Axium Demo

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DISCOVER AJERA Accounting & Project Management Software Made for A/E Firms

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Transcript of Axium Demo

Page 1: Axium Demo

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