integrated sales dashboards with visibility to project-based opportunities, and key metrics to help forecast profitability and feasibility. Streamline and integrate the process allowing the Sales manager to quickly create project contracts, track labor rates and generate SOWs.
Estimate and define the work using standard project templates. Visualize cost, effort, and sales value of the engagement. Build credibility by collaborating with customers for project planning, estimation and tracking. From the simple to most complex – leverage lightweight Gantt charts, Microsoft Project and the Office 365 Planner to manage your schedules.
Leverage Azure Machine Learning to recommend right resources for the right work based on updated skills and availability of consultants. Simplify the engagement model between Sales, PM and Resource Managers to forecast demand and resource allocation. Empower consultants to apply directly for open and relevant project roles.
Provide powerful, easy-to-use, mobile-ready, Office 365 productivity tools for Project teams and customers to communicate and collaborate. Enable Office groups to access documents and monitor status on project deliverables. Empower project managers by providing real-time status updates for risk management.
Empower the road warrior. No matter where your work takes you, instantly access project or customer data as well as collaborate with your team via mobile PSA. Connect the right person to the right tool through the right device and right experience to enter time and expense, and update project status and skills profiles. Provide real-time financial insights to customers and empower them to take collaborate on timely corrective actions and get the big picture on your little screen.
Provide Project managers a one-stop-shop dashboard to review, override, track overruns and approve all costs and time impacting their projects. Ensure the Project invoices reflect the terms of the contract and the approved work and expenses and customers have visibility to projected v/s actuals budget. Automate generation, approval and distribution of accurate and reconciled invoices in email and on the web. Enable integration with best-in-class back-office applications for financials.
Solid metrics, resource utilization, trends, forecasts and dynamic data are fundamental to good decisions. Empower management with a unified system with 360 degree visibility to project and portfolio metrics through robust analytics, interactive dashboards, operational reporting, drill down functionality and the ability to surface the data anywhere.
Integrate all of your applications together, so they automatically sync and continuously communicate with one another in real time. Connect is specifically architected to easily integrate with other complementary software such as HR, Support Desks and Accounting. OneConnect supports integration with various systems such as back-office financial systems including Dynamics ERP, QuickBooks and SAP.
PROJECTS DELIVERED ON TIME
HIGHER AVERAGE REVENUE PER EMPLOYEE
HIGHER BID TO WIN RATIO
Automating quote to cash should be a goal for any technology firm, and for professional services, this means integrating CRM, PSA, and ERP to allow an end-to-end flow for data, projects, and billing
The benefits of scale and higher margins are not easily achieved without improved automation. SPI's research has shown that integrated information solutions provide visibility required to improve productivity and support growth.
In order to take the next step in boosting project margins and productivity, technology can be a great enabler. Not only can basic processes like project staffing and utilization tracking be automated, but analytics can give you new insight into your business, including real-time project dashboards and resource forecasting tools.
Top performers tend to focus on larger, more mission critical projects and have developed superior processes and systems to harvest knowledge, manage quality, schedule resources and manage changes.
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