Customer Story | Pulsar Informatics
How Pulsar Informatics Solved the Pain of Cash Flow Planning in Salesforce
“As CFO, I need to have a handle on cash budgeting - that reason alone is enough to justify paying for this model.”
Matthew Van Wollen
Chief Financial Officer, Pulsar Informatics
Pulsar Informatics is a 25-year-old SaaS business specializing in fatigue risk management for industries where safety is critical, including aviation, military operations, and transportation.
THE CHALLENGE
Manual Billing Gaps and Hidden Cash Flow Risks
As CFO, Matthew Van Wollen oversees finance, legal, and HR. A major part of his role is managing cash flow forecasting and visibility into recurring revenue across both subscription software and professional services.
Before implementing GSP Product Schedules, the company struggled to reliably track future billing events and subscription renewals. Revenue management was largely manual, creating operational risks and inefficiencies.
Key challenges included:
- Missed invoicing opportunities for existing subscriptions
- Difficulty tracking multi-year recurring contracts
- Limited visibility into future cash inflows
- Time-consuming manual checks against contracts
- Lack of a streamlined process for recurring billing reminders
For a growing SaaS business relying on accurate cash budgeting in Excel and Salesforce, these gaps created significant financial uncertainty.
THE SOLUTION
Automating Revenue Schedules Directly Inside Salesforce
After discovering GSP through a Google search and engaging with the team, Pulsar Informatics implemented the GSP Product Schedules app within Salesforce.
The solution enabled the company to:
- Structure annual and multi-year revenue schedules directly within opportunities
- Align expected payments with real-world cash collection timelines
- Export product schedule data into Excel for cash budgeting and forecasting
- Create recurring billing tasks tied to future schedule dates
- Gain visibility into upcoming billable events across subscription contracts and service engagements
The implementation also gave the team a more consistent operational workflow for managing recurring revenue and forecasting cash flow.
Matthew particularly valued the flexibility of defining schedules at the point opportunities are created, allowing forecasting to mirror how revenue is actually collected.
THE OUTCOME
Predictable Cash Budgeting and Total Invoicing Confidence
Since implementing GSP Product Schedules, Pulsar Informatics has significantly improved its ability to manage recurring revenue and cash forecasting.
The business now has:
- Better visibility into future revenue events
- More reliable recurring invoicing processes
- Improved cash budgeting accuracy
- Reduced risk of missed subscription renewals
- A simpler and more scalable workflow for finance operations
For Matthew, the biggest impact has been confidence in cash flow planning.
“Managing cash budgets — that’s the pain it solves. And it solves it well.”
Beyond the product itself, Pulsar Informatics also highlighted the value of working with a responsive, specialist team.
“You guys really try hard to make sure your customer feels taken care of, and I appreciate that.”
Matthew’s advice to other organizations implementing Product Schedules is to start with a clearly defined business problem, implement the core functionality well, and expand usage over time rather than trying to do everything at once.
How You Can Transform Your Product Schedule Forecast
Are you spending too much time manually managing product schedules or struggling to schedule revenue and product quantities over time?
If that’s the case, GSP's Product Schedules app might just be the straightforward, effective solution you've been looking for.
Contact us today to see how it could work for your team by completing the contact form below.
About Pulsar
Founded in 2001, Pulsar Informatics is an internationally recognized leader in fatigue risk management software and professional services. The company delivers data-driven, scientifically validated tools that help organizations monitor, assess, and mitigate fatigue risk to maximize safety and optimize workforce performance.
