When Trilon Group launched in 2022, its leaders set an ambitious goal: to become one of North America’s top infrastructure consulting firms by helping communities thrive where people live, work, and play.
Today, Trilon collectively ranks #21 on the most recent ENR Top 500 list and has grown to over $1 billion, with 5,800 employees and 14 partner firms.
Trilon supports the partner firms to grow faster than they could independently by investing in the 3 T’s: Talent, Technology and Targeted Mergers & Acquisitions.
“Our business model is unique, where each partner firm that joins the family retains their individual brands, while benefiting from shared resources, investments, and opportunities for growth,” said Charul Doshi, CFO of Trilon Group. “Our Aspen Tree approach integrates firms into common systems, enabling seamless talent sharing across firms. From finance ERP and a project management perspective, we strategically chose Deltek as our platform and have integrated all firms into one instance to drive robust organic growth, manage enterprise risk, and deliver consistent financial and project reporting”.
From the beginning, Trilon has been very focused on rapidly integrating firms into Trilon’s Deltek Vantagepoint instance.
"Since 2023, we've consolidated partner firms into Trilon’s Vision instance and moved our smaller add-ons from other platforms," said Sarah Lam, Vice President of Financial Systems. "This year, we upgraded from Vision to Vantagepoint merging all legacy firms into a single instance. This strengthens our reporting, operations, and decision-making."
The Benefits of Vantagepoint
The move to Vantagepoint has already delivered tangible benefits across Trilon’s rapidly growing portfolio of companies:
1. Unified Project and Financial Management
Sarah stated, "In my industry experience, Deltek is best-in-class for project accounting and management. Its comprehensive tracking of billable hours at project level enables accurate financial reporting."
2. Project Lifecycle Visibility and Pipeline Integration
Tracking the full project lifecycle—from recording opportunities to resource planning, contract management, project management, and project closeout—supports operations for companies such as Trilon that manage thousands of projects. This visibility supports more proactive decision-making.
“We can see where pipeline sales are coming in, what resources are needed, and what information needs to go into contracts,” Sarah explained. “Then we analyze that data and review projects monthly to keep everything on track.”
3. Updated and Accurate Data and Reporting
Trilon’s rapid integration approach has established Vantagepoint as a single source of truth for financial and project performance. This provides significant value to external stakeholders—including the board and lenders—as well as to internal leadership by supporting proactive management and oversight of partner firms. By utilizing a unified ERP platform with a standardized general ledger and chart of accounts, partner firms can complete month-end closing processes within five business days and dedicate more resources to performance analysis rather than routine reporting.
4. Time Savings and Process Improvements
“Vantagepoint lets us complete timesheets weekly, so we can process data faster,” Sarah said. “Administrative efficiency is up — project managers now spend less than 5% of their time on these tasks.” Billing is also quicker with e-billing and firms save time by moving away from manual invoicing.
5. Faster Onboarding for Acquired Firms
Deltek is widely used across the architecture and engineering (A&E) industry, and many firms joining Trilon are already familiar with the platform. Trilon’s rapid integration approach has led to the development of a proven playbook that standardizes the process. All asset purchases are brought onto the system by day one, and partner firms are fully integrated within just 90 days of closing.
Positioned for the Future with Vantagepoint
Trilon’s story is one of rapid growth and strategic vision, made possible by the right technology foundation. By consolidating its partner firms onto Vantagepoint, the firm has unlocked seamless sharing of resources, consistency and efficiency in onboarding new firms onto the platform.
Deltek Vantagepoint is purpose-built for project-based firms and has given Trilon the visibility and tools they need to support their growth strategy, empower teams, and deliver on the promise to create smart, sustainable infrastructure solutions.
Looking ahead, Trilon plans to expand its use of Vantagepoint resource planning to enable partner firms to allocate resources to record backlog and inform hiring needs.
With the system now central to operations and new capabilities like resource planning on the horizon, Trilon is well-positioned to continue scaling, while keeping its focus on innovation, efficiency, and client success.
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