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How PLM improved time tracking and project management in the energy sector
Case Study
Client
A leading organization operating in the energy efficiency sector, specializing in consulting, energy audits, and the implementation of educational and infrastructure projects, including those co-financed by European funds.
Old methods vs. new demands
The company manages numerous complex projects where precise time and financial tracking is critical. This created the need for a system that would:
- Enable accurate time tracking for project-related work,
- Support data management for partners, clients, and consortium agreements,
- Improve internal communication and allow remote access to tools like the company calendar.
The lack of a centralized system led to data fragmentation, reporting delays, and operational inefficiencies.
Transformation with PLM
To address these challenges, an integrated Project Lifecycle Management (PLM) system was implemented, including:
- Time tracking module - allowing task recording in the context of processes and projects,
- CRM system - supporting relationship management with clients, partners, and stakeholders,
- Contract and project data register - with financial information and implementation details,
- mproved communication processes - including remote access to the company calendar and other tools supporting daily operations.
A new standard for Project Management
Increased operational efficiency
Accurate time tracking enabled better budget control and resource planning.
Improved communication
Remote access to tools supported hybrid work and enhanced information flow.
Streamlined project management
A central data repository and clear task structure provided better oversight of project execution.
Summary
This project proved that a modern PLM system can act as a catalyst for real operational change. By digitizing key processes, the company gained greater control over projects while improving its pace of execution and the quality of team collaboration.
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