Customer Success Story
From Manual to Automated: How Vera Solutions Transformed Resourcing and Project Management
Vera Solutions replaced its homegrown system and Google Sheets with Klient PSA, creating a single, Salesforce-native source of truth for projects, resourcing, and time tracking.
The results
Timesheets logged
Every billable hour captured — logged faster, and more accurately, than on the old system.
Non-billable time on projects
Non-billable time is now tracked on-platform and actively managed down — one of several changes contributing to the improvement.
Project budget health checks
“80% done but 30% of budget left — what’s the plan?” asked with weeks to act, not after the fact.
Source of truth
Standardized project management from project creation through time, budget, and risk.
“Klient enabled us to move from maintaining a custom-built system to a product that evolves rapidly, allowing us to focus on optimizing project delivery rather than maintaining the tools behind it.”
The Challenge
Before 2021, delivery relied on a homegrown resourcing tool and Google Sheets. With project data sitting outside the resourcing system, it was difficult to accurately forecast capacity and scale delivery efficiently. As Vera Solutions grew, maintaining internal tools consumed valuable technical capacity and limited the scalability of project delivery.
“Our homegrown tool was really basic. Because projects were managed outside the system, it was difficult to get a comprehensive and accurate picture of resource capacity versus demand across both our pipeline and active projects.”
Why Klient PSA
Two capabilities decided the evaluation of Salesforce PSA options: the visual resource planner — Salesforce resource management with capacity at a glance, this week and months out — and Salesforce time tracking the team would actually use. A discovery-led implementation took Vera Solutions live in 2021.
Before Klient PSA
- Homegrown resourcing tool, projects in Google Sheets
- Capacity versus demand hard to see across pipeline and active projects
- No way to track utilization or billable targets
- Time tracking fragmented and off-system
- Technical capacity spent maintaining internal tools
With Klient PSA
- One platform: projects, resourcing, and time
- Real-time capacity and forecasting in the resource planner
- Target utilization tracked, week over week
- 100% of timesheets logged
- Team focused on delivery, not tool maintenance
A partner, not just a vendor
Five years in, Vera Solutions works with a dedicated Klient customer success manager quarterly, backed by the support desk, customer community, learning pathways, and monthly product webinars. Customer challenges and ideas feed Klient PSA’s roadmap directly.
“Klient is ahead of the curve. Innovation happens incredibly quickly, and Klient genuinely partners with its clients. The ability to influence the product and help shape where it goes is incredibly powerful.”
What’s next
Deeper use of Snap Workspace for client-ready project visuals — and Klient PSA’s MCP as the next step-change in how the team works with the platform.
