Project Performance
Live timesheet, expenses and purchase invoice data drives real-time Budget vs Actual reports.
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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 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.
Gap Analysis Reporting
CMAP allows you to set targets and run revenue and invoicing gap analysis reports:
- By Client
- By Project Type
- By Team
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.
Resourcing Made Simple
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.
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, 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.
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, 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.
MSA Tracking
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.
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.
Custom Fields & Pages
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.
CMAP for Outlook
The add-in enables you to:
- Complete and submit your timesheets.
- Request and manage time off.
- Complete CRM activities and schedule new follow-up activities.
- View existing leads and opportunities and create new ones - without having to leave Outlook.
- Save copies of emails against contacts, as well as against 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
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.
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.
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) 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.
Human Resources
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.
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 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 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 for 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.
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 and rates
- Currencies and FX rates
- Revenue recognition and month-end
- Accounting package integrations
Don't worry though, access to this area is restricted to approved users with relevant permissions.
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, and more.
- 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!
”As a growing company, we were looking for a software solution that would help us increase efficiency with invoicing & managing our accounting processes. CMAP offers all of this and more! We see CMAP as an essential tool to help us meet our future business objectives”
– Louise Bates, Senior Consultant, Fingerpost Consulting
”CMAP makes sense of everything instantly and shines light into corners which never saw light before.”
– Robert Dodds, Director, BDRC Continental
