Are these situations familiar
to your organization?
Several projects to manage at once
Your projects take place over long periods of time and involve several phases and milestones. Moreover, many smaller teams contribute to them at the same time.
Advanced invoicing needs
Your invoicing process often includes several rates at the same time depending on the product, project and type of resource involved.
Many clients and contracts to track
You have several clients to manage at any given time, some with several contracts at once. Keeping track of your different clients and projects can be difficult.
Complex resource planning
Due to the high number of clients with simultaneous contracts, it can be hard to maximize the capacity of your resources. This means it can be difficult to make necessary adjustments and react quickly in case of unforeseen circumstances.
Improve control of your projects
Improve project control by benefitting from real-time visibility on the progress and budgets of your projects. Timesheets are integrated to projects and task planning, allowing you to maximize the utilization of your resources as well as your billable hours.
Accelerate your invoicing cycle
Manage complex invoicing requirements and benefit from customizable invoice templates with an advanced invoicing module. The detail of worked hours becomes available as soon as time is entered into timesheets, allowing you to generate invoices more quickly.
Improve efficiency across your firm
Maximize the productivity of your resources in their daily tasks by integrating the various components of your system. Users then have access to all their tools from a single source, while also reducing the risk of coding errors, repeated manual entries and double entries.
Facilitate access to information
Specific reports provide all key information by project, department or client for quick, informed business decisions. Client information and communications are centralized, facilitating access to data, case handoff and knowledge sharing.
Optimize your processes
Standardize various processes across your organization to facilitate the daily tasks of your personnel. You can also automate certain processes, for example by automatically opening mandates as soon as the contract is signed, to increase efficiency across your organization.
Increase customer loyalty
Ensure that all your employees have the necessary data on hand to offer efficient, personalized service, track service requests, and stay up to date on client status at all times. By offering outstanding customer service, you stand out from your competitors and cement client loyalty to your firm.
for all users
The integration of projects to finances offers real-time visibility on project health, productivity levels and profitability by project, client or department. Various metrics and key performance indicators also make it possible to review financial and operational data efficiently.
Invoicing requirements and cost allocations to clients and projects are automated, reducing the number of manual entries, double entries and coding errors. Your invoicing cycle is also accelerated, which decreases risks of write-offs and bad debt.
Staff members can review their priorities and the tasks affected to them directly from their timesheet. Communications and client requests are centralized, which allows staff members to carry out necessary follow-ups and stay up to date on all communications exchanged with clients.
The resource planning module makes it possible to optimize resource utilization to maximize the number of billable hours. Complex projects can be managed thanks to multicompany, interdepartment and multicurrency functionalities, while detailed reports improve project follow-ups for timely delivery.
Our team of experts is available to answer your questions and show you how a business management solution adapted to your specific industry can help you meet your daily challenges.