The Baumgardner Group

In pursuit of ambitious goals, the Baumgardner team embarked on a quest to find a tool capable of safeguarding its billing process. As the business experienced significant growth, the team became acutely aware that their manual billing system was inadequate in terms of scalability.

Samantha, The Baumgardner Group’s Accounts Receivable Administrator, would spend hours each month painstakingly printing out billing forms for every project manager. After multiple rounds of emails, phone calls, and markups, Samantha would then collect the billing forms, check that every single GC-specific pay app page was in order, and carefully compile each billing package. After submitting the pay apps, she would then have to ensure that Sage 100 was up to date, line by line, with the latest billing amounts. Not only did this process eat up hours each month, but it was also naturally susceptible to errors due to so many manual steps involved.

In an attempt to streamline their workflow, the team implemented a tool that promised to integrate with Sage 100. While the tool helped with waivers and project manager collaboration, it still required manual data entry into Sage 100, causing redundant work and increasing risks of error. To ensure accuracy, the team had to cross-reference and compare information between the insufficient tool and Sage 100, resulting in additional time spent on reconciliation. After dealing with the subpar process for a while and this tool failing to deliver on its integration promise, the team decided to look for an integrated solution for their A/R workflow.

The Baumgardner Group initially chose Siteline because of its Sage 100 integration, but they were quickly impressed with and adopted all of Siteline’s features and capabilities, like pay app tracking and submission as well as team collaboration.

Siteline’s training and customer support made onboarding incredibly easy. Although the billing team was initially hesitant to introduce a new tool to the project managers, they were pleasantly surprised at how receptive the PMs were. They found Siteline to be intuitive and user-friendly.

Even better, according to Jean, “We don’t have to remind [the PMs] to complete their billing.” Previously, the team held a one-hour meeting with all of the 18 project managers and estimators halfway through the month to discuss billing. Now, all of the project managers simply update Siteline, freeing up an hour of everyone’s time (cumulative 20 hours) to focus on delivering their projects to the highest of standards.

“Our project managers have readily adopted Siteline. They like to see where their billing stands with just a few clicks, plus receive email notifications when billing is due,” added Jean.

The team has also been impressed with Siteline’s commitment to customer service. Samantha Meyers, Accounts Receivable Administrator, said, “Whenever there has been an issue or an idea that we present to the Siteline team, they are quick to respond and address the issue in a timely manner... We have worked with Siteline on some features that we specifically needed, and they did not disappoint in making our vision a reality!”