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Live Performance Tracking
CMAP tracks live timesheet, personal expenses and purchase invoice data to drive real-time Budget vs. Actual reports.
You can than then easily identify poor performing projects and take action (adjust resourcing, negotiate additional fees etc.) before it's too late.
The Story So Far feature allows you to compare actuals to your percentage complete and predict the recovery rate.
Over time, CMAP's report suite helps you to understand where your projects are profitable - or not - and gives you the tools to learn, adapt and scale.
Resourcing Made Simple
CMAP's Workload Schedule tool enables you to make quick changes with a simple drag and drop.
You can resource right there within the tool, rather than going into the project itself, and make changes to the allocation or extending the time frame.
It's further supported by CMAP's skills and attributes tools, helping you to find the right people in your resource pool.
Plus, CMAP's resourcing reports make sure you have an accurate view of current and future demand, and whether you have the capacity to deliver it.
Fast, Accurate Fee Estimates
Take the guesswork out of job costing with CMAP's Fee Estimator tool.
The types of projects you do over and over can be templated to establish accuracy and consistency. If you're quoting for a project that's similar to others you've done, you can pull in the relevant parts of their fee estimates to build the budget. Or start from scratch if you prefer - there's an option for every scenario.
With optional approval workflows, solid multi-currency and rate card management, version control, and more, you can confidently give clients the level of detail they demand.
Easy Timesheets & Expenses
Tracking time and expenses is the absolute core for a services company, but most systems make this painful and
CMAP makes it easy because (a) it's so straightforward and (b) as you can submit them 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, including taking photos of expense receipts and uploading them to your claim and completing your weekly timesheet.
Human Resources
Better leverage your people and their skills using CMAP’s HR module.
Through the use of People Profiles and timesheet data, you can keep track of which clients and projects your team has worked on – so if any related projects come up you know who’s already well versed.
Thanks to custom fields, you can also add specific skills and market experience to each staff member too. Need someone on a job who speaks Spanish? Find them at a glance.
You can also store important documents such as health and safety forms and contracts against individual profiles. Plus, there’s space for general forms like handbooks, style guides and so on in the overall HR tab too.
Fully Connected CRM
From a contacts directory, through to lead and opportunity management, CMAP effortlessly streamlines your business development.
Key functionality includes:
- Companies and contacts database for names, addresses, phone numbers, etc.
- Activities to encourage sales-follow up.
- Weighted probability-adjusted forecasting for revenue or resourcing reports.
- Seamless lead to pipeline to project conversion workflow - no rekeying or duplication.
- Alerts on your dashboard, in CMAP For Outlook and in CMAP Go on your smartphone.
Importantly, this is all assisted by industry-specific job costing functionality not found in standalone CRMs where the fee is just a number you punch in.
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CMAP for Outlook
The add-in enables you to:
- Complete and submit your timesheets.
- Request and manage time off.
- Complete CRM activities and schedule follow-ups.
- View existing leads and opportunities and create new ones - without having to leave Outlook.
- Save copies of emails against contacts, specific leads and projects.
- View company and contacts data from CMAP in Outlook, and create contacts from Outlook in CMAP.
Flexible Invoicing Workflows
Whether invoice approval
There's a variety of out-of-the-box dashboards and reports to help your project and finance teams stay on top of
And as an added bonus, integrations with popular accounting packages free up the time for finance to focus on more productive activities and add real value to your business.
Business Intelligence
The CMAP BI module gives you 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 to 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.
Custom Dashboards
CMAP keeps users up-to-speed on the areas that matter to them, be it project workers with resourcing, project managers with performance, or finance with billing.
Points of note include:
- Personalisation. You can drag and drop to re-order your dashboard to suit your preferences.
- Custom dashboard boxes - built using CMAP BI - can be published to your dashboard so you don't need to go off and manually run reports.
- Dashboards are live. They take the data as it stands right now, so you can make confident decisions.
- They're also interactive. You can simply click an item to be linked through to the relevant area to investigate or take action.
Dedicated Finance Tools
CMAP has a dedicated Finance tab with important tools for your finance team, including:
- Managing roles and rates.
- Currencies and FX rates.
- Revenue recognition and month-end.
- Accounting package integrations.
Don't panic! Access to this area is restricted to approved users with relevant permissions.
CMAP Mobile Apps
CMAP Go makes it easy for your people to stay on top of timesheets, expenses, business development activities and time off - wherever they are.
CMAP BI puts custom reports onto your smartphone, so you can access your key reports whenever you need them.
Integrate With Key Systems
CMAP provides simple, direct connections with the apps and tools your business uses every day, including:
- General ledger and accounting packages such as QuickBooks, Microsoft Business Central, Sage, Xero, etc.
- BI reporting tools including Microsoft PowerBI, Tableau, and Yellowfin via our Direct Reporting Service
Self-Serve With Powerful Admin Tools
We don't want to be a blocker. It's very rare you'll need to come to us to make a change to your system.
CMAP's self-serve set up combines the tailored benefits of a bespoke solution with the flexibility of the cloud.
All the crucial finance and admin tools are available for you to tweak as needed, including settings for:
- Creating custom fields and pages
- Timesheet adjustments/movements
- Security and user access
- And many more!
”We’ve always had Project Admins who take care of all the actions for their teams. The difference now is that they can do their job much more easily. They’ve championed the introduction of CMAP.”
– Karina Crowfoot, Oxford Pharmagenesis
”CMAP makes sense of everything instantly and shines light into corners which never saw light before.”
– Robert Dodds, Director, BDRC Group
”CMAP allows me to make better use of my time; if someone drops a request on me in the past it might have eaten up hours of my time, but now I can have an answer for them in seconds.”
– Karina Crowfoot, Oxford PharmaGenesis
”There have been huge improvements in time management. CMAP has opened our eyes to how much time we haemorrhaged into near enough every single project.”
– Karina Crowfoot, Oxford PharmaGenesis
