Product Features
Pitching and Forecasting
Streamline the pitch-to-invoice process and improve estimates.
- Estimate Management
- RFP/SOWs
- Client Communication
Business Impact
Customer Acquisition Cost
Win more clients with fewer resources at the right margins.
Forecast
Use business development activity captured in NetSuite to more accurately predict wins.
Client Satisfaction
With better information, account managers have informed exchanges with clients.
Marketing Effectiveness
By tying wins to programs, understand where to invest for the best ROI.
Project Management and Production
Collaborate across projects, improve profitability and track progress in real time.
- Workflow
- Portfolio Optimization
- Real-Time Project Analytics
Business Impact
Burn Demand
Understand where projects are against budgets instantly.
Portfolio Optimization
Manage investments in client projects that are most important to the business.
Project Analytics
Understand which tasks or discipline groups are performing best, and see best margin areas.
Resourcing
Get the right skills on the right assignments while optimizing resources.
- Traffic Management
- Skills and Utilization
- Forecast Capacities
Business Impact
Traffic Management
Manage resource workflow and allocations to optimize budgets and schedules with freelancers.
Leverage Skills
Automate inventory management and resource skill and experience searching.
Forecast
Anticipate demands and margins on resources against projects. Plan hiring with transparency into portfolio skill demands.
Media and Procurement
Manage purchase orders, budget for campaigns and reconcile insertion orders.
- Campaign Budgeting
- Insertion Order Management
- Reporting
Business Impact
Campaign Planning
Plan campaigns collaboratively and include approval workflow.
Insertion Orders
Manage insertion order transaction workflow and invoicing.
Reporting
Report on IO reconciliation management for performance and billing.
Execution and Delivery
Seamlessly collect time and expense, optimize performance and deliver client reports.
- Campaign Budgeting
- Insertion Order Management
- Reporting
Business Impact
On-Time Delivery
Increase accuracy of planning and execution through collaborative planning and execution.
Cost to Serve
Track all financial metrics of a project from budgeting to billing.
Cycle Time
Reduce client cycles through effective information access and communication.
Cash Flow Management
Improve cash flow with quicker, more accurate invoices.
Billing and Revenue
Improve billing accuracy and quickly move from invoice to cash to free cash flow.
- Billing Rate Cards
- Revenue Schedules
Business Impact
Bill and Receive
Bill with client, project or service rate cards that flow to invoices.
Delivery Costs
Gain insight into costs and margins for the business.
Cost to Prospect Close
Reduce inefficiencies in sales, execution and billing cycles, reducing total cost to serve.
Financial and Analytics
From reporting and analytics to insight and decision-making, gain a more complete, real-time picture of your business.
- Multi-Entity Reporting
- Cost Accounting
- Revenue Recognition
Business Impact
Real-Time Visibility
Role-based insight enabling data-driven decision-making.
Staff Productivity
View resource utilization and billing forecasts.
Revenue Recognition
Streamline the back office and report with accuracy.
Cash Management
Gain real-time insight into cash status and needs.
