Opportunity Management

  • Provide integrated sales dashboard with project-based opportunities to help forecast profitability and feasibility.
  • Streamline sales manager experience to quickly create project contracts, track labor rates and generate SOWs.
  • Collaborate realtime with customers on the quotes, project scope and resource requirements through customer portals.

Project Planning

  • Make it easy for sales manager to visualize cost, effort, and sales value with project managers to estimate and define the work using standard project templates.
  • Use robust project scheduling and management capabilities of Microsoft Project to complement the collaborative sales planning process.

Resource Management

  • Optimize resource assignment through a consolidated scheduling engine across all modes of service to ensure right people on the right projects.
  • Simplify engagement across project managers, resource managers and sub-contractors to forecast demand, talent management and resource allocation.
  • Empower consultants to apply directly for relevant project roles, and update skills through mobile devices.

Team Collaboration

  • Provide powerful, easy-to-use, mobile-ready Office 365 productivity tools for project teams, customers, and partners to communicate and collaborate on project deliverables and tasks.
  • Empower project managers by providing real-time status and performance indicators to mitigate project risks.

Time and Expense Management

  • Simplify management, tracking and submission of estimated and billed project time by integrating the tasks and deliverables within calendars.
  • Track all project and non-project schedules on their device or app of choice through integration between exchange and project calendars.

Customer Billing

  • Provide project managers and customers a one-stop-shop dashboard to review, override, track overruns and approve all costs and time impacting their projects.
  • Automate generation, approval, and distribution of accurate invoices in email and on the web.
  • Enable integration with best-in-class back-office applications for financial accounting.

Service Analytics

Anticipate business opportunities, optimize solution offerings, and improve business performance through robust analytics, interactive dashboards, role-base templates, and data visualization for 360o visibility to project and portfolio metrics like resource utilization and practice profitability..

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