Why and how digital service teams switch to Aerion

Introduction

Why do teams switch to Aerion?

The switch process

Introduction

Less overhead. More delivery.

Aerion connects planning, time tracking, and controlling in one system. Redundant workflows between Sales, Delivery, and Accounting are automated. Your team focuses on what counts.

Why do teams switch to Aerion?

The problem with existing tools

Most PSA and project management tools have the same fundamental problem: they record work, but they don't change how work happens. The same three patterns come up every time.

Core functions still run in spreadsheets

Planning, forecasting, and controlling work better outside the tool than inside it for most teams. Spreadsheets are flexible. But they are disconnected from system data, manually updated, and error-prone. Decisions are based on yesterday's numbers.

More features, less efficiency

Business software packaged complexity as a feature. The result: endless functions behind outdated interfaces that cost teams more time every day than they save. Adoption drops. Data quality suffers. The overhead stays.

Connected in theory, separate in practice

"All-in-one" platforms promise integration and deliver silos. Accounting, HR, and Sales are not really connected. Data gets transferred manually. Context is lost at every handoff.

To bring structure, automation, and visibility back into their operations, teams switch to Aerion.

How Aerion turnes fragmented tools into one connected system

No spreadsheets. Real control.

Spreadsheets appear when the system doesn't meet the requirement. Planning works better somewhere else. Forecasts are maintained externally. Reports are assembled by hand.

Aerion replaces that. Planning, forecasting, and controlling run in one integrated system, directly connected to real-time data from every department. Capacity planning based on actual skills, automatic updates instead of manual input. Your team sees utilization, budgets, and performance immediately, without anyone having to build a report.

The move to Aerion has been a significant step forward for us. It’s made everything more reliable, accessible, and efficient, ultimately contributing to our overall productivity and success.

Jennifer Matern, Managing Director at format-h digital

Switched to Aerion in May 2022

Software teams actually use.

Complex tools create friction. Teams avoid them. Data becomes incomplete. Decisions are made on outdated KPIs. Invoicing slips.

Aerion is built for daily use. No feature overload, no steep learning curve. Time tracking, planning, and controlling feel intuitive and fit how service teams actually work. The result: better data quality, higher adoption, and real-time insights that teams act on.

Aerion integrates seamlessly with Salesforce and makes controlling and project staffing as simple as it gets with a nice and easy to use interface. It literally saves me hundreds of clicks a month.

Peter Albers, COO at Ortevo

Switched to Aerion in March 2022

One system. Everything connected. Automatically.

When project, HR, and financial data live in separate systems, the result is manual exports, inconsistent reports, and delayed invoicing. Handoffs between Delivery, Accounting, and HR cost time nobody has.

Aerion connects CRM, HRIS, and ticketing tools like Jira in one architecture. Project data, time entries, and skill updates stay in sync across the whole organisation. Redundant handoffs between teams are automated. No manual reconciliation, no lost context. Project data turns into revenue faster.

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