Reporting across an architecture practice
The directors, project managers and accounts team needed different things from the same WorkflowMax records. We worked with them as the practice grew, reviewing the data and the reports they used.
We work with architects, engineers, creative agencies, construction firms and consultancies on how their businesses run; from planning a change to working through everyday processes and setting up software.
Our background brings organisational anthropology into business strategy and software work. We put people first because the business depends on their ideas, knowledge and relationships. Strategy gives that work direction; systems need to support it. We move between the three as we learn more about what is going on.
A request for help is often quite specific. We talk through what has been happening, what people have already tried and why they work the way they do.
Understanding what a project has used, what has been billed and what is still to come.
Working out why a project report and an accounts report give different answers.
Sharing information between teams that organise their work differently.
Planning upcoming work around the people available to do it.
Understanding the spreadsheets and manual checks behind a regular report.
Revisiting ways of working as the business grows or changes direction.
This can involve changing software, but it can also mean using the existing tools differently or agreeing how a decision will be made.
The directors, project managers and accounts team needed different things from the same WorkflowMax records. We worked with them as the practice grew, reviewing the data and the reports they used.
A professional services firm had years of quotes in WorkflowMax. We used its existing export to build an Excel dashboard for looking at quote numbers, acceptance and value over time.
A mining and engineering consultancy was planning work in a large roster spreadsheet. We examined what the file held and what a different system would need to preserve.
“Guymer Bailey Architects has been working with Anita Gisch for the past three years, Anita introduced to the business to WorkflowMax. We have really appreciated Anita’s ability to listen to what our objective is with our in-house software needs, as well as how she has guided us through the benefits and limitations that we had, and overcoming this with a tailored approach and patience. She operated as part of our team and has taken the time to audit our information in WorkflowMax data to establish the gaps and inconsistencies with our knowledge, working with this has been very valuable, not only at a Director level but for our Project leaders and finance team also. With her assistance, we now have a solution that talks to the other systems that we have in place. Anita’s on-going support has been outstanding and very much required. Given Guymer Bailey experienced a period of rapid growth in the last two years. We needed to make adjustments with how we report data and the level that we can breakdown information. We could not have done this without Anita. It has been valuable to be guided through how agile the software can be with an expert.”
“We went down a sink hole trying to tackle the integration of WorkflowMax ourselves. Then, we found Gisch Consulting and things got a whole lot simpler and a lot quicker. Anita saved us infinite hours in guesswork and immediately reduced our levels of frustration. She understood our small business swiftly and took away the complexity of software integration. Anita is also a clear and patient trainer and developed easy to follow instructions for ongoing use. Thanks Anita.”
“Anita is a knowledgeable, practical, patient, trustworthy and highly responsive consultant in her expert field, with notably excellent communications skills. She navigates technical challenges for sophisticated clients and those with a lower skills base alike with ease, providing training knowledge that sticks.”
“Anita has an unusual ability to understand how a business actually works. The changes we made to our systems gave us a much clearer picture of our project performance.”
“Working with Gisch Consulting helped us connect our project management and financial reporting. We now have reliable information about project profitability.”
“The improvements were practical and achievable. Within a few weeks we had better visibility across our projects and less manual reporting.”