infographic - aec practice management

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WHAT IS PRACTICE MANAGEMENT SOFTWARE ELEVATOR PITCH WHO USES IT DOES WHAT TYPES i i It‘s a business tool. It captures practice-wide data in a single location -creating valuable information. A single data source provides a clear and precise view on business health Professional service organisations that sell time-based services such as architects, lawyers and accountants. Manages the time, costs, work and people associated with delivering services to clients. Most solutions are industry specific and some allow data transfer with other pre-existing systems like accounting and email. Time and Expense Management Project Accounting and Billing Contact Management Project Management Reporting Resource Management Document and Email Management 68% The service sector represents about of the Australian economy today. If you don’t know where you’re going, any road will take you there. THE CHESHIRE CAT, Alice in Wonderland DO WHAT YOU LOVE! DESIGN VS PRACTICE MANAGEMENT You are an architect, engineer or construction design professional. You design for a living and you love it. It’s understandable you’d rather poke your eyes out with a blunt stick than spend hours on timesheets, budgets or invoicing. Sadly, your practice won’t succeed without these important business processes. So how do you make sure both you and your practice survive? Luckily, it’s the 21st century and we have the technology – practice management software. Give yourself more time to do what you love (no excuses). i 73% of Australian SMEs would like to spend more time on growth, but are bogged down by administrative tasks. PRACTICE MANAGEMENT DESIGN CONTROL GROW SATISFY BUILD INSPIRE LEAD CREATE COMMON MYTHS DEBUNKED SPREADSHEETS DO THE SAME JOB PRACTICE TOO SMALL? NO TIME, TOO BUSY Spreadsheets are ok for ad-hoc analysis by a few people. They are not suitable for running a practice. Processes like budgeting and reporting require collaboration, accuracy and security. How much time is spent updating spreadsheets? Will the error in cell AO117 ever be noticed? Where is the audit trail? Most Australian businesses are small. Practice management software reduces practice overheads by completing routine work accurately and quickly. A well implemented system is an ongoing source of costs savings and business improvements. It also gives practices an edge over less forward-thinking competitors. Time is a scarce commodity for everybody these days – it’s finite and always in great demand. Don’t become too busy on small tasks rather than tackling important projects like software review and implementation. ‘Some- day’ is a disease that will kill your dreams. If it’s important, put it on the practice ‘must do’ list and schedule the time and resources to tackle it. 90% of AEC practices have less than 25 staff. There are people that make things happen; there are people that watch things happen; and there are people that wonder what happened.” JAMES A. LOVELL, NASA Astronaut SME SIZE

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You are an architect, engineer or construction design professional. You design for a living and you love it. It's understandable you'd rather poke your eyes out with a blunt stick than spend hours on timesheets, budgets or invoicing. Sadly, your business won't succeed without these important business processes...

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Page 1: Infographic - AEC Practice Management

WHAT IS PRACTICE MANAGEMENT SOFTWAREELEVATOR PITCH WHO USES IT DOES WHAT TYPES

i i

It‘s a business tool. It captures practice-wide data in a single location -creating valuable information.

A single data source provides a clear and precise view on business health

Professional service organisations that sell time-based services such as architects, lawyers and accountants.

Manages the time, costs, work and people associated with delivering services to clients.

Most solutions are industry specific and some allow data transfer with other pre-existing systems like accounting and email.

Time and Expense Management

Project Accounting and Billing

Contact Management

Project Management

Reporting

Resource Management

Document and Email Management68%

The service sector represents aboutof the Australian economy today.

If you don’t know where you’re going, any road will take you there. THE CHESHIRE CAT, Alice in Wonderland

DO WHAT YOU LOVE!DESIGN VS PRACTICE MANAGEMENTYou are an architect, engineer or construction design professional. You design for a living and you love it. It’s understandable you’d rather poke your eyes out with a blunt stick than spend hours on timesheets, budgets or invoicing. Sadly, your practice won’t succeed without these important business processes. So how do you make sure both you and your practice survive? Luckily, it’s the 21st century and we have the technology – practice management software. Give yourself more time to do what you love (no excuses).

i 73%of Australian SMEs would like to spend more time on growth, but are bogged down by administrative tasks.

PRACTICEMANAGEMENT

DESIGN

CONTROL

GROWSATISFY

BUILD

INSPIRELEAD

CREATE

COMMON MYTHS DEBUNKEDSPREADSHEETS DO THE SAME JOB

PRACTICE TOO SMALL? NO TIME, TOO BUSY

Spreadsheets are ok for ad-hoc analysis by a few people. They are not suitable for running a practice. Processes like budgeting and reporting require collaboration, accuracy and security. How much time is spent updating spreadsheets? Will the error in cell AO117 ever be noticed? Whereis the audit trail?

Most Australian businesses are small. Practice management software reduces practice overheads by completing routine work accurately and quickly. A well implemented system is an ongoing source of costs savings and business improvements. It also gives practices an edge over less forward-thinking competitors.

Time is a scarce commodity for everybody these days – it’s finite and always in great demand. Don’t become too busy on small tasks rather than tackling important projects like software review and implementation. ‘Some-day’ is a disease that will kill your dreams. If it’s important, put it on the practice ‘must do’ list and schedule the time and resourcesto tackle it.

90%ofAEC practiceshave less than25 staff.

There are people that make things happen; there are people that watch things happen; and there are people that wonder what happened.”

JAMES A. LOVELL, NASA Astronaut

SMESIZE

SIZE

Page 2: Infographic - AEC Practice Management

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CONSIDER TOTAL SYNERGY CONSIDER TOTAL SYNERGY

IMPORTANT CONSIDERATIONS There are a number of providers in the market and their offerings vary. Let’s see how leading provider, Total Synergy, measures up.

INDUSTRYFOCUS

PRODUCT �FOCUS

SEGMENTFOCUS

REFERRALS

TRACKRECORD

EXPERIENCE

LOCAL &�ACCESSIBLE

MODERN �TECHNOLOGY

ARCHITECTS & ENGINEERS

PRACTICE MANAGEMENT

SMEs

370 CLIENTS>

100% AUSTRALIAN

MICROSOFT GOLD PARTNER

5000 USERS>

10 YEARS>

TOP REASONS PRACTICESGIVE FOR CHOOSING

SYNERGYINCREASEEFFICIENCIES

BOOSTPRODUCTIVTY REDUCE

ADMINISTRATIONTRACK

PROJECT PERFORMANCEIMPROVEBUSINESS VISIBILITYSAVE

TIME & MONEYGROW

THE BUSINESSCONTROL

PROJECT & FIRM COSTSAUTOMATE

IMPORTANT PROCESSES MAXIMISEPROFITABILITY

SYNERGY PRACTICE MANAGEMENT – IN BRIEFMY SYNERGY

Practice–wide data in a single locationView practice information most important to you in real-time – customisable dashboardDrill down for more detailed information – fully integrated

TIMESHEETS & EXPENSES

PROJECTS

CONTACTS

Enter & track time in a daily or weekly viewManage expenses and disbursementsUse web timesheets anywhere, any time

Set-up and manage projectsComplete project accounting and billingMonitor efficiency and profitability

Manage all contacts in a single locationView people & work related to each contactManage and develop relationships

REPORTS

DOCUMENTS & EMAILS

CONTRACT ADMINISTRATION

Gain visibility into the practice & projectsDownload over 80 standard reportsCreate your own reports

File all documents & emails in one placeFind documents fast with global text searchControl and protect documents

OPTIONAL extraManage contract documents and dataQuickly prepare contracts

MS OFFICEINTEGRATION

MYOB &QUICKBOOKS

INTEGRATION

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