Key Features

• Financials: Integrate with Bill Review to automate billing processes. Send invoices to clients via email and collect payments electronically. Pay consultants and vendors through online fund transfers. Build reports to determine payable amounts. Automatically update exchange rates to convert currencies quickly. 
• Contact Manager: View interactions, connections, partner or client histories and vital business intelligence about project probabilities. Navigate directly to associated leads, projects, personnel documents and opportunities using built-in links. 
• Personnel Module: Access employee certifications, project experiences and areas of expertise to help assign tasks based on credentials. 
• Project Management: View project data in real time and promote a collaborative work environment. 
  • Resource Planning: Allocate resources efficiently using scheduling modules. Access staff utilization metrics to help make informed decisions. 
  • Work Orders: Allow workers to update work order statuses regularly to eliminate data entry errors. Create to-do lists with predefined information such as labor codes, billing statuses, project phases and job titles. 
  • Reporting and Analytics: Generate a single report consisting of project metrics of multiple projects. Allow authorized workers to access sensitive information. View and analyze reports in real time to help speed up business processes. 
  • Time and Expense: Track workers’ actions using timesheets. Define project-specific rates using expense sheets. 
• Firm Organization: Access internal corporate documents, organizational structures and histories to get hold of issues and plan strategically. Customize categories by practice areas, studios, offices and divisions. 
• Workflows: Improve communication among departments and manage information flow by automating work processes. Email requests, send notifications when new projects are added and deliver project number request forms to accounting. Set system alerts for events such as registration expirations and changed field values. 
• Revenue Projection Grid: Estimate expected revenue from pending opportunities, evaluate sales pipeline strength by date ranges and make strategic adjustments to personnel resources, project staffing and business development efforts. 
• Value Lists: Gain flexibility and control over the structure of business data with access to value lists of company types, affiliate roles and owner relationships. 
• Quick Search: Find information quickly by using a complex algorithm that interprets search terms using different logic tools. Search across contacts, companies, leads, projects, opportunities, reports, resume introductions and images. 
• Activity Manager: Manage emails, call logs and tasks from a single screen. Edit, associate and filter activities for multiple records by switching to grid view. 
• Email Marketing: Manage, create and share email campaigns efficiently. Ensure emails are not identified as spam and are formatted properly on every device using spam and platform testing functionality. Track open and click rates to help identify underperforming and successful campaigns. 

Limitations

•  Customized fields aren't reflected in reports, limiting the usefulness in data analysis. 
•  The report module is challenging for novice or average users due to inconsistent naming and a large quantity of fields. 
•  The publisher module doesn’t allow users to create or export several resumes and projects at once. 

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