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Case Study

Achieving Real-Time Project Control and Profitability Visibility with PanelOps for a Leading Industrial Automation Firm

A 100-year industrial automation and process control engineering firm ran projects on paper and spreadsheets, with little visibility into costs, procurement and inventory. PanelOps put projects, BOMs, stock and financials on one platform.

Engagement at a glance
Client
Industrial automation and process control engineering firm
Industry
Engineering and industrial automation
Solution
ITHENA PanelOps
Scope
Project management, BOM and stock, procurement, financial visibility
Headline result
35% better parts traceability
Opportunity for impact

Three numbers project delivery moved.

Results after the firm moved projects onto PanelOps.

30%

Faster BOM and parts management

BOMs and parts managed in one system instead of spreadsheets.

25%

Increase in project scalability

A shared platform let the firm take on more projects without adding overhead.

35%

Improvement in parts traceability

Every part traced from procurement to project.

About the client

Meet the organization and understand the context behind the transformation.

A leading industrial automation, instrumentation, and process control engineering & consulting firm with 100+ years of combined industry experience and 150+ successful projects. Facing fragmented project information, paper- and spreadsheet-driven processes, and limited visibility across project execution, procurement, inventory, and costing, the company partnered with ITHENA to implement PanelOps. The result was a unified operations platform with centralized project workflows, BOM and material traceability, structured automation project management, and real-time operational visibility—enabling scalable project execution, improved collaboration, and better decision-making.

In their words
Before PanelOps, managing project information across different tools and teams was becoming increasingly challenging. Having everything in one place has made it easier for our teams to collaborate, track project progress, and get the visibility we need to deliver projects more efficiently as we continue to grow.

— Director of Engineering & Operations
Key challenges faced

Projects run on paper and memory.

Project data was scattered and person-dependent, and costs were hard to see.

  • Project information scattered across paper, spreadsheets, and disconnected systems
  • Person-dependent processes limiting collaboration and business continuity
  • Scalability challenges with growing project volumes
  • Limited visibility into project costs, procurement, inventory, and execution
Our solution

How ITHENA closed the gaps.

ITHENA’s PanelOps solution enabled the client with:

Unified Platform

Centralized project data and workflows across teams, replacing paper-based and spreadsheet-driven operations with a single source of truth.

Project Management

Supported increasing project volumes with structured workflows for E&I, PLC, SCADA, and DCS project types without adding administrative overhead

BOM & Stock Management

Enabled inventory visibility and stock management with multi-level BOMs and material tracking, providing end-to-end component traceability from procurement through project delivery

Operational & Financial Visibility

Provided real-time visibility into project actuals against budgets and project profitability, enabling faster, data-driven decision-making

Inside the console

Every project, one platform.

An illustrative PanelOps view of projects, BOMs, stock and costs together. Figures other than the client's results are examples.

panelops.ithena.app/projects/portfolio
oPanelOps ProjectsPortfolioBOMCosting 3 EO
Portfolio/Live projects/Apr – Sep
Project portfolioDCS retrofit · 108% of budget
ProjectAprMayJunJulAugSep
E&I upgrade, Refinery B
PLC migration, Line 4
SCADA rollout, Plant C
DCS retrofit, Unit 12
Panel build, MCC-208
Instrumentation, Tank farm
Commissioning, Site D
Amber marker is todayActuals posted against budget nightly
Actuals posted nightly across 150+ delivered projects · 10:33:41
Operations, against baselineLive
0%Faster BOM and parts work
0%Project scalability, up
0%Parts traceability, up
0+Projects delivered
Actuals against budget by project type, % consumed
DCS108
SCADA91
E&I82
PLC76
Panel build68
Procurement and traceability2 to action
DCS retrofit, Unit 12 — actuals at 108% of budgettoday
MCC-208 — 3 BOM lines awaiting vendor confirmation1d
Serial numbers captured for 240 components1d
SCADA rollout — stock reserved against WO-33122d
E&I upgrade closed out, margin 21%3d

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