Timesheet Management and Billing Automation Solution

Our client SRC Engineering is a Canadian, multi-discipline engineering consulting firm delivering project work across electrical and mechanical services. Their teams operate in a project-based delivery model where accurate time capture and clean billing support both profitability and client trust. As the firm grew, they needed a more reliable way to capture time, reduce month end administrative load, and produce invoice ready summaries without relying on spreadsheets and manual reconciliation.

Profile Highlights

  • Industry: Engineering consulting
  • Service mix: Multi-discipline delivery (electrical and mechanical project work)
  • Operating model: Project-based delivery with shared resourcing across jobs
  • Business priority: Faster time entry, fewer billing errors, and clearer visibility into project effort

Key Challenges

  • Inconsistent time capture: Spreadsheet entry depended on staff remembering the right codes and formats, creating frequent errors
  • Late discovery of issues: Problems often surfaced at month end, when corrections were disruptive and time-consuming
  • Manual month-end compilation: Admin staff had to sort, package, and reconcile time by employee and project, which did not scale
  • Billing complexity: Invoices required aggregating hours across multiple employees and breaking totals down by discipline and project, increasing the risk of mistakes and delays
  • Limited visibility: Management lacked timely reporting on project effort because data lived inside spreadsheets and month-end routines instead of an always-current system

Problem

Timesheets were being captured through an Excel-based process that required staff to manually enter hours against project numbers and types of work, then rely on internal staff to compile and reconcile information at month end. This created friction in three places: time entry, timesheet compilation, and invoice preparation.

Solution

West X delivered a timesheet management solution that replaced spreadsheet-based entry and month-end compilation with a structured app experience and automated outputs. The goal was to reduce admin effort, improve billing accuracy, and provide better visibility into project work without adding operational overhead.

What We Delivered

  • Guided time entry for employees
    • Standardized capture of project number, work type, date, and hours
    • Reduced dependence on tribal knowledge and spreadsheet formatting
    • Improved data quality by allowing staff to review and validate before submission
  • Structured review workflow for managers and administrators
    • Early review to catch missing or incorrect entries before month end
    • Clear path from entry to review to final submission to support billing readiness
  • Automated outputs to support month-end close and invoicing
    • Employee level time detail produced in a consistent, repeatable format
    • Project and discipline summaries generated for invoice preparation
    • Reduced manual effort tied to reconciliation and client billing clarification

Technology Used:

Modern logo design with purple and pink geometric shapes for West X Business Solutions.
Power Apps
Vancouver business solutions logo with green abstract design.
Dataverse
Swoosh logo representing West X Business Solutions.
Power Automate

The Results

SRC Engineering moved from a manual, spreadsheet-based process to a streamlined system that reduced administrative effort, improved billing accuracy, and created a more reliable foundation for project reporting. Time entry became faster and more consistent for employees, while structured review reduced downstream corrections. Month end processing became significantly easier because timesheets and billing summaries were generated in a repeatable way instead of being manually assembled. Management gained clearer visibility into hours and project activity, enabling faster decision making and better control over billing and delivery performance.

Outcomes

  • Reduced month end administrative load tied to compiling and reconciling timesheets
  • Improved billing accuracy through standardized capture and structured review
  • Faster invoice preparation with consistent project and discipline summaries
  • Better operational visibility into project effort without waiting for month-end reporting

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