Custom Business Applications
Get the workflow out of spreadsheets and email.
An application built around how your firm actually works, with a record of who did what, so the process no longer lives in one person's head or one shared spreadsheet.
Services
Systems that give your team its time back
Each one starts from a job your people do by hand today, and ends with a system that does the digging for them, on the tools you already run.
Workflow Automation
Take the repeated steps off your team's plate.
Transmittals, filing, numbering, reminders: the steps people repeat dozens of times a week, done by the system and logged, while your people handle the exceptions.
System Integration
Enter it once.
Deltek, Microsoft 365, SharePoint and your own tools connected, so the same project, client or invoice is not typed into three places and checked in a fourth.
Dashboards and KPI Reporting
This month's numbers, this month, without the spreadsheet.
Backlog, WIP, utilization, receivables and fee from your own ledger, current every day, each defined once so the partners stop debating whose number is right.
Legacy System Modernization
Retire the tool everyone depends on and nobody wants to touch.
The old database or macro-filled workbook the firm runs on, rebuilt so it can be supported, with its rules kept, its data moved, and the old one running until the new one is proven.
Operations Leadership
Someone who owns operations.
For firms where operations falls between the partners: the reporting, the software and vendor decisions, and the list of things that should have been automated years ago.
Current Offers
Fixed fees, no per-seat pricing, and you own what is built.
Deltek Clarity
from US$18,000 fixed fee, 3-4 weeks
Backlog, work not yet invoiced, receivables and days to collect, utilization, and fee by client, office and principal, on one screen that stays current, read straight from Vantagepoint. Nobody rebuilds it in Excel at month-end, you can ask it questions in plain English, and nothing in Deltek changes.
Project email & transmittals
from US$15,000 setup, then US$500 a month, no per-seat fees
File project email from Outlook and find it again in under a second, years later. Send transmittals and large files with a link for each recipient, so you know who downloaded which set, and when. Notes on PDF bookmarks print on the cover sheet. It covers what engineering firms use Newforma for, except RFI and submittal logs.
Pursuit Radar
from US$1,250 a month per market
Every week, the rezoning, development and building permit filings in your markets, read for you: who owns the land, who is designing it, and which seats are still open. Short briefs your BD lead can act on the same day, months before the RFP.
Fractional operations lead
from US$8,000 a month, 1-2 days a week
One to two days a week of an operations lead, for firms where operations falls between the partners: the reporting, the software and vendor decisions, and the list of things that should have been automated years ago.
Ways to work together
Pick the size that fits the problem.
A fixed-fee build
3 to 4 weeks
One question answered, one system running. The scope is agreed in writing before it starts, and the price does not move.
Phased delivery
8 to 16 weeks
A larger system delivered in pieces you can use as each one lands, with a check-in every week.
Fractional operations lead
Monthly
One to two days a week of an operations lead, for firms that need one and do not need a full-time hire.