CMAP pulls live timesheet, personal expenses and purchase invoice data to drive real-time Budget vs. Actual reporting.
Real-time awareness enables you to identify poor performing projects and take action (e.g. 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.
CMAP's Workload Schedule tool enables you to make quick changes with a simple drag & drop.
You can even resource within the tool, rather than having to do it within the project itself, and make changes to the allocation e.g. extending the timeframe.
It's further supported by CMAP's skills & attributes tools, helping you to home-in on the right people in your resource pool.
CMAP's resourcing reports make sure you have an accurate view of current and future demand, and if you have the capacity to deliver it.
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, pull in the relevant parts of their fee estimates to build the budget. Or start from scratch. There's an option for every scenario.
With optional approval workflows, solid multi-currency and rate card management, version control—and more—you can have the confidence you'll be able to continue giving clients the level of detail they demand.
Tracking time and expenses is the absolute core for a services company, but most systems make this painful and
CMAP makes it easy (a) because it's so straightforward and (b) as you can access 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 e.g. taking photos of expense receipts and uploading them to your claim and completing your weekly timesheet.
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 contracts and health & safety forms against individual profiles. Plus, there’s space for general forms like handbooks, style guides and so on in the overall HR tab too.Learn More
From a contacts directory, through lead and opportunity management, CMAP assists your business development efforts.
Key functionality includes:
Importantly, this is all assisted by industry-specific job costing functionality not found in standalone CRM's, where the fee is just a number you punch in.
The add-in enables you to:
Whether invoice approval
A variety of out-of-the-box dashboards and reports combine to help your project and finance teams keep on top of
To top it all off, integrations with popular accounting packages free up the time for finance to focus on more productive activities.
The CMAP BI module gives you the drag & 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.
CMAP keeps users up-to-speed on the areas that matter to them e.g. project workers with resourcing, project managers with performance, finance with billing, etc.
Points of note include:
CMAP has a dedicated Finance tab with important tools for your finance team, including:
Don't panic! Access to this area is restricted to approved users with relevant permissions.
CMAP provides simple, direct connections with the apps & tools your business uses every day:
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.
There are over 75 finance and admin tools available to you, including settings for:
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.
– Karina Crowfoot, Oxford Pharmagenesis
– Robert Dodds, Director, BDRC Group
– Karina Crowfoot, Oxford PharmaGenesis
– Karina Crowfoot, Oxford PharmaGenesis