Project Management and Revenue Forecasting in the Cloud

Challenge:

  • Previously spending hundreds of hours building and managing projects in Excel spreadsheets
  • No visibility into project service revenue, resulting in inaccurate forecasting and limited planning insight
  • Lack of visibility into resource demand based on sales pipeline
  • Increasing costs to manage fixed-priced projects

Solution:

  • Project Templates allow project managers to rapidly create new projects with built-in tasks, timelines and deliverables
  • Cloud-based solution integrates sales, service and finance in one tool
  • Automatic revenue calculations for fixed-priced projects
  • Highly accurate revenue and resource forecasting and  planning

Results:

  • Saving hundreds of hours with streamlined, automated and centralized processes
  • Complete project and pipeline visibility enables better executive decision-making and revenue tracking
  • Real-time information and updates available on-the-go via mobile devices

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