Key Results
Higher Adoption
Teams embraced the system early, finding it more intuitive and easier to use than Deltek Ajera.
Cleaner Financial Operations
QuickBooks syncing stabilized, duplication was removed, and invoice templates became easier to create. Managers gained faster access to financial data.
Faster Support and Training
Questions were resolved quickly, and training materials made onboarding easy for new and existing staff.
Lower Resistance to Change
The clear interface and reasonable setup time helped staff adopt the new system with confidence.
Overview
Semple Brown Design had reached a breaking point with Deltek Ajera, unreliable QuickBooks integration, and legacy workflows that made daily work difficult. The team needed a modern platform that was easy to use, offered clear financial visibility, and provided dependable support.
Factor delivered a cleaner, more intuitive system that simplified operations, improved adoption, and removed the friction created by legacy tools.
Challenges
Semple Brown faced several operational and technical challenges that affected productivity and created unnecessary work.
Unreliable QuickBooks Integration
Their previous tools had inconsistent syncing that blocked workflow improvements, created financial complications, and disconnected important financial data.
Legacy Tools and Inefficient Processes
Financial reports were slow or unavailable. Interfaces were difficult to navigate, and teams often turned to manual spreadsheets to compensate for system limitations.
Low Usability and Adoption
The existing tools were not intuitive, and the team needed confidence that a new platform would be easy to learn and would support their daily responsibilities.
Resistance to Change
Switching from long-standing processes felt risky. The team needed reassurance that support, training, and a clearer workflow would be available during the transition.
Solution
Semple Brown selected Factor for its modern design, reliable two-way QuickBooks sync, and easy user experience.
QuickBooks-Friendly Platform
Factor offered accurate and dependable two-way syncing that eliminated duplication and restored trust in financial data.
Operational Clarity
The team gained clearer insight into pass-through costs and more accurate financial data, helping project managers make stronger decisions.
Improved Team Adoption
Training, quick responses, and clear materials helped staff feel supported during the transition. The interface made daily tasks easier and reduced friction.
Reduction in Manual Work
Centralized project information, invoice templates, and financial tools reduced reliance on spreadsheets and removed unnecessary steps from daily workflows.
Implementation
Factor provided a structured and supportive rollout that helped the team adopt the platform quickly.
- Role-based training for administrators, project managers, and finance staff.
- Guided onboarding that included data validation, invoice template setup, and workflow mapping.
- Responsive support available whenever questions came up.
- QuickBooks connection moved in-house without disrupting ongoing work.
- Monthly meetings to review new releases and adopt emerging best practices.
- Legacy tools and spreadsheets were gradually removed as the team grew more confident.
The transition was steady and smooth, and the team continued serving clients without interruption.
Conclusion
Semple Brown replaced outdated tools with a modern, reliable system designed for clarity and simplicity. Factor improved adoption, reduced operational friction, and delivered the financial visibility the team needed to manage their projects with confidence.
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