Feature LIST

 WHAT MAKES OUR SOLUTION EXCITE!

5/5

Deliver Your Projects Predictably & Consistently

Enable your project team to collaborate on projects and maintain real-time and accurate project status throughout the project life cycle. Your managers can proactively identify and resolve potential issues in the early stages of a project and do a lessons learned based on actual effort once completed to improve future projections. 

Eliminate the overhead and frustration of chasing down updates from team members. The result is a significantly improved and streamlined project delivery process based on best practice approaches leading to increased billable utilization, project margins, and satisfied clients. 

Enable Granular Insights & Control of Your Resources

A resource dashboard showing your entire team’s allocation allows you to efficiently level resource demand on projects that are work in progress in addition to future opportunity projects in the pipeline.

Proactively ensure that the right resources are working on the right tasks based on real-time project timelines and projections early in the project lifecycle. Easily manage your most complex project resource requirements.

Easily & Efficiently Track Your Teams Time & Expenses

Make time tracking an integral time management tool for your team instead of a necessary evil. Allow your team to instantly see the time and expenses associated with projects. Get real-time profitability and resource allocation insight.

For billable services organizations, expense management is critical. Allow your team to capture expenses with a simple intuitive interface both on the web and remotely ensuring every entry is accurate and on time.

Eliminate Teams Confusion With Integrated Billing & Invoicing

Eliminate the confusion and overhead of your billing process with integrated invoicing. Reduce your invoice cycle from days to hours. Create invoices in batch and send them to accounting solutions like QuickBooks in minutes.

You’re already tracking your fixed fee milestones, time, bill rates, and expenses. With integrated invoicing, you can now simply email your customers the minute they’re approved.

Track & Manage Your Clients & Leads With Integrated CRM

Manage your entire sales pipeline including leads prospects, opportunities and customers. Analyze sales performance across the organization and have real-time insight into the work in progress and A/R for any client. Our CRM is fully integrated with all elements of the solution.

Factor in resource demand for opportunities in conjunction with projects in flight and be confident you have the resources needed to effectively deliver. Once opportunities are closed their information can be converted to projects greatly streamlining the sales to project delivery handoff process.

Customizable Dashboards & Reports keep You & Your Team Informed On-Demand

Configurable dashboards keep you informed on what’s really going on with your projects in real-time. Align your dashboard to what’s meaningful and measurable based on your specific needs and role.

With the Dashboard module you gain instant insight into critical business data, metrics and trends that affect your project delivery, client reporting, financial management and sales pipeline. Real-time analytics allows you to customize the displayed information helping you make informed decisions and ensures the right people receive the right information at the right time.

Run Your Business on The Go with our Mobile Apps

Simplify time and expense entry for your team with a mobile time and expense tracking app for both iOS and Android. Make it simple and easy for your team to keep up to date with time and expenses while on the road.

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