Bond Bryan Gains Firm-Wide Visibility and Efficiency Through Unified Practice Management

Bond Bryan uses Milient's Project Flow, previously known as Rapport3.

In 2018, Bond Bryan set out to replace fragmented spreadsheets and disconnected documents with a single intelligent system that could continuously analyse and report on business performance. They wanted deeper insight into profitability, time management, efficiency and commercial opportunities, while sharing information seamlessly across the organisation.

“We evaluated a number of different software solutions. Project Flow gave us the best overall package to manage many aspects of our business in one solution”, Rosey Alexander, Head of Technical Operations at Bond Bryan, noted: “Milient’s understanding of the industry, continual development goals and willingness to adapt the system to suit our practice gave us the confidence that choosing Project Flow as a long-term solution was worth the investment.”

Choosing Milient

The Project Flow HR module was particularly appealing, providing fast staff search functionality and comprehensive skills tracking—helping ensure the right people could be assigned to the right projects. It also supports CPD, benefits and recruitment, enabling Bond Bryan to take care of their team both professionally and personally, while identifying opportunities for development.

Bond Bryan explained how the HR module has helped them with their internal staff processes, commenting:
“We use the Human Resources module to assist the Bond Bryan family - by monitoring workload to support our staff, moving resources around within the business and working flexibly to meet the changing demands of projects.”

The ability for Project Flow to assist and enhance their people-first approach was essential.

Project Flow has proven invaluable in enabling seamless remote working—something that became increasingly necessary during the COVID-19 pandemic.

Bond Bryan enthusiastically praised the benefits during this time, noting:
“Live updates of projected fee income are invaluable, and we have been able to create scenario plans to evaluate the rapidly changing fee income caused by COVID-19. We, literally, don’t know how we would have managed without Project Flow and Power BI.”

The automated functionality of Project Flow means Bond Bryan does not need to worry about manually delivering services during hectic times. Accounts and payroll run seamlessly with Sage 50, and project data is available via easy-to-use dashboards.

Their spokesperson adds:
“All of our project data is available to us on any platform, from any location. Our accounts and payroll processes continue uninterrupted, as do our leadership decision-making and project management.”

Without Project Flow, Bond Bryan would have had to rely on spreadsheets and intuition:
“Without Project Flow, we would have continued to send spreadsheets around by email, and make decisions based largely on intuition, experience and estimation”, they explain: “Now, we can use our experience and intuition to evaluate accurate data and build a much more reliable projection of current and likely income.”

Integration and Support

Bond Bryan is not only delighted with the improvements generated by Project Flow but also with Milient’s Customer Service Team.

Their spokesperson remarked:
“The customer service provided by all aspects of the Milient team has been second to none: from the software demonstrations, through the setup/data migration and then onto the support team and account managers. At every step, we felt that Milient took time to understand our business, its processes and its needs.”

Project Flow has proven to be adaptable to their business processes:
“We have been able to customise aspects of the system to suit, which has enabled us to continue previous reporting systems, plus expand them with new ones. Whether we request tweaks to the system, assistance with training or report technical issues, the support team is fast, efficient and very responsive.”

Bond Bryan already knew how to achieve success; they simply needed Project Flow to take their reporting and visibility to the next level—and Milient has been a strong partner throughout.