Project, Resource & Financial Governance
Standardize projects, resource, billing, and other processes across your services business for a consistent view.
Define Projects and Metrics
Directly pull from CRM and plan all key project elements.
Set up projects with complex work breakdown structures based on your needs.
Create budgets, add estimates, and cost constraints.
Set and track required project metrics for every project across your business.
Manage Project Lifecycle
Define key items needed at each stage: Initiation, Planning, Execution, Close.
Communicate with all key stakeholders any gating requirements at each project stage.
Leverage the project checklists to enforce process adherence.
Ensure global project governance while meeting all local needs for execution.
Store project details
Include additional documentation or supporting information in projects, expenses, time off and timesheets to provide details or justify work done.
Make documents compulsory
Enable validation rules to make attachments mandatory and prevent loss of critical information by ensuring all relevant documentation is attached.
Enhance your business process governance with supporting documentation and improve audit compliance processes.
Google Docs, Dropbox & more
Store and attach documents or links (like Google docs, Dropbox, MS Sharepoint) to give additional information.
Manage Resource Lifecycle
Define resources and skills
Create roles needed to get your project done and include skill requirements.
Forecast resource requirements
Build-in project resource and skill needs to factor in effort with every project.
Enable collaboration between resource and project managers around resource requests and allocation with standard workflows.
Set billable hours
Translate revenue goals to organization, department and individual billable hour target for easy communication and tracking.
Standardize Billing and Revenue
Define rate cards
Model multilevel rates based on contracts right at client level for use across projects specific to that client.
Set billing plans
Model billing plans – fixed-bid, time & materials, flat or any combination – as needed.
Build and apply standard revenue contracts across projects, clients, practices and departments.