Streamline Project Delivery
in 9 Proven Steps
Review your current business approach
You’re in good hands - we’ve been doing this since 2010. We start your implementation of best practice project delivery over a kick off meeting focused on your business needs.
We review your target clients and current business approach and map out a best practice based process tailored to your needs drawing from our experience implementing similar clients.
Design & configure a best practice CRM / Proposal process
Manage your entire sales pipeline / proposal lifecycle including leads prospects, opportunities / proposals and customers. Analyze performance across the organization and have real-time insight into the work in progress and A/R and budget for any client.
Our CRM / Proposal process is fully integrated with all elements of the solution.
Design & configure a best practice time & expense tracking process
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.
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.
Design & configure a best practice Project Delivery process
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.
Design & configure a best practice Resource Planning process
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.
Design & configure a best practice Invoicing process
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.
With integrated invoicing, you can now simply email your customers the minute they're approved.
Design & configure best practice Dashboards & Reports
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.
Full Cycle Validation & User Training
With this step, we work with your team to educate them by role & function based on their permissions.
Our consultants ensure all users are fully trained on all functionality associated with their role so they can gain the best possible benefit from the solution.
Go live with a streamlined Project Delivery process based on proven Best Practice approaches
Congratulations! Your business has now successfully implemented Continuum PSA & best practice project delivery.
Like our diverse clients worldwide, you'll now enjoy the benefits of streamlined project delivery that includes saving you overhead, reducing costs, increasing margins, providing real time forecasting and reporting and ultimately improving customer satisfaction.
Go from multiple sources...
to one unified solution
Continuum PSA combines your sales pipeline, project budgeting & forecasting, timesheets, expenses, resource demand & forecasting and invoicing into a single solution. Gain real-time insight into where your business is now and where it can take you using configurable dashboards & reports.
Lisa Estrada, PMO Manager
It fits our workflow and struck the right balance of capability and cost. The team was also very helpful and knowledgeable, which gave me confidence we would be able to successfully implement. Everything is now all in one. We can easily manage all our projects across multiple areas.
NET2NET IT SOLUTIONS
Brian PavIidis, CEO
CrossConcept Continuum PSA makes it easier for me to do my job as CEO. I don’t think of it as just a PSA system, but rather as a business solution that enables me to manage my entire business on a daily basis. We seen a monthly calculated saving of 18.5% on-time usually spent using legacy systems, spreadsheets, and outdated methods