TABLE OF CONTENTS
Bringing Replicon Timesheets to Hive to Consolidate Reporting at a Data Provider
The Client
- This company is a leading provider of data, technology, and marketing services designed for salespeople, marketers, and professionals.
- They were facing challenges integrating their existing time-tracking software, Deltek Replicon, with Hive.
- Despite using Replicon effectively for time management, the company needed a seamless way to synchronize this data with Hive Automate to enable better project management and data-driven decision-making.
The Challenge
- The Replicon API was difficult to use, preventing automated data transfer to Hive.
- Administrators wanted to maintain strict control over data access to prevent unauthorized modifications.
- Project managers struggled to consolidate data from two systems, hindering their ability to analyze project budgets and task durations efficiently.
- Without integrated data, managing PTO and resource allocation became cumbersome, affecting project scheduling and execution.
The Solution
Connex implemented an automated solution using Hive Automate. The solution involved:
- Automated CSV Reports: Utilizing Replicon's ability to generate automated CSV reports of time entries and email them regularly.
- Data Parsing and Integration: Building a system to receive these CSV reports, parse the data, and match it to the appropriate employees and projects within Hive.
- Resource Allocation Integration: Leveraging Hive's resource allocation features to provide detailed insights into time spent on tasks, including PTO tracking for accurate project scheduling.
The Results
- The automation eliminated the need for manual data transfers, reducing errors and saving significant time.
- Project managers could now access all relevant data within Hive, enabling better budget analysis and project management.
- The solution ensured that sensitive data remained protected while still being accessible for necessary reporting and analysis.
- Project managers gained a clear view of resource availability and PTO, improving project planning and execution.