Switch Instruction Manual
Why and how digital service teams switch to Aerion
Introduction
Aerion connects teams, data, and workflows across the entire project lifecycle.
Aerion helps digital service teams streamline their entire project lifecycle — from capacity and skill-based planning to time tracking, forecasting, and controlling. It connects departments, automates workflows, and creates full transparency across projects and performance.
Why do teams switch to Aerion?
Traditional PSA and project management tools suffer from three core problems:
They rely on spreadsheets for core functions
Planning, controlling, and forecasting often work better outside the tool — in slow, manual spreadsheets that break workflows and waste time.
They create complexity instead of efficiency
Business software promised automation but delivered clutter — endless features hidden behind outdated, unusable interfaces that frustrate teams every day.
They don’t truly connect
“All-in-one” platforms claim integration but fail to link key departments like accounting, HR, and sales. Instead, they depend on fragile exports and manual data transfers that kill transparency.
As a result, teams lose clarity, waste capacity, and rely on spreadsheets to stay in control. To bring structure, automation, and transparency back into their delivery process, companies are switching to Aerion.
How Aerion turnes fragmented tools into one connected system
Aerion replaces spreadsheets with connected, real-time control
Spreadsheets cause delays and confusion because they’re disconnected from live project data. Each update requires manual input, formulas break easily, and version control becomes impossible when multiple teams are involved. The result: outdated forecasts, inconsistent reports, and reactive decision-making instead of proactive management.
Aerion changes that. Planning, forecasting, and controlling all happen in one integrated system — connected to real-time data from every department. Skill-based capacity planning and automated updates replace manual effort, giving teams instant visibility into workloads, budgets, and performance.
Customers report faster planning cycles, fewer reporting errors, and full transparency across all projects and departments.
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
Aerion turns usability into measurable efficiency
Complex and outdated tools create friction. Teams avoid using them, data becomes incomplete, and decisions are made on outdated KPIs. Project plans lose accuracy, and invoicing gets delayed — all because the software stands in the way instead of helping.
Aerion is different. It’s built with usability at its core — clean, intuitive, and designed for the way service teams actually work. No clutter, no steep learning curve, just a seamless experience that keeps data accurate and teams aligned.
Every interaction in Aerion feels natural — from planning and time tracking to controlling and reporting. The result is higher adoption, better data quality, and real-time insights that drive action.
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
Aerion connects team, tool and data seamlessly
Traditional “all-in-one” tools promise integration but still leave teams disconnected. Project, HR, and finance data often live in separate systems, leading to manual exports, inconsistent reports, and delayed invoicing. When information doesn’t flow between delivery, accounting, and HR, billing and resource planning both slow down.
Aerion solves this. With an integration-first architecture, Aerion connects seamlessly to CRM, HRIS, and ticketing systems like Jira — ensuring every project, time entry, and skill update stays synchronized across the organization. No manual imports, no version conflicts, no lost context.
Customers achieve real cross-department visibility, automate handovers between teams, and significantly shorten their time to billing — turning project data into revenue faster.
Popular integrations
We now have the tools to plan better, react faster and make informed decisions that benefit both our team and our clients.
Tilman Krauß, Team Lead at tecRacer
Switched to Aerion in June 2024
How does the switching process work?
See for yourself if Aerion is the right fit for your team — and switch with confidence
Switching to Aerion is simple and flexible. You can move at your own pace and start exploring in just a few steps. Follow the process below or connect with our team for guidance through your migration.
Request a demo
Find out if Aerion can be the right solution for your team.
Get key decision makers on board
Align stakeholders by showing how Aerion supports your planning and controlling needs.
Schedule a custom stakeholder demo
We’ll tailor a live demo with stakeholders to your specific workflows and use cases.
Run a pilot to see if Aerion is the right fit
Test Aerion with your team in a 4-6 week pilot phase with your existing tools connected.
Migrate your team
Follow our guided onboarding for a smooth and confidence transition to Aerion.