Live timesheet, expenses and purchase invoice data drives real-time Budget vs Actual reports.
CMAP tracks live timesheet, personal expenses and purchase invoice data to drive real-time Budget vs. Actual reports.
You can 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.
CMAP allows you to set targets and run revenue and invoicing gap analysis reports:
Gap analysis reports help your company hit its targets, and allow you to take measures to make sure the overall target is achieved - such as reducing a target that will be missed whilst increasing one that's already been met.
CMAP's Workload Schedule tool enables you to make quick changes with a simple drag and drop.
You can resource directly within the tool, rather than going into the project itself, and make changes to the allocation such as extending the time frame.
It's further supported by CMAP's skills and attributes tools, helping you 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 or not 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, if you prefer, 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 confidently give 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, such as 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 and their value, live projects and how they're performing, completed projects (including 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 stores your Master Service Agreements, including the all important expiry date, so your team can give themselves enough time to tackle renegotiations.
You can upload your MSA documents, record any non-competes, and 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 like 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.
Not only can you create custom fields in CMAP, but you can also produce entire pages to kill off even more of your ad-hoc spreadsheets.
You can set up a milestones and deliverables list, build in an appraisal process, even create a tab for those project reviews you know you should be doing. The possibilities are endless, and it can all be done in seconds with a couple of clicks.
As if that wasn’t enough, you can also generate reports on all the data you’ve got in those custom pages using the Report Builder tool within CMAP BI.
No need for costly custom development and no getting left behind when we roll out updates. Just simpler processes, more visible data and more actionable reports.
The add-in enables you to:
Whether invoice approval
Fees and additionals can be split into separate lines and 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 and add value to the business.
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.
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) 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, as well as completing your weekly timesheet.
The HR module will let you manage your workforce – and better utilize their skills – right from within CMAP.
Store important documents such as contracts and appraisals against their individual People Profiles, and have general documents (return to work forms, employee handbooks etc) accessible from the main HR tab.
Through the use of custom fields you can add in key skills, abilities and experience to each staff member, allowing you to easily select the best qualified person for any particular project.
Plus, as their timesheet data feeds into the Client and Project Experience panels, you can get an up-to-the-minute view of who your teams are working with, and on what projects.Learn More
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:
From a contacts directory, through to lead and opportunity management, CMAP effortlessly streamlines your business development.
Key functionality includes:
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.
CMAP has a dedicated Finance tab with important tools for your finance team, including:
Don't worry though, access to this area is restricted to approved users with relevant permissions.
CMAP provides simple, direct connections with the apps and tools your business uses every day including:
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:
Dashboards are fuelled with live data, providing real-time performance insights, alerts and workflow triggers - all of which help your company run like a well-oiled machine.
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.
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 phone.
– Louise Bates, Senior Consultant, Fingerpost Consulting
– Robert Dodds, Director, BDRC Continental