Juntrax’s first customer replaced region-by-region spreadsheets with one system for HR, timesheets, invoicing, and project delivery across the USA, the Netherlands, and India.
As Source Engineering grew across the United States, the Netherlands, and India, each office built its own way of running HR, timesheets, and invoicing. Leadership ended up with scattered data and decisions based on outdated information. Since 2019, Source Engineering has run all three regions on Juntrax. Its teams now share one system for people, projects, and billing, and stakeholders get accurate monthly updates on project profitability.
| Company | Source Engineering Services |
| Industry | Engineering and technology services |
| Locations | USA, the Netherlands, India |
| Using Juntrax Since | 2019 (Juntrax’s first customer) |
| Juntrax Modules | HRMS, timesheets, sales and invoicing, PSA, asset management, expenses and reimbursements, role-based dashboards |
| Headline Result | One system of record for people, projects, and finances in three countries |
Results at a Glance
- One platform for HR, timesheets, invoicing, and projects across the USA, the Netherlands, and India
- Invoices generated from approved timesheets, with multi-currency billing
- Monthly project profitability updates for stakeholders
- Shorter invoicing cycles, with revenue leakage addressed through audit trails and automation
About Source Engineering
Source Engineering Services delivers engineering and technology services. Its teams manage complex engineering projects and coordinate with international clients from offices in the USA, the Netherlands, and India.
Source Engineering was also Juntrax’s first customer. Its real-world challenges shaped the early product roadmap, and its feedback continues to guide the platform today.
The Challenge: Three Regions, Three Ways of Working
Each region had grown organically, with its own methods, spreadsheets, and workflows for HR, timesheets, and invoicing. That decentralization led to siloed data, inconsistent reporting, and operational inefficiencies.
For a company coordinating engineering projects across geographies, this became a serious roadblock. Leadership lacked real-time visibility, and decisions were often based on incomplete or outdated data. Before Juntrax, Source Engineering’s challenges included:
- Disjointed HR management: Employee data sat in spreadsheets across locations, with no central system for employee lifecycles or access controls.
- Inefficient timesheet and project tracking: Engineers logged hours manually, with no link to project plans, so billable time was hard to calculate.
- Invoicing delays and revenue leakage: Without invoicing tied to project hours or approvals, missed invoices and delayed billing cycles hurt cash flow and client trust.
- No link between project progress and POs: Projects and purchase orders were tracked separately, which caused billing and scope mismatches.
- Poor reporting and visibility: Managers relied on emails, calls, and spreadsheets for status updates, and consolidated reporting across countries was nearly impossible.
- Scattered communication: With no central collaboration system, tracking approvals, changes, and team communication was a constant struggle.
Together, these gaps slowed growth, weakened accountability, and made it harder to respond to clients. CEO Abhi Desai describes what the company needed:
“We needed more than just automation. We needed alignment. Juntrax brought structure and visibility to our operations across the USA, the Netherlands, and India. With everything, from workforce management to project tracking and accounts receivable, centralized in one platform, we finally had a single source of truth.”
Abhi Desai, CEO, Source Engineering Services
The Solution: One Platform, Rolled Out in Phases
Source Engineering partnered with Juntrax to bring HR, project management, timesheets, and finance into one cloud-based system. The rollout was phased and tailored to how the business runs.
Centralized Workforce Management
The first goal was to standardize employee records and lifecycle events across all locations. The Juntrax HRMS replaced fragmented spreadsheets and:
- Digitized onboarding and exit processes
- Consolidated employee data and org charts
- Enabled location-specific leave and attendance tracking
- Introduced role-based access controls and approval workflows
“Shifting to a digital portal has enhanced the onboarding experience. It feels more professional and structured.”
Hemalatha K, Senior HR Manager
Project-Wise Timesheets for Billing and Planning
Next, Source Engineering needed to capture working hours by project for billing and planning. With the Juntrax timesheet module, engineers log hours daily against specific tasks and projects. Pay codes and geo-tags support precise billing and compliance, managers approve entries through automated workflows, and utilization reports highlight performance and capacity trends.
“It saves time in collating data and improves visibility into utilization trends and billing accuracy.”
Sudhanshu Tripathi, Project Manager
Invoicing and Financial Control
Before Juntrax, financial workflows were largely manual. With Juntrax Cash-Flow, the team now:
- Generates invoices from approved timesheets
- Bills in multiple currencies with customizable templates
- Tracks payments, due dates, and outstanding invoices
- Keeps audit trails for clearer client communication and compliance
“Juntrax made good steps forward in invoicing and project tracking, especially in the Sales and Performance modules.”
Bert van Vlijmen, General Manager, Netherlands
Role-Based Dashboards, Assets, and Reimbursements
As adoption matured, Source Engineering expanded into role-based dashboards. HR teams see employee operations, project managers see team productivity and tasks, finance handles billing and revenue, and executives get high-level strategic insights. The company also added asset management for IT and engineering equipment and digital expense and reimbursement workflows.
“The permissions-based design gives everyone the access they need, nothing more, nothing less. That’s control.”
Bert van Vlijmen, General Manager, Netherlands
Project and Task Management Across Borders
Finally, Juntrax PSA moved project planning out of static spreadsheets. Teams now track task progress, dependencies, and timelines in real time. In addition, role-based dashboards show project-level costs, and resource allocation reflects skill, availability, and geography, which keeps multi-country projects coordinated.
See project planning and billing in one view
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