COPE Health Solutions Reduces Costs with Resource Planning

Industry: Healthcare

COPE Health Solutions

Customer Challenges:

  • Difficulty tracking time with Excel
  • Accounting and payroll was a slow, manual process
  • Limited insight into project staffing

ClickTime Benefits:

  • Fast and mobile time entry for employees and executives
  • One-click reporting of key metrics
  • Reduction of non-billable hours
  • Ability to staff projects faster and more effectively

COPE Health Solutions provides tools, services and advice to hospitals, clinics, and health care organizations across the country to help them become leaders in the health care industry. Focusing on all aspects of strategy, population health management, Medicaid waivers, and workforce development, COPE Health Solutions drives their clients' success every step of the way.

Powerful Reporting and Automation

Before ClickTime, Van Chang, Director of Finance at COPE Health Solutions and her team used Microsoft Access and Excel to track employee time. Between issues with deleted data, exporting files, and manually creating and recreating formulas on large spreadsheets, tracking time was a major strain on the business. Switching to online timesheets and resource planning software opened a new world of productivity for COPE.

"ClickTime is a game changer," said Chang. "We're able to get the answers we need, and make faster, data-driven decisions around budgeting and managing our projects. And I can now spend time getting insights into our business, rather than making pivot tables and updating spreadsheets.

As COPE has grown, so has their need to automate processes, improve communications, and work as efficiently as possible.

"ClickTime automates so many things for us," said Chang. "Tracking time is easy, but more importantly, getting insights from the data is never more than one click away."

Van Chang headshot

“ClickTime is a game changer. We're able to get the answers we need, and make faster, data-driven decisions around budgeting and managing our projects.”

— Van Chang, Director of Finance at COPE Health Solutions

Saving Time and Money

Chang meets with the executive team every week to allocate staffing, report on budgets, and ensure that team members are working the appropriate amount of hours. It used to take Chang's team dozens of hours to prepare for these meetings, report on projects and budgets, and strategize for future goals.

"ClickTime fundamentally improved how we manage our finances, staff projects, and plan our budgets," said Chang.

Additionally, with ClickTime's mobile app, the COPE team can log in from anywhere and track time on the go. Even without a network connection, ClickTime mobile allows for immediate time tracking and expense management, and helps ensure that employee hours are accurate.

"Many of our employees spend a lot of time on the road. ClickTime mobile makes our lives much easier. We really love it," said Chang.

Increasing and Measuring Productivity

ClickTime reports aren't just for executives. Using Resource Planning, employees are able to log into to ClickTime and see if they are over or under budget for their projects, and quickly understand how many hours they have available for any job.

"Resource Planning allows both management and employees to track time, costs, and projects — and more efficiently work toward our goals," said Chang.

COPE also uses Resource Planning to measure employee performance and understand employee utilization over time. This data enables the team to hold more effective employee reviews, driven by data, rather than speculation or perception.

"The data in ClickTime is priceless," said Chang. "In addition to improving how we plan and staff our teams, we're able to analyze employee efficiency and link real performance data to goals and incentives for quarterly and annual reviews."

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