Is your quote-to-cash process manual or disjointed?

Our Technology Solution:

• Integrate any CRM with finance and service delivery
• Assign and track project resources
• Submit time and expenses and route for approval
• Invoice based on time and materials or a fixed price
• Automate revenue recognition using milestones, schedules, % complete, and project completion

Your Benefits:

• Eliminate duplicate entry, save time, and reduce errors
• Improve cash flow; reduce days sales outstanding (DSO)
• Lower costs with streamlined project management and billing
• Enhance customer satisfaction and loyalty

Do you lack the reports and insight needed to analyze key service metrics?

Our Technology Solution:

• View the business by an unlimited number of data dimensions, (e.g., customer, vendor, employee, product, project, etc.)
• Create custom KPIs, such as average client profitability and average revenue / consultant
• Analyze real-time metrics including project delivery costs, project / client profitability, and employee utilization

Your Benefits:

• Abolish manual and error-prone Excel-based reporting
• Leverage more than 25 reports designed for services businesses
• Provide self-service dashboards for consultants, project managers, executives, etc.

Are your revenue management and project accounting processes disconnected?

Our Technology Solution:

• Ensure compliance with revenue recognition standards (without spreadsheets!)
• Automatically generate billing schedules, contract renewals, & renewal sales opportunities
• Quickly forecast deferred, recognized, and renewal revenue
• Automate accounting and billing for services engagements
• Provide transparent, detailed bills to customers

Your Benefits:

• Cut staff workload; improve accuracy; reduce errors
• Reduce revenue leakage; decrease risk of customer churn
• Provide a single point of audit and reconciliation
• Boost project success with a single-source for project reports, dashboards, and delivery details

Is your budgeting and forecasting process slow and labor-intensive?

Our Technology Solution:

• Model costs, allocations, and profitability by project, customers, or departments
• Plan and forecast revenues using business drivers like billing rates, number of resources, and project duration
• Leverage key assumptions, driver-based planning, and “what-if” analysis

Your Benefits:

• Reduce cycle times by up to 90%
• Jettison Excel-based planning once and for all
• Enjoy a comprehensive and flexible planning process

Is your Legacy applications / IT infrastructure hindering growth?

Our Technology Solution:

• Access via the web from any device (no IT required)
• Use the latest version and newest features … always
• Integrate with other best-in-class solutions (e.g., time and expense, PSA, AP automation, CRM, credit card processing, etc.)

Your Benefits:

• Accelerate user adoption
• Connect remote users with real-time data, dashboards, and reports
• Rapidly scale entities, locations, and currencies
• Consolidate financial and operational data
• Integrate once … it’s guaranteed not to break!

Moving your business away from your existing data silos and Excel-based processes is not as daunting as you might think. We’ll show you how and help quantify the potential benefits / ROI of your investment.