Project and Client Management
Advanced Project Tracking
- Create and manage multi-level client projects in seconds, define project milestones and set up budgets
- Track project status in real-time and get instant visibility into project costs and revenue
- Roll-up projects into programs and get full visibility into profitability and performance
- Make proactive decisions and manage your service delivery
Holistic Client Management
- Use historical project information to negotiate your client contracts better.
- Get a centralized view of all your clients and projects.
- Manage billing rates and permitted expenses for each client.
- Access detailed information about project hours, costs, billing, and profitability.
Configurable Time Tracking
Intuitive Time Capture
- Configure your timesheets to capture the information your business needs.
- Track billable and non-billable hours by project and easily assign it to single or multiple clients even when you are mobile.
- Give your supervisors and clients better context around your time entries with comments.
- Ensure your data is as per your organization’s policies with business validations.
Client Billing Management
Flexible Billing Rates & Contracts
- Handle complex contracts within the system as per your customer needs.
- Set billing rates at client, project, or role level to match your contract requirements.
- Model hourly, daily, or monthly rates to capture billing information at the required level of granularity.
- Define and manage billing for fixed-bid or time and materials projects with ease.
Manage End-to-end Billing Workflow
- Transform contract terms to billable data in real-time with a powerful billing generator engine.
- Handle consolidation, amendments, routing for billing approvals, billing data integration to ERP, invoice generation, and payment or receipt reconciliation from our platform.
- Align delivery and finance teams using our collaborative platform based on a system of work done.
- Model billing requests and approvals workflows with an integrated BPM engine.
- Enable your supervisors and managers to setup monthly targets at an individual level.
- Set accurate targets at different levels by rolling up individual billable hours to a group, business unit, or organization.
- Easily handle reduced work hours and exceptions such as holidays or non-working days.
End-to-end Services Revenue Recognition Management
- Model Revenue contracts the way your business works.
- Comply with industry standards – ASC 606 and IFRS 15 — without breaking existing processes.
- Quickly reconcile revenue with contracts, WIP, and billing.
- Generate accurate revenue forecasts informed by complete real-time data.
- Group and summarize invoice data and apply invoice workflows.
- Configure invoices using our templates and quickly share them with your customers.
- Easily manage payment terms, aging, and tracking of overdue invoices.
- Achieve complete control over client invoicing and manage invoice adjustments, exceptions, and delinquencies with ease.
Enhanced Resource Management
Improved Resource Visibility
- View all resources across the organization and manage their allocation.
- Filter based on a number of criteria and look at the exact allocations you need.
- Toggle between daily, weekly, and monthly views.
- Assign resources to projects on the fly.
- Get real-time visibility into client, projects, resources, and billing using our out-of-the-box reports.
- Look at the big picture using our dynamic summary charts and dashboards.
- Configure the reports to match your organization’s reporting needs.
- Stay on top of business metrics like billing, WIP, utilization, margins, etc. and make proactive decisions.