Live personalized dashboards so you can see exactly what matters to you.
CMAP keeps users up to speed on the areas that matter to them with fully customisable dashboards.
KYC and AML compliance is essential. CMAP's functionality enables you to run a robust Customer Identification Program, conduct Customer Due Diligence, and move forward with a watertight ongoing monitoring procedure - ensuring reviews are carried out based on thresholds developed as part of the customer's risk profile.
Furthermore, CMAP helps you to track staff training and ensure confirmations of AML awareness, meaning you can identify any of your people in need of being brought up to date too.
Projects can be run as time and materials or fixed fee.
Budgets can be built in a variety of ways. Quote days against deliverables and roles in the Fee Estimator, or even push a project live without a budget so you can immediately capture billable time for things like ad hoc tax investigations.
Choose from centrally approved market, client, etc, rate cards – or create custom project-specific rate cards - in the appropriate currency for the project.
You can even copy budgets from other projects, or copy other projects full stop, to accelerate set-up and give more and more time back to your team.
Plus, budget sign-off procedures can also be activated, with varying thresholds of control.
Tracking time and expenses is the absolute core for an accounting practice, but most systems make this painful and time consuming. CMAP makes it easy because (a) it's so straightforward, and (b) you can access CMAP from anywhere on desktop, tablet or mobile.
The CMAP Go smartphone app is available on iOS and Android devices and is packed with useful features, such as taking photos of expense receipts and uploading them to your claim, completing your weekly timesheet, and processing sales follow-up activities.
CMAP runs on live data, with project budget, timesheets, expenses and purchases always visible.
This real-time awareness enables you to identify issues - such as resourcing projections exceeding the PO value, or out-of-scope time not being booked to an ad hoc billable - and take action before it's too late.
The Story So Far feature uses actuals-to-date plus future resourcing data to tell you where your project is headed and what it's likely end margin or recovery rate will be.
Over time, CMAP helps you to understand where you're profitable and gives you the tools to adapt and scale.
CMAP’s invoice and forecast calendar gives you an at-a-glance look at your cashflow position.
The colour-coded calendar lets you see which invoices have been raised, which are paid or outstanding, and those planned in for further down the line.
It pulls all this information straight from each project so you can see your financial position immediately without having to run any additional reports or calculations.
CMAP brings your timesheet and personal expense data into a billing platform designed to get time and materials invoices out, and get them out fast!
The project rate card and user role mapping guarantee you bill clients at the right rate - in whatever currency you like - every time.
Fixed fee billing is quicker still, with a simple 1-2-3 of Schedule, Approve and Create Workflow.
CMAP's focus is doing what you need to do, quickly, freeing up time for more productive pursuits.
To top it all off, integrations with popular accounting packages remove redundant rekeying of your work.
CMAP's HR module enables you to capture the skills and experience of your resource pool and use that data when making resourcing decisions.
The drag and drop Workload Schedule tool allows you to assign users to projects and make quick changes - such as swapping out one user for another.
What's more, your resourcing data can be used to fuel revenue projections if appropriate, as well as inform the likely end margin of the project, and helps you track to hit - but not exceed - an agreed PO value.
The CMAP BI module features the drag and drop Report Builder tool, giving you the freedom to dig deeper into your data.
Create your own custom reports, choosing the datasets, filters and calculations that will get you the answers you're looking for.
Reports can also be shared with colleagues or published straight to your dashboard, ensuring you're always switched on.
From the contacts directory, through to lead and opportunity management, CMAP easily helps you win new business.
Importantly, the CRM is assisted by industry-specific fee creation functionality not found in standalone CRMs.
Key functionality includes:
The add-in enables you to:
View existing leads and opportunities in the pipeline associated with the contact - and create new ones without having to leave Outlook.
Complete and schedule CRM activities such as sales follow-up, AML checks, etc.
CMAP provides simple, direct connections with the apps and tools your business uses every day:
Dashboards are fuelled with live data, providing real-time performance insights, alerts and workflow triggers, all of which help your company run more slickly.
The visual layout focuses you on the areas that require your attention. The icons are clickable, and CMAP will link you through to the relevant area for a deeper look.
Focus on the data that matters to you. Whether you're a project manager, finance user or senior management; there's a dashboard to suit you.
With CMAP BI, you can create custom dashboards to leverage your data, as well as share them with colleagues and even publish them straight to your mobile phone.
– Rik Bijmholt, Anderson McGyver
– Robert Dodds, BDRC Group
– Daryl Edwards, Q5 Partners
– Catherine Mulcahy, 2020 Delivery
– Bill Thomas, Managing Director, EquaTerra (now KPMG)
– Jo Cribbin, Peru Consulting