Case Studies

Centralising workflows for a project consultancy

Xergy GroupDecember 21, 2021
low-cost software Successful Proposals Winning Proposals work management solution
Beinit Energy Case Study

The Challenge

BEINIT Energy is an international energy consultancy, project and construction management company who run a number of fixed price contracts throughout the Middle East and Asia. Managing project costs across this portfolio of projects is critical and included. Project factors included international team management, 3rd party costs, expenses, and procurement costs. In addition, the development of the tender involved teams across MENA and Asia, including significant time zone differences, which resulted in the added complication of multiple revisions of the tender. BEINIT Energy needed an integrated solution that allowed them to manage the tender, the international teams, the project, and its associated costs in a centralised and controlled work management solution.

The Solution

The Xergy onboarding team worked with BeInIt Energy to set them up on Proteus within 48 hours.  Proteus client onboarding includes a dedicated Customer Success Manager. Proteus worked with BeInit Energy to train staff, add all current proposals and projects to Proteus and set up the system backend to ensure that all core data from tenders to project delivery is accurate, as well as centralised and controlled.  

All of the key elements in the tender; engineering, procurement, construction, commissioning, team profile, work breakdown structure, schedule, milestones, and deliverables. These were pre-configured in Proteus, ensuring the teams used consistent accurate data across multiple documents.  

When the tenders were won, Proteus automatically transferred the information in the final tender from Proposal to Project Management, adding all costs, forecasts, deliverables, payments and risks, which were then tracked and displayed in Proteus Dashboards.

The Result

BeInIt Energy now has a unified controlled solution which centralises all team, equipment, software, contract, and client data and supports proposal and tender development, project management, and finance and invoicing across all aspects of their business. Proteus has enabled BeInIt’s new business team to deliver their proposals faster, more accurately, and with zero errors, and the project managers are now in full control of each project.


Read more to find out more about how Proteus can help you run your business efficiently, or get in touch with our team today.


Client: BeInIt Energy

Category: EPC Contractor

Company Size: 50

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