axium demo
DESCRIPTION
TRANSCRIPT
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DISCOVER AJERAAccounting & Project Management
SoftwareMade for A/E Firms
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What We Bring to the TableWE 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.
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Life Cycle of an A/E Project
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TimesheetsAR/AP/GLBilling/InvoicingProject Command CenterStandard ReportsInquiry ReportsSnapshot ReportCustom DashboardRole-Based SecurityFinancial Statement DesignerClient Invoice Designer AttachmentsWeb Access
ajeraCore Add-ons
+ Departmentalize+ Consultant Management + Payroll
Features of ajeraCore & Add-ons, and:
Enhanced Project ManagementEarned Value AnalysisAdditional ReportsAdditional InquiriesProject TemplatesResource SchedulingWorkload Forecasting Task ManagementBusiness DevelopmentPipeline ManagementWin/Loss TrackingTrack New BusinessPaperless Billing Review
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Single Entry, Real-Time Project Command Center
Snapshot Report
This tool was specifically built for Project Manager to
get Real-Time information about
their project to better manage
them.
Project List
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Project Command Center
Customize the Project Command Center to
meet your firms needs.
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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
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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.
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Project Setup
Ajera allows up to 6 levels
in the work
breakdown structure
with unlimited phases
Creating a project
is as easy as
selecting the new button
ajeraComplete offers the
option of copying an
existing project or using a
customized template
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Project Command Center
Manage your resources and tasks in
ajeraComplete.
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Progress Report
AjeraComplete can also help you track your
Earned Value Analysis.
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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
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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
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Snap Shot Report
Time entered is immediately
available for Project Manager viewing including detail
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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.
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Billing Review
Project Managers are able to make notes to the invoice and pass
it along to the Accounting Manager
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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.
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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
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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
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Client Cash Receipt ForecastOur 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.
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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
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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