How to keep track of 150 active projects

Sam Liptrott, director of OFR (London) uses Synergy to help keep track of 150 active projects.
How do you keep track of more than 150 design projects at a time? OFR Consultants director Sam Liptrott explains how project management software gives him both close-up project progress view and high level business-wide view.

How does a busy international specialist engineering consultancy make sure its business is always on track? We checked in with someone very well-placed to answer that question β€”Β Sam Liptrott, director (London) at consulting engineersΒ OFR Consultants.

OFR Consultants’ clients include owners, designers and builders for private, commercial and public sector works. Founded in Australia in 2011, the UK office opened in Manchester in 2015 and now has offices in London, Edinburgh, Glasgow, Bath and Bicester with 40 employees and growing.

The UK office has as many as 150 activeΒ projectsΒ at a time that Sam and his fellow managers need to be on top of. A system that helps give visibility into the real state of progress is critical. One of its most intriguing current projects is helping design what will be Europe’s largest office block when completed β€” the new Google headquarters at Kings Cross.

A vital construction roleΒ 

All building projects must comply with safety legislation and regulatory benchmarks. The problem is that the rules associated with those standards can be difficult to interpret and, if applied uncritically, can restrict a building’s design.

 

keeping track of 150 active projects

 

The firm’s primary focus is on reducing risk. It offers services ranging from building regulations advice, expert witness support, computational modelling, fire systems’ specifications to strategic operational fire advice. Around 65 percent of its work is in design phase and 35 percent in post-completion.

Recently, landlords’ focus has sharpened following the Grenfell Tower tragedy, so OFR’s expertise is much in demand.

β€œPeople are much more switched on about proper fire safety management than they were before,” Liptrott said.

Home and abroadΒ 

Sam has 20 years’ experience delivering projects in the UK and internationally β€” he started out as a commissioning engineer in the nuclear industry.

β€œThis meant I got to learn how to handle design problems at the sharp end,” he said.

β€œI then moved into fire safety. My approach is delivering practical, performance-led design based on facts and reason, rather than assumptions and doing what was done before.”

Coming from a background of big multidisciplinary, multinational corporates and consulting firms, Sam found that systems and processes for things like finance and project management were robust but rigid and not easy to use.

β€œMost start with a database and add functionality over the years, like timesheet and expense-management,” he said.

β€œWith multiple systems like that, you have multiple logins β€”security and password management turns into a real nightmare. What’s great about Synergy is that it’s all there in one place and much easier to manage.”

A true Synergy fan, Sam said he tries to do as much in the software as possible.

β€œIt’s ourΒ project accountingΒ tool but also a customer relationship management platform,” he said.

β€œThen it’s what we use to do budgeting. It helps us keep in touch with key clients and maintain the relationships that a firm like us really needs. It’s also our expenses system, and the way weΒ track engineer timeΒ against projects, progress against spend…”

In fact, the package seems to dovetail quite perfectly with his job which is, as he sees it, β€œto know how far along we are in the design”.

β€œWith Synergy, I can see at a glance if there is the remaining budget available given how far along the project has progressed. I can see when, say, 50 or 75 percent of the budget is nearly spent.”

Sam has to oversee a great deal of work and it can be a challenge for him to keep track of it all. The thing he is the biggest fan of in Synergy is the ability to β€˜helicopter’ work.

 

Sam Liptrott, director of Olsson Fire & Risk (London) uses Synergy to help keep track of 150 active projects.

 

β€œWe have so many active projects going on, but they are all at different stages of completion. It would be really hard with the old-style corporate systems to be able to β€˜fly low’ and see how individual projects are progressing, but also hover up a level and see how things are going in a more macro sense.

β€œAt the same time, I can see how we’re faring regionally, where we are with cash flow right now, how profitable projects are across the board, and find any areas where cash is coming in too slowly. This is a fantastic way to see overall performance.

β€œIt’s the depth of easily accessible information across multiple projects at various stages of completion that I get. I like things that are intuitive and give me something useful back, and both of those statements are true of Synergy,” he said.

Sam also uses Synergy as part of the process of bringing newer employees up to speed on how the business works.

β€œWe can tailor permissions so junior staff can get to understand the finance on a project without seeing the actual cost behind the billable hours of colleagues β€” which would give away their salaries. That means they have a chance to learn how things work on their own.”

The business also makes use of a finance engine,Β Xero, which Sam says is great but lacks granularity.

β€œI can’t zoom in on an individual project so easily to get a sense of profitability,” he said.

β€œIt’s more for giving us the headline numbers, the overall profit and loss situation. That means if there is an issue, it’s a lot harder to spot the source of the malaise than it would be if we didn’t also have Synergy.”

When push comes to shove, Sam said Synergy’s main benefit is allowing him and his colleagues more time to β€œbuild amazing buildings”.

β€œWe want to spend our time making sure buildings work and are safe. The less time we spend on admin and number crunching, the better,” he said.

β€œAnd that’s what Synergy gives me.”

More To Explore

Total Synergy Logo
Why Total Synergy?

Simplify Product Delivery

Free Your Team to Focus On What They Do Best: Delivering Great Projects

Reduce Project Risk

Reduce Project Risk with Real-Time Financial Insights.

Win the Right Projects

Win Projects That Drive Profit and Avoid the Ones That Don’t.

Receive 24/7 Support

Expert A&E-Focused Support Whenever You Need It.
Solutions

Produce Budgets & Quotes

Make budgeting and quoting easier, more accurate, and less stressful.

Manage Projects

Stay organized, on time, and on budget with tools that drive project profitability and efficiency.

Track Time

Track time effortlessly, stay on budget, and improve billing accuracy at every project phase.

Allocate Resources

Easily see who’s working on what, their availability, and how to best balance workloads.

Process Invoices

Get invoices out faster, reduce delays, and keep cash flowing with clear project finances.

Track Finances

Make budgeting and quoting easier, more accurate, and less stressful.

Decide with Data

Make smarter decisions with real-time dashboards and reports.

Forecast Revenue

Gain crystal-clear visibility into your future revenue, project profitability, and resource needs.

Apply Document Control

Centralize your project information for seamless collaboration, better control, and fewer headaches.

Use Cases

By Practice

Architecture

Deliver Your Best Designs with Project Management Built for Architects

Engineering

Manage Engineering Projects with Precision and Clarity

By Role

Business Owner

Run a Smarter Practice with Less Stress

Finance Leader

Take Charge of Your Firm’s Financial Future with Confidence

Project Manager

Lead Projects Without the Stress

Operations

Simplify Your Operations for Unmatched Efficiency

Resources

Blog

Customer Stories

Webinars & Events

Guides

Videos

Integrations

Customer Support

About

About Us

Careers

Partners

Contact Us

Log In

Book a demo