OCL GROUP

SEEKING BETTER CONTROLS FOR AN INTEGRATED WORKFLOW

Like many contractors, OCL Group initially used Excel to manage their billing. Though Excel is very simple and inexpensive, OCL Group found it didn’t provide the level of control and seamless integrations needed as the business grew, and the admin team scaled accordingly.

As Jenna Hendrickson, Operations Services Lead at OCL Group explains:

“We got big enough that it just made sense to have better controls in place. For example, with an Excel sheet, there’s no locking. We needed consistency and something to integrate our billing with our payroll exports, which was challenging with Excel.”

Hendrickson says that when it was just one administrator and one payroll person, it wasn’t too burdensome, but when OCL Group started adding more resources, it became clear that they needed a more robust solution.

“Having different versions in Excel can quickly turn into a big headache when you think you’re locked and then someone else makes an edit,” she notes.

Inconsistencies were leading to a lot of back and forth, slowing down the reconciliation process, and increasing admin overhead. Plus, Excel could only take OCL Group so far as clients requested more tailored reporting.