How Kaplinks Engineering Pvt Ltd Built Control, Reduced Paperwork, and Tracked Profitability Across 200 Projects a Year with ProjectBase
Discover how Kaplinks Engineering Pvt Ltd reduced paperwork and gained real-time profitability visibility across 200 HVAC projects annually using ProjectBase.
Company Overview
Company Name: Kaplinks Engineering Pvt Ltd Industry: HVAC, Wall Systems, Acoustic Ceiling Solutions Website: https://kaplinks.com/index.html Team Size: ~45 employees Business Structure: 2 verticals, 3 branches Project Volume: ~50 active projects at any time, ~200 projects annually
Kaplinks Engineering Pvt Ltd is a high-velocity contracting business operating across HVAC and wall plus acoustic ceiling solutions, including work with brands like Knauf. With hundreds of projects executed every year, Kaplinks operates in a scale where even small inefficiencies quickly compound into large operational problems.
Unlike many contractors who manage a few long-duration projects, Kaplinks runs a large number of short and mid-cycle projects in parallel, making cost tracking, approvals, and profitability visibility absolutely critical to business health.
Life Before ProjectBase: Managing Scale with Fragmented Systems
Kaplinks had been actively looking for a robust system for nearly a decade.
Before ProjectBase, they had:
Internal tracking methods
Excel-based reporting
Manual approval processes
Physical paperwork movement
On paper, things were “working”. But in reality, the leadership team knew the system would not sustain their scale.
Key Challenges Before ProjectBase
1. Profitability Tracking Was Possible, But Painful
Kaplinks did have a way to track profitability, but it came with heavy manual effort. Expenses, invoices, and project costs had to be tracked across multiple files, which made real-time visibility almost impossible.
Profitability was often understood after the project, not during execution. At their scale, this meant:
Missed revenue opportunities
Delayed corrective actions
Too much dependence on manual reviews
2. Reporting Across Verticals and Branches Was Time-Consuming
With two business verticals and three branches, generating a consolidated view of profitability required maintaining 8 different Excel files and then manually combining them into a single report.
This was not just inefficient. It was risky.
Version mismatches
Human errors
Delayed decision-making
3. Paperwork and Physical Approvals Were Slowing Everything Down
Invoices and documents physically moved from table to table for signatures. At a scale of ~200 projects a year, this created:
Bottlenecks
Delays in approvals
Excessive dependency on leadership availability
As one of the leaders put it, too much operational control sat with one person simply because the process demanded it.
Why Kaplinks Chose ProjectBase
Kaplinks had already tried a custom software approach earlier and used it for nearly a year. That experience didn’t deliver the expected outcomes, making the team cautious about new systems.
What made ProjectBase different was not just features, but fitment.
What Stood Out
The ProjectBase team took time to understand how Kaplinks actually works
The system addressed real gaps, not just accounting needs
It worked across both verticals without forcing unnatural processes
It felt practical, not theoretical
After nearly ten years of searching for the right system, Kaplinks finally felt ProjectBase could support the way they operate, not force them to change everything overnight.
Implementation Approach: Structured, Disciplined, No Shortcuts
Kaplinks took a methodical approach to implementation.
January: Signed up and began training (online sessions)
February–March: Ran ProjectBase and Excel in parallel
April 1st: Clean cutover at the start of the financial year, with a clear rule “Nothing will be done outside ProjectBase.”
New projects were moved into ProjectBase first, while old projects were closed on the previous system. This avoided confusion and ensured discipline.
The real confidence moment came after completing one full quarter on ProjectBase. By June, the leadership team felt the system had settled into the organisation.
What Changed After ProjectBase
1. One System for Costs, Profitability, and Project Health
Kaplinks now tracks costs directly against projects using the expense module. This enables:
Real-time profitability tracking
Comparison of projected vs actual margins
Consolidated views across verticals and branches
What earlier required manual collation across multiple files is now available at the press of a button.
2. Approval Control Without Leadership Bottlenecks
Earlier, nearly 80% of transaction control sat with the leader, simply because approvals were manual.
With ProjectBase:
Multi-level approvals are system-driven
Control is distributed without losing oversight
Processes run even when leadership is not physically present
This shift alone freed up significant leadership bandwidth.
3. Sharp Reduction in Paperwork
One of the most visible changes was paper usage.
Invoices, approvals, and documents now live inside the system. Leadership no longer has files piled on their table for signature. Everything is visible digitally, including through the Team Board.
As they put it:
“Nothing comes to my table anymore.”
4. Faster Field and Office Coordination
Office teams generate and send contractor work orders directly from ProjectBase
Field teams raise material requests, upload progress, and submit documentation digitally
Physical trips to the office for routine tasks have reduced drastically
This has improved productivity on both sides without adding complexity.
Real Business Impact
The “Wow” Moment
The biggest early win was replacing 8 separate Excel files with a single consolidated report.
What earlier took hours or days to prepare is now available instantly.
Better Review Cadence
With faster access to data, Kaplinks introduced:
Mid-month reviews
Fortnightly leadership reviews (2 hours every 15 days)
Cross-vertical and cross-branch discussions using the same data
This was not feasible earlier due to reporting effort.
Fewer Revenue Leakages at Project Closure
ProjectBase helped identify whether all executed items had been invoiced, especially during project closure.
Items that earlier slipped through due to hardcopy workflows are now caught because:
Material movement is visible
Execution is traceable
Billing checks are systematic
Leadership Perspective
Kaplinks described ProjectBase as a system that brings utmost clarity at their scale.
For a business handling thousands of projects, the biggest relief was not speed alone, but control without chaos.
Final Outcome
With ProjectBase, Kaplinks Engineering Pvt Ltd achieved:
Centralised cost and profitability tracking
Reduced paperwork and manual approvals
Faster reporting and better review discipline
Lower dependency on individuals
Stronger leadership bandwidth for growth planning
In a business where scale is high and margins depend on discipline, ProjectBase became the backbone that allowed Kaplinks to operate confidently.
Why This Case Study Matters
This story will resonate strongly with:
Contractors running hundreds of projects annually
Businesses struggling with Excel-heavy reporting
Leaders overwhelmed by approvals and paperwork
Firms operating across multiple branches or verticals
Kaplinks’ journey shows that systems don’t slow down fast businesses. The right system actually protects speed, profitability, and sanity at scale.
Frequently Asked Questions (FAQ)
What challenge was Kaplinks Engineering trying to solve with ProjectBase?
Kaplinks Engineering manages a very high volume of projects, close to 200 projects every year, across multiple branches and business verticals. They needed a single system to track costs, profitability, approvals, and project status without relying on multiple Excel files or manual paperwork.
Why were Excel-based systems not working for Kaplinks at their scale?
While Excel worked initially, it became difficult to manage as project volumes increased. Profitability tracking required maintaining multiple files, reporting took too much time, and errors became more likely. At their scale, even small delays or mistakes could impact margins significantly.
How did ProjectBase improve profitability tracking for Kaplinks?
ProjectBase allowed Kaplinks to track expenses directly against each project in real time. This made it possible to compare projected profitability with actual profitability during execution, instead of discovering issues only after a project was completed.
What impact did ProjectBase have on approvals and paperwork?
Before ProjectBase, approvals involved physical paperwork and signatures, creating delays and leadership dependency. After implementation, approvals became system-driven and digital, significantly reducing paper movement and freeing up leadership time.
Did ProjectBase help Kaplinks reduce revenue leakages?
Yes. During project closure, ProjectBase helps verify whether all executed items have been invoiced. This reduced the chances of missing billable items, a common issue when relying on manual or hardcopy-based processes.
How did ProjectBase change reporting and review meetings?
Earlier, reporting required combining multiple Excel files and took considerable time. With ProjectBase, consolidated reports are available instantly. This allowed Kaplinks to introduce mid-month and fortnightly review meetings using accurate, up-to-date data.
Is ProjectBase suitable for contractors handling a large number of small or mid-sized projects?
Yes. Kaplinks’ experience shows that ProjectBase works especially well for contractors handling hundreds or thousands of projects annually, where speed, discipline, and centralised control are essential to maintain profitability.
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