Streamline Project Delivery
in 9 Proven Steps

STEP 1

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.

STEP 2

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.

STEP 3

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.

STEP 4

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.

STEP 5

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.

STEP 6

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.

STEP 7

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.

STEP 8

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.