Case Study: How ConeTec Streamlined Global Expense Management Across 7 Countries
ConeTec is a trusted provider of specialized ground investigation services, operating across North and South America. With a focus on precision, safety, and technical expertise, they support large-scale infrastructure, mining, and environmental projects for both public and private sector clients. Managing expense reporting at this scale required a unified, scalable solution that could integrate seamlessly with their existing ERP systems.
The Problem – Complexity Across Borders and Systems
With operations spanning 7 countries, multiple legal entities, and hundreds of users, ConeTec needed a centralized platform for managing expenses. Their existing process relied on spreadsheets and manual data entry, which created challenges in maintaining consistency and control across teams. With both Microsoft Dynamics GP and Oracle PeopleSoft at the core of their financial operations, they required a solution that could integrate directly without middleware, supporting multi-entity setups and varied reporting needs.
The Solution – Integrated, Scalable, and User-Friendly
To address this, ConeTec chose Gorilla Expense — a platform that could support their complex environment without requiring major process changes. The rollout included custom workflows, automated project syncing, and direct integration with their ERP systems, all designed to reflect their unique approval structures and operational requirements.
Training was delivered through video walkthroughs and live sessions, ensuring teams across 7 countries could adapt quickly. Additional customization, including transaction-level traceability and personalized interface design, was included from the start, creating a seamless user experience without disrupting ongoing operations.
Today, ConeTec’s global teams have real-time visibility into their expense data, faster processing times, and the flexibility to scale as their business grows — all without the need for middleware or major system overhauls.
Results – Efficiency and Scalability at Every Level
With Gorilla Expense, ConeTec has been able to:
- Streamline expense approvals and reduce manual work
- Gain real-time visibility into project expenses
- Automate project syncing and reporting
- Scale their expense management as their team grows
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