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 allows you to set targets and run revenue & invoicing gap analysis reports:
Gap analysis reports are a great measure to help your company hit its targets and take measures to make sure the overall target is hit e.g. reduce a target that will be missed whilst increasing a target that has already been hit.
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.
Every company has a Key Account Management profile, pulling together useful information for account managers and client services.
Key objectives can be set (e.g. expanding into other accounts) and reviewed to help keep the strategic aims of the business in focus.
CMAP charts sales year-by-year, so you can see at a glance whether business is growing or falling.
What's more, you get an overview of all the current opportunities (incl. their value), live projects (incl. how they're performing), completed projects (incl. what the average recovery rate is with the account) and even cost of sale information on the projects that didn't progress.
All of this data serves to put you in the optimal position to plan and handle the account.
CMAP store your Master Service Agreements, including the all important expiry date, so your team afford themselves enough time to tackle renegotiations with no time-pressure.
You can upload your MSA documents, record any non-competes & sort by expiration date in one central area.
You can even safeguard your MSA's with CMAP's Security Tool, which restricts access to specific user groups e.g. your finance and client services team.
Retainers act as a parent project in CMAP, allowing you to link child projects to them so you can keep track of how much fee you have left to use up.
All of the child project data is consolidated in the parent retainer project.
If you're working to MSAs covering multiple global regions, you can also manage retainers in multiple currencies.
It's as simple as that.
The add-in enables you to:
Whether invoice approval
Fees and additionals can be split to into separate lines and get posted to different ledger accounts, so pass-throughs don't skew your financial reporting.
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.
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.
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:
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.
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
– Louise Bates, Senior Consultant, Fingerpost Consulting
– Karina Crowfoot, Oxford PharmaGenesis
– Robert Dodds, Director, BDRC Continental