Healthcare Communications

Live Performance Tracking

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.

Gap Analysis Reporting

CMAP allows you to set targets and run revenue & invoicing gap analysis reports:

• By Client
• By Project Type
• By Team 

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.

Resourcing Made Simple

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.

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, 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. 

Key Account Management

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.

MSA Tracking

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.

Manage Retainers With Ease

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.

Flexible Invoicing Workflows

Whether invoice approval is project manager-driven, centrally-driven or somewhere in between, CMAP can be configured to suit your preferred processes.

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.

Business Intelligence

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.

Easy Timesheets & Expenses

Tracking time and expenses is the absolute core for a services company, but most systems make this painful and time consuming.

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.

Custom Dashboards

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:

• Personalisation. You can drag & drop to re-order your dashboard to suit your preference
• 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 interactive. Meaning you can simply click an item to be linked through to the relevant area to investigate or take action

Fully Connected CRM

From a contacts directory, through lead and opportunity management, CMAP assists your business development efforts.

Key functionality includes:

• Companies and contacts database e.g. names, addresses, phone numbers, etc.
• Activities e.g. for sales-follow up
• Weighted probability-adjusted forecasting e.g. 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 CRM's, where the fee is just a number you punch in.

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. 

Dedicated Finance Tools

CMAP has a dedicated Finance tab with important tools for your finance team, including:

• Managing roles & rates
• Currencies & FX rates
• Revenue recognition & month-end
• Accounting package integrations

Don't panic! Access to this area is restricted to approved users with relevant permissions. 

Integrate With Key Systems

CMAP provides simple, direct connections with the apps & tools your business uses every day:

• General ledger & accounting packages e.g. QuickBooks, Microsoft Business Central, Sage, Xero, etc.
• BI reporting tools e.g. Microsoft PowerBI, Tableau, Yellowfin, etc., via our Direct Reporting Service