Revolutionizing Business
Operations: The Porter
Group Transformation
Challenge: Outdated Systems Hindering Growth
With over five decades of excellence in heavy machinery sales and service across Australia and New Zealand, Porter Group ventured into the global market by establishing a presence in Southern California in 1999. What began with just eight pieces of equipment soon evolved into Porter Group USA, a leading provider of heavy equipment rentals and services.
However, rapid growth and an antiquated system presented Porter with numerous operational challenges. Dealing with multiple systems led to redundant data entry, disparate information, and limited capabilities, resulting in wasted time and resources. To sustain their expansion plans over the next decade, Porter Group needed a proactive software solution that could streamline their operations.
We selected Baseplan because we knew the software would enable us to identify challenges much quicker to improve our business processes and achieve our overall goals.
Randy Phillips
Corporate Controller, Porter Group USA

Solution: Baseplan – A Unified ERP
After an exhaustive search, Porter Group determined that Baseplan was the only comprehensive ERP software capable of meeting their rental and dealership requirements. Serving as the central nervous system of Porter’s operations, Baseplan addressed their critical needs.
Randy Phillips, Porter Group USA Controller: “Baseplan’s solution is a true game-changer. Its depth of features is like having a Swiss Army knife for our business – it doesn’t just streamline our operations; it empowers us with the tools we need to thrive in a dynamic industry. It’s not just software; it’s our competitive edge.”
Real-Time Modular Construction Tracking/Reporting
Finance Efficiency
Porter Group USA experienced remarkable improvements in their financial processes. With every aspect of their business integrated through the Baseplan Financials module, they achieved faster accounts payable processing and quicker closing of financial statements. Baseplan empowered them to conduct detailed financial reporting, enhancing visibility and informing strategic growth decisions.
Service Tracking
Lacking service tracking capabilities previously, Porter adopted the Baseplan Service module to monitor equipment revenue, costs, and maintenance. This enabled Porter to gain transparency into service costs, parts costs, sales, inventory, and equipment status by location with minimal additional effort.
Modular Efficiency
Since implementing Baseplan in February 2018, Porter Group USA gained invaluable insights into every facet of their business operations. They now possess the capability to track and report on all activities, from initial inquiry to final invoicing, seamlessly. This newfound efficiency has enabled Porter to streamline their operations and work more effectively toward achieving their goals.
Results: Empowering Growth
and Adaptation
Porter Group USA anticipates approximately 10% year-over-year growth for the next three to five years. Partnering with Baseplan, Porter can swiftly identify areas for improvement and implement significant changes.
Baseplan’s dedicated support team continues to collaborate with Porter, instigating best practices and refining business processes. As the heavy equipment industry undergoes rapid growth and evolution, Porter Group USA is equipped with the tools and support they need to thrive, thanks to Baseplan.
Baseplan isn’t just software; it’s been our catalyst for transformation. It’s empowered us to revolutionize our operations, achieve unprecedented efficiency, and confidently navigate the ever-evolving heavy equipment industry. With Baseplan, we’re not just keeping pace; we’re setting the standard for success.
Randy Phillips
Corporate Controller, Porter Group USA
How Baseplan has helped transform Porter Group’s business operations:
Enhanced Finance Efficiency
Baseplan streamlined accounts payable processes and enabled faster financial reporting, improving visibility and informed decision-making.
Efficient Service Tracking
The Baseplan Service module provided transparency into service costs, parts costs, sales, inventory, and equipment status, enhancing overall service operations.
Comprehensive Modular Solution
Baseplan allowed Porter Group to track and report on all activities from inquiry to invoicing, significantly improving operational efficiency.
Sustained Growth
Porter Group USA anticipates approximately 10% year-over-year growth for the next three to five years, with Baseplan enabling rapid adaptation and improvements
Dedicated Support
Baseplan’s support team collaborates with Porter Group to implement best practices and refine business processes, ensuring continued success in a rapidly evolving industry.