Sales and Forecasting

  • Estimate Management
  • RFP/SOWs
  • Client Communication

Business Impact

Customer Acquisition Cost

Win more clients with fewer resources at the best margins.


Use business development activity captured in NetSuite to more accurately predict wins.

Client Satisfaction

With better information, account managers have informed exchanges with clients.

Marketing Effectiveness

By tying wins to programs, understand where to invest for the best ROI.

Project Management

  • Workflow
  • Portfolio Optimisation
  • Real-Time Project Analytics

Business Impact

Burn Demand

Understand where projects are against budgets instantly.

Portfolio Optimisation

Manage investments in client projects that are most important to the business.

Project Analytics

Understand which tasks or discipline groups are performing best, and see best margin areas.


  • Traffic Management
  • Skills and Utilisation
  • Forecast Capacities

Business Impact

Traffic Management

Manage resource workflow and allocations to optimise budgets and schedules with freelancers.

Leverage Skills

Automate inventory management and resource skill and experience searching.


Anticipate demands and margins on resources against projects. Plan hiring with transparency into portfolio skill demands.

Media and Procurement

  • Campaign Budgeting
  • Insertion Order Management
  • Reporting

Business Impact

Campaign Planning

Collaboratively plan campaigns and include approval workflow.

Insertion Orders

Manage insertion order transaction workflow and invoicing.


Report on IO reconciliation management for performance and billing.

Execution and Delivery

  • Timesheet, Expense Collection
  • Out of Pocket Management
  • Workflow

Business Impact

On-Time Delivery

Improve accuracy of planning and execution through collaborative planning and execution.

Cost to Serve

Track all project financial metrics from budgeting to billing.

Cycle Time

Reduce client cycles through effective information access and communication.

Cash Flow Management

Improve cash flow with quicker, more accurate invoices.

Billing and Revenue

  • Billing Rate Cards
  • Revenue Schedules

Business Impact

Bill and Receive

Bill with client, project or service rate cards that flow to invoices.

Delivery Costs

Gain insight into costs and margins for the business.

Cost to Prospect Close

Remove inefficiencies in sales, execution and billing cycles, reducing total cost to serve.

Financial and Analytics

  • Multi-Entity Reporting
  • Cost Accounting
  • Revenue Recognition

Business Impact

Real-Time Visibility

Role-based insight enables data-driven decision-making.

Staff Productivity

View resource utilisation and billing forecasts.

Revenue Recognition

Streamline the back office and report with accuracy.

Cash Management

Gain real-time insight into cash status and needs.