Maximizing the Power of Data : Dunsky’s Success with Klient PSA
Driving Clean Energy Forward with Data and Strategy
Dunsky Energy + Climate Advisors is a leading advisory firm that helps its clients accelerate the transition to clean, affordable and resilient energy systems. Dunsky supports utilities, governments, private companies and not-for-profits across the Buildings, Mobility, Energy and Industrial sectors through data-driven insights, in-depth modelling, and strategic counsel.
Quicker Proposal Writing
Accurate Resource Planning
Unified Project Visibility
The Challenge
Before Klient PSA, Dunsky had a strong operational foundation, but their systems were spread across multiple platforms. Project management, invoicing, and time tracking were handled in one PSA, while CRM functions lived in a purpose-built Excel sheet. Resource planning, although advanced, was managed in a completely separate tool.
Dunsky recognized that having everything in one place would improve efficiency, visibility, and collaboration, but they needed more than just a simple consolidation. They wanted a PSA powerful enough to match or exceed their existing in-house resource planning tool, with the flexibility to adapt to their unique processes.
“We needed something customizable and as sophisticated, if not more, than what we already had. Especially on the resource planning side, I found that many PSAs weren’t as advanced as our in-house tool.”
— Marie-Noel Ouellet, VP operations at Dunsky Energy + Climate Advisors
“Before Klient PSA, we had separate tools for project management, CRM, and resource planning. Now, everything is in one place, and we get answers at a glance.”
Marie-Noel Ouellet
The Solution
For Dunsky, choosing a new PSA solution wasn’t just about features, it was about finding a trusted partner who understood their business, challenged their ideas, and delivered real value beyond the technology. From the very beginning, Klient PSA’s Advisory Team went beyond the standard vendor relationship, working alongside Dunsky to ensure they weren’t just implementing software, but optimizing their entire way of working.
From the first conversations, Dunsky’s team noticed a difference in how Klient PSA approached their needs. Rather than just selling them on what already existed, Klient took the time to listen, strategize, and even co-create solutions that fit Dunsky’s unique workflows.
Throughout the implementation, Klient PSA’s Advisory Team didn’t just say “yes” to every request. Instead, they challenged Dunsky to think critically about what would truly serve them in the long run.
Nathalie Adams
Nathalie Adams, Klient Advisor, played a pivotal role in Dunsky’s PSA transformation by providing expert guidance tailored to their unique needs.
1. Discovery stage & Strategic Alignment
Klient PSA’s Advisory Team engaged in deep discussions with Dunsky to understand their business needs, challenge assumptions, and ensure the PSA solution would provide real value beyond just software features.
2.Software configuration
Rather than offering a one-size-fits-all approach, Klient PSA collaborated with Dunsky to design tailored solutions, including a probability-based forecasting feature, even before the contract was signed.
3. Implementation & Process Optimization
During implementation, Klient PSA’s advisor worked closely with Dunsky’s team, providing insights and challenging them to refine workflows rather than just replicating old processes.
– Marie-Noel Ouellet, VP Operations at Dunsky Energy + Climate Advisors
The Outcome
Now, with centralized data, Dunsky has transformed the way they plan, execute, and forecast projects. Here’s what’s changed:
- Time savings in proposal writing
- Enhanced Benchmarking & Forecasting
- Improved communication related to invoicing
- More accurate proposals
- Effortless resource planning & utilization
With Klient PSA’s Resource Planner, the entire process is now seamless and automated. Project managers can instantly create and assign project resources, ensuring real-time visibility into team capacity and workload distribution. Instead of piecing together fragmented data, teams can now quickly access past project insights, optimize staffing decisions, and ensure balanced workloads—all within a single, unified platform.
Having full visibility into resource allocation is a game-changer, but true operational success requires smart, data-driven decisions at every stage.
- Smarter decision-making
With 100% of employees actively tracking time, Dunsky has complete visibility into project progress, staffing needs, and financial forecasting. Planned vs. actual hours can be analyzed in real time, ensuring better resource allocation and more accurate project estimates. With everything consolidated in one system, reporting has become effortless, helping project managers forecast workloads, optimize hiring decisions, and drive smarter business development strategies.
- Automated invoicing
With Klient PSA, invoicing is fully streamlined. Project Managers receive notifications directly within the system, can review invoices in a single click, and approve them with a simple action.
By eliminating back-and-forth emails and manual tracking, Dunsky ensures greater transparency and better communication across teams.
Key Takeaways
- Centralized data improves efficiency, reduces errors, and enhances collaboration across teams.
- Automated workflows save time in proposal writing and resource allocation.
- Real-time visibility into project benchmarks leads to more accurate forecasting and pricing.
- Expert advisory support ensures a smooth transition and tailored solutions for business needs.
What's next ?
Dunsky continues to evolve with Klient PSA. Their next step? Integrating Klient PSA with their new accounting system to further streamline financial processes.
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