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Axium Demo

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Transcript

  • 1. Discover Ajera
    Accounting & Project ManagementSoftware
    Made for A/E Firms
  • 2. What We Bring to the Table
    We are Exclusive to the A/E Industry.
    100% of our energy and resources are geared towards our clients and the industry as a whole.
    We are Committed to Helping Firm’s be Successful Beyond Our Software.
    We want to help build the community that has built us.
    We Pride Ourselves on Growing Organically.
    Like our clients we gain our business through referrals and hard work.
    We Have Built Our Software Around Ease of Use.
    We feel that Project Manager involvement can drive success and phase level margins drive profit.
    Outsourcing is Not an Option for Axium.
    Our company culture allows us to listen to what our clients are needing and respond. Because our company is centrally located, we are able to walk down the hall to reach Customer Service, R&D, even our Principles.
  • 3. Life Cycle of an A/E Project
  • 4. Features of ajeraCore & Add-ons, and:
    Enhanced Project Management
    Earned Value Analysis
    Additional Reports
    Additional Inquiries
    Project Templates
    Resource Scheduling
    Workload Forecasting Task Management
    Business Development
    Pipeline Management
    Win/Loss Tracking
    Track New Business
    Paperless Billing Review
    Timesheets
    AR/AP/GL
    Billing/Invoicing
    Project Command Center
    Standard Reports
    Inquiry Reports
    Snapshot Report
    Custom Dashboard
    Role-Based Security
    Financial Statement Designer
    Client Invoice Designer
    Attachments
    Web Access
    ajeraCore Add-ons
    + Departmentalize
    + Consultant Management
    + Payroll
  • 5. Single Entry, Real-Time Project Command Center
    Project List
    Snapshot Report
    This tool was specifically built for Project Manager to get Real-Time information about their project to better manage them.
  • 6. Project Command Center
    Customize the Project Command Center to meet your firms needs.
  • 7. Snapshot Report
    Project Managers are able to see their Contract, WIP, Billed and Spent amounts at any given time in Real-Time.
    Project Managers Can drill into detail from the same screen
  • 8. Snapshot Detail
    Project Managers are able to immediately see hours and expenses that have been allocated to their projects, including notes that may be attached.
  • 9. Project Setup
    Creating a project is as easy as selecting the new button
    Ajera allows up to 6 levels in the work breakdown structure with unlimited phases
    ajeraComplete offers the option of copying an existing project or using a customized template
  • 10. Project Command Center
    Manage your resources and tasks in ajeraComplete.
  • 11. Progress Report
    AjeraComplete can also help you track your Earned Value Analysis.
  • 12. Time Sheets
    Ajera’s advanced security options give you the ability to control the information flow throughout your firm.
    Depending on your firms culture, the software may look solely like a time sheet for some employees
  • 13. Time Entry
    Employees are able to enter time to multiple projects within the same timesheet, and write unlimited notes that will flow throughout the software
  • 14. Snap Shot Report
    Time entered is immediately available for Project Manager viewing including detail
  • 15. Invoice Tab
    Project Managers are able to see invoice history along with information on specific projects to utilize ajeraComplete’s Paperless Billing Review. This will help them better prepare for upcoming meetings with clients.
  • 16. Billing Review
    Project Managers are able to make notes to the invoice and pass it along to the Accounting Manager
  • 17. Client Invoicing
    Accounting Managers can easily make changes such as splitting or moving time between phases and projects. Time can also be put on a deferred status.
  • 18. Client Invoicing
    Finalizing an Invoice is as easy as clicking print and selecting an invoice and accounting date. Once this is done time will automatically be moved from WIP to Billed
  • 19. Project Overview
    Project Managers are instantly able to see that their WIP has been billed. They can now better understand where their project stands and concentrate on the work ahead of them
  • 20. Client Cash Receipt Forecast
    Our Client Cash Receipt Forecast can help you better understand your clients billing cycle in respect to your AR. This is done by determining, on average, how many days it takes the client to pay you then using that information to forecast when you can expect to see that cash flow.
    This report also gives you a red flag when a client’s receivable is out of their normal payment schedule.
  • 21. Client Cash Receipt Forcast
    The Cash Receipt Forecast also shows you when you can expect to see revenues from WIP. It estimates how many days it generally take you to bill the client and references that with the estimated days it takes your client to pay
  • 22. Project Workload Report
    The Project Workload Report helps you evaluate your current and workload and adjust your staffing needs.
    With ajeraComplete you can forecast your future workload including your business development efforts