Spotlight on Customers: BDR Partners

Hear how BDR Partners transformed the way they manage their capital projects by using Kahua.

Transcript: 

BDR had been using really rudimentary tools like Excel to do their project management and budget management. That's really the meat of what we want to present to our customers is accurate and clear budgeting information. And we just found that we were seeing too many, inconsistencies and tomany inaccuracies.

So we went to market to find a tool that would help us to enforce rules and help to make sure that all the calculations were being done correctly and we were presenting information to our clients the way that they needed to see it. And across all of the different tools in the market, Kahua was the one that matched us culturally and matched our needs the best. Kahua was a company that, we felt we could work with, and their tool is so adaptable that we felt that we could enforce the workflows that we like to work with. We could do signature processes across our contracts and change orders, and we just felt like taking it out of the box, we could use it, but we could also customize it and make it work for us the way that we work.

We had some project managers who were a little reluctant to jump on the Kahua bandwagon with us, and what we found was they were doing double duty, and they were entering data in Excel, and they were entering data into Kahua at the same time. And one of the really telling parts of Kahua and one of the reasons we love it so much now is that we've discovered that Kahua was keeping the guardrails on the projects, whereas Excel allowed our PMs to make too many changes.

And we discovered multi thousand dollar discrepancies that would crop up when a project manager would inadvertently enter something incorrectly in Excel, but Kahua always enforced the rules and always made sure that the calculations were correct. And we knew that what we were presenting to our our clients that we got out of Kahua was right. We could do better forecasting of future projects. So all of the data that we're gathering now in Kahua, when we enter something against an electrical line item, electrical is always electrical.

It's not, whatever our project manager decided to call it in Excel. The work breakdown structure in Kahua enforces the rules and makes sure that we have comparable data across all of our projects for us to do analysis on square footages or equipment costs. So we find that our projections for some of our our planning efforts are a lot more accurate now that we're using Kahua. BDR prides itself on being as open and transparent with our clients as we can be.

That is the way to build trust on a project team, and that's the way that we like to run our business from internal to external with our clients. And Kahoot allows us to do that. Our clients can see any documents that we upload into their project. They can see any of the budget data that is available out there.

And we really pride ourselves, on being able to share with them and and give them that confidence in what we're doing.