

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.
  • 20250730_2243_Data Silos Unified_simple_compose_01k1e52edye538ge10k263mn71
    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

    package_love
    Advanced Project Management

    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

    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

    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

    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

    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. 

    next_arrow
    prev_arrow
    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

    THE BRYSA WAY™

    The future of Digital Transformation in Engineering

    The future of digital transformation in the engineering industry will be defined by AI, digital twins, and data-driven automation transforming design, fabrication, processing and asset lifecycle management.

    Success will depend on standardisation, traceability and responsible innovation to ensure resilience, compliance, and long-term value in complex, regulated environments.
    View our success stories

    THE BRYSA EFFECT™

    “Brysa helped us understand what our project [challenges] were and to bring technology into play…really knowledgeable with technology and bringing ideas to the table.”

    David Shamash, COO, UniLED Software Ltd.
    next_arrow
    prev_arrow

    GET IN TOUCH

    Got a bold idea or just testing the waters? As a trusted Salesforce Partner in the UK, we’re here toguide you either way. Let’s talk.