Customer Success Story
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.
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.”
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.
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Discovery & strategic alignment — understanding Dunsky’s vision
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.
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Software configuration — building the right solutions
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.
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Implementation & process optimization — a thoughtful, strategic rollout
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. This collaborative and strategic mindset ensured Dunsky wasn’t recreating their old processes but leveraging Klient PSA’s full potential to build a more scalable, efficient system.
“Before we even signed a contract, they had meetings with us to look at how a probability-based forecasting feature could be built into the system. They were committed to our needs, which made us feel comfortable moving forward and trusting that this new feature would actually meet our needs.”
The Outcome
Now, with centralized data, Dunsky has transformed the way they plan, execute, and forecast projects.
More accurate proposals
With historical project data at their fingertips, Dunsky has significantly improved the accuracy of their proposals. By benchmarking planned vs. actual project hours, they confidently align estimates with real-world execution — reducing estimation errors and preventing scope creep.
Effortless resource planning
With Klient PSA’s Resource Planner, the entire process is now seamless and automated. Project managers can instantly create and assign project resources, with real-time visibility into team capacity and workload distribution — all within a single, unified platform.
Smarter decision-making
With 100% of employees actively tracking time, Dunsky has complete visibility into project progress, staffing needs, and financial forecasting. Invoicing is fully streamlined — PMs receive in-system notifications, review in a single click, and approve with one action, eliminating back-and-forth emails.
“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.”
“Nathalie Adams, Klient Advisor, played a pivotal role in Dunsky’s PSA transformation by providing expert guidance tailored to their unique needs.”
