Analyze Consulting Ditches Dissconected Spreadsheets

Company Overview

Analyze Consulting is a management consultancy based in South Africa, specializing in business optimization, strategy execution, and change management. The firm helps organizations achieve operational excellence through practical, results-driven solutions.

Headquarters:

Newlands, Cape Town

Why Analyze Consulting Chose OnePlan

As a consultancy dedicated to improving operations for other businesses, Analyze holds itself to the same high standards it recommends to clients. After over two years of evaluating tools that could unify their project planning, financial tracking, and resource management, OnePlan emerged as the only solution that met all their needs. With a growing client base and increasingly complex internal operations, Analyze sought a unified project and portfolio management tool to streamline execution and scale effectively.

Previous Solution:

Spreadsheets

Department:

Operations, PMO

Industry:

Management Consulting

Employees:

100

Featured Highlights

  • Resource Planning and Allocation
  • Time Tracking
  • Financial Tracking and Budget Integration
  • Reusable Project Templates
  • Centralized Risk and Issue Management
  • Executive-Level Dashboards and Real-Time Reporting

Top Challenges

  • Siloed project and financial data across tools
  • Limited visibility into project progress and profitability
  • Manual, spreadsheet-heavy processes
  • Leadership bottlenecks in decision-making
  • Disconnected time tracking and resource management

Analyze Consulting had outgrown its patchwork of disconnected systems with separate tools for project tracking, financial oversight, and time entry created inefficiencies and hindered collaboration. Key information lived in spreadsheets, emails, or HR software, requiring leadership to manually piece together a view of project health and profitability. Time tracking wasn’t aligned with project plans, and resource allocation was inconsistent across teams.

These gaps slowed decision-making, increased overhead, and limited the team’s ability to proactively manage client delivery. Analyze needed a solution that would bring everything into one place—projects, finances, and people—and give every team member visibility and ownership.

OnePlan offered a configurable, all-in-one platform that could consolidate operations and provide real-time strategic visibility. Its adaptability, Microsoft-friendly environment, and depth of capabilities across portfolio, resource, and financial management made it the ideal fit. The decision was grounded in rigorous testing, stakeholder feedback, and a proof-of-concept trial that demonstrated the tool’s potential across the organization

Analyze Consulting implemented OnePlan as part of a strategic initiative to unify its project management, resource allocation, time tracking, and financial oversight—all within a single, integrated platform. As change management experts, the team applied the same best practices they advise their clients to follow: a disciplined, phased rollout with strong change leadership and hands-on support.

The implementation began with clear planning, thorough requirements gathering, and a proof of concept to validate OnePlan’s fit. Key stakeholders across all levels from delivery consultants to senior leadership were engaged early to ensure alignment and buy-in. Change agents within the business were designated to guide adoption and provide real-time support.

Rather than deploying all features at once, Analyze used a phased rollout:

  • Phase 1 introduced project planning and tracking, replacing spreadsheets with structured timelines, milestones, and ownership assignments.
  • Phase 2 added time tracking and resource allocation, moving away from disconnected HR systems and aligning timesheets directly to project plans.
  • Phase 3 integrated financial and budget data, enabling real-time visibility into project costs, profitability, and forecasting.

Throughout each phase, user feedback was continuously gathered and used to refine OnePlan’s configuration. Templates were developed to standardize recurring processes, and internal champions supported teams with consistent training. This hands-on, iterative approach helped embed OnePlan into daily operations, transform strategic visibility, and streamline collaboration across the business.

Customer Benefits

  • Enhanced Visibility and Transparency:
    OnePlan provides real-time visibility across the project portfolio, empowering both leadership and teams to act on data, not assumptions.
  • Empowered Teams & Accountability:
    With centralized access to plans and updates, team members can proactively manage work. This decentralization has improved agility and reduced leadership bottlenecks.
  • Financial Clarity and Agility:
    Budgets, expenses, and profitability are tracked in real time. Decisions about resource allocation and prioritization are now informed by live financial data.
  • Increased Productivity & Efficiency:
    Standardized templates and reusable plans reduced proposal creation time by 50%. Executives have regained ~20% of their time for strategic work.
  • Improved Strategic Alignment:
    All initiatives—client-facing or internal—are aligned to company goals, tracked, and measured in OnePlan.
  • Digital Transformation Enablement:
    The rollout eliminated siloed tools and introduced standardized best practices. The organization is now more resilient, data-driven, and ready to scale.
  • Better Client Communication:
    With accurate data and up-to-date reporting, project teams communicate progress more clearly to clients.