Performance Automation

Suite for your business

Powerful business control & performance clarity with automated dashboards, analytics and automated Employee Performance Scorecards.

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    Well Run Professional Firms Watch:

    New Deals & Conversion Rates

    New Deals & Conversion Rates

    On time Delivery & Delay rates

    On time Delivery & Delay rates

    Business Pipeline

    Business Pipeline

    Employee Occupancy

    Employee Occupancy

    Billed & Vacancy Rates

    Billed & Vacancy Rates

    Service Efficiency & Compliance Scores

    Service Efficiency & Compliance Scores

    Client Feedback Score

    Client Feedback Score

    Average Hourly Recovery Rates

    Average Hourly Recovery Rates

    Automation Suite For Professional Firms

    Dashboards

    Analytics

    Employee Scorecards

    Business Health Tracker

    Features:

    • ✓ Complete ERP for Professional Service Firms
    • ✓ Integrated Analytics & Intuitive Dashboards
    • ✓ Project Planning, Hours Tracking
    • ✓ Hourly, Retainership, Project Based, Deliverable Based billing features
    • ✓ Invoicing, Claims, Collections Tracking
    • ✓ Pre-built Employee KPIs
    • ✓ Scorecards, Appraisal& Performance Monitoring
    • ✓ Integration with Accounting Packages viz., Quickbooks

    Analytics & Dashboards

    Watch insightful metrics sliced and diced intuitively to bring clarity of performance & progress of organization

    Organization Design

    Design hierarchy, reporting lines & clear roles and designations for better control & accountability

    Performance Scorecards

    Set KPIs & measure in real-time performance of employees & service delivery teams for transparency & clear focus

    Sales & CRM

    Track business leads, deals and monitor potential and empower your sales team to better handle business funnel

    Projects Planning

    Plan your milestones & tasks meticulously through variety of standard project templates and assign team and estimated effort

    Employee Hours Tracking

    Track your employee hours against task, client projects including back office functions viz., marketing, training, administration & accounting

    Client Tickets

    Let your clients raise issue tickets & track their closure against SLAs.  Get alerts or escalate delays

    Checklist & Compliance

    Identify review check points, statutory compliances, operating procedure checklists, assign to responsible employees & measure adherence scores

    Billing & Claims

    Raise invoices on customers, debit notes for reimbursement claims, internal expenditure tracking & monitor receivables & collections

    Integration with Quickbooks

    Automated accounting transactions posting in QuickBooks to avoid duplication of effort & manual errors in entries

    Who can be benefitted:

    Chartered Accountancy Firm

    Chartered Accountancy Firm

    Audit & Advisory Firms

    Audit & Advisory Firms

    Engineers & Architects

    Engineers & Architects

    Software Development Companies

    Software Development Companies

    Management Consulting Firms

    Management Consulting Firms

    Project Management Companies

    Project Management Companies

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