CPM’s Growth Trajectory Supported by UniPhi Solutions

Overview

CPM Advisory & Project Management, a well established independently owned Australian advisory and project management consultancy firm, has built a strong reputation in delivering value across the entire project lifecycle. With a client-centric approach, CPM supports governments, asset owners and project owners in the infrastructure and building sectors, through every project phase. As their project portfolio, client base and team expanded, they identified the need for a modern, all-in-one digital platform solution to streamline operations, improve collaboration and maintain their commitment to delivering value-driven outcomes. Their solution was UniPhi, an award winning, cloud-based Project and Portfolio management system, known for an adaptable software configuration and a user-friendly interface. UniPhi software provided enterprise solutions that aligned well with CPM’s operational objectives and unique challenges associated with rapid company growth. The result was a company-wide change, as UniPhi solutions introduced novel and efficient ways of working, solidifying CPM’s position as an industry leader with sustained growth

Challenges

CPM Advisory & Project Management’s diverse project portfolio spans across urban development, utilities and energy, renewables and sustainability, water, transport and civil and social infrastructure projects. As the firm grew and expanded its business, services and client base, it recognised the need for an advanced software solution to have real-time data visibility, automated workflows and unified reporting. Using UniPhi as an enterprise solution, the key objective was to streamline operational efficiency within their portfolio of services, including strategic advisory, transaction management, design management, project management and construction management. CPM recognised that while their existing processes had been working well, they needed enhancement to keep up with their rapid business growth.

Seeking smart solutions, they set out to elevate their practices with a best-in-class system. After a thorough evaluation, CPM selected the UniPhi platform as an ideal software solution for them. UniPhi offered a modern, integrated and unified digital space that could streamline operations and meet their growing needs.

As Jacinta Koperberg, General Manager Governance and Corporate Services, shared:

“Combining UniPhi’s timesheet system with in-built consolidating reporting, we are able to complete payroll within a day compared to four days. Thanks to UniPhi’s contracts and document management modules, we can send invoices to clients within a week.”

The firm’s key objectives included:

• Efficiency Gains Through Automation - These included the processing and management of payroll, timesheets, billable hours, invoicing, project’s initial scope of work, variations and adjusted contracts, resource planning, contracts, rates, revenue invoicing, company profitability by project and team utilisation.

• Real-Time Insights - Centralising data across projects and teams to allow for faster, informed decisions and enhance project management.

• Scalability to Support Growth - With expanding workflows and an increasing client portfolio, CPM sought a software system capable of supporting their continued growth trajectory, while maintaining high performance.

Solutions

UniPhi’s digital platform was tailored to address these objectives, and quickly configured to deliver robust features designed to unify, automate and optimise operations for CPM Advisory & Project Management.

• Streamlined Payroll with Timesheets - UniPhi’s integrated timesheet system reduced payroll processing from four days to just one. By consolidating time sheets tracking and reporting, CPM had real-time visibility into hours worked, including billable hours, improving accuracy and freeing up administrative resources.

• Enhanced Invoicing through Contract Management - Using UniPhi’s contract and document management modules, CPM automated the invoicing process, enabling invoices to be sent to clients within a week. This strengthened client trust by ensuring timely billing and boosted cash flow.

• Real-Time Insights and Unified Data - UniPhi’s digital dashboards centralised data into a single ‘source of truth’. Teams could access live updates on project progress, and management could access data such as project profitability and resource utilisation from any device, at any time.

• Company Profitability and Growth Tracking - CPM could now easily monitor project profitability, track resource utilisation and forecast growth through UniPhi. The system’s real-time analytics provided actionable insights and reports, in their preferred format, for future strategic planning.

These solutions enhanced data transparency, streamlined operations and simplified communication, centrally collaborating teams and all stakeholders.

Conclusion

By implementing UniPhi’s software solutions, CPM Advisory & Project Management set new standards for efficiency, sustained growth and client satisfaction. With UniPhi’s support, CPM continues to deliver exceptional results on a range of projects. This partnership exemplifies how innovative technology can drive operational efficiency, enabling organisations to thrive in their industries.