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The Primary Benefits Of the ConsultPro Solution Are:
- Complete enterprise integrated operation for all company resources and external contract resources for elimination of redundant data entry and real-time access to operational activities and results. Allowing timely financial management and management focus on the human resource requirements of the business.
- State-of-the-Art graphical enterprise workload presentation with drag and drop project or task schedule changes allow affective controls of diverse resource requirements and easy tracking and analysis of all work activity.
- Familiar Microsoft Office productively and web user environment for rapid user and enterprise adoption translates directly into low cost of implementation and low cost of operation for rapid ROI with growing returns on increased efficiencies. Technologies and practices backed by the world’s largest software company for long-term dependability and upgradability.
- Control at all levels of the practice from role-tailored functional flow, data and field access security, and complete audit management, to standard and user-created goal management, and complete and customizable report and interactive drillable dashboards create an overall environment of complete control with ease.
- Sales and Marketing functionality on a complete customer relationship management and communications solution that allows assuring the highest client satisfaction to assure repeat business and valuable referrals. Plus consistent client marketing and sales for predictable new-business acquisition and overall market growth.
- Large internal project management needs
Project Management Time and Billing:
- Project Planning Automation including experience performance feedback project template management
- Project and Practice Risk Analysis including schedule various alerts and issue rating analysis
- Operation Auditing in 2011 includes access to all historical actions across resources for process improvement
- Resource Mixing including internal and external, single or multiple resource sets for easy total control
- Change Order Management including revisions management and statement reproduction
- Project/Job Minutes including centralized notes recording, review, edit, and publication to web portal or by email
- Sub-Contract Management including bidding controls, purchase orders, change orders, payment control
- Activity Time Tracking including sophisticated stop watch and time allocation automation
- Project Costing Management including historic, projected, current status and variation analysis
- Pricing Management including hourly, line items, and project pricing for internal and external resources
- Consultant Time Entry including operator intuitive auto-fill in both PC-based and Mobile smartphone
Market Development Sales and Marketing:
- Sales Management including opportunity forecast management and analysis of revenue and capacity
- Marketing Management including sophisticated email marketing delivery and tracking, and visit web tracking.
- Call Center Management including knowledgebase support and time tracking and billing
- Customer Web Portal including Proposal, Order, Invoice, Statement, Project status and Account update
- Partner Web Portal including bid review, order, statement, and Project status and Account update
- Contact Data Quality and Acquisition including crowd-sourced data cleansing and list acquisition
Screen Shots:
Settings control the licensing and registration of the Data Services client services to the provider Jigsaw.com. Additionally, scheduling of background services like automatic “Fix” (clean) status, and “Available” Contacts for update, or adding CRM Contact depth to a CRM Account are available for automatic database quality control and marketing and sales enhancement.
One can create any number of internal consultants using the following form.
Setting -> ConsultPro -> Internal Consultant -> new
When all the Internal Consultants are created, the Internal Consultant Entity will look like this:
Now to create an external consultant, go to Setting -> consultpro -> External Consultant -> new
When all the external consultants are created, this will look like this..
Now some services may require two or more consultant. For that purpose we need to create consultant groups. This can be created using the following form.
To create component template goto Consult-Pro Settings-->Component Templates. To create new component follow the below steps, Click on New.
Click on New which is a lookup for activity template ---> select the existing activity template or create new activity template as required
In the grid you can found 4 columns
Name --- Name of selected activity
Task Id --- Primary id for this component
Dependencies --- This field is used when you have show the dependency. e.g. in the figure you can see Task id 1 has dependencies 2,3 means first complete the task 2,3 and then start 1
Offset --- Set the offset in hr and min to start the task after project started. This field is not depend on dependencies.click on save
It is a collection of component templates. To create component template goto Consult-Pro Settings-->. To create new project template follow the below steps, Click on New.
Activity Templates are the standard collection of common single work description to be used again in the future. Create and Manage Activity Templates. To create activity template goto ConsultPro Settings. To create new activity template follow the below steps, Click on New.
You can start the project with the existing opportunities or create new.
To create new Opportunity
Goto-->Sales-->Opportunities-->New
In the figure, we have created one opportunity now we will create project for it.
Goto Service:--> Project
Click on Add it will show two options
Project Template
When we have already the same project for the opportunity
Component TemplateWhen you click on this it opens Component window to select the component you have already added
Goto Sales-->OrdersàNew
Click on it and Save it.
Open the order, Goto?Service:-->Project
Click on Convert To Project button.
Goto Order-->Service:Project-->
Click on Open Project button.
It opens the the project where you can see all the details about the project and also you can see the project schedule and resource schedule.
Goto Service: Project Schedule
It will display the form like below
In the left grid you can see the list of activities and in right grid name of resources with progress
You can changeStart time, End time, resource and effort.
In Resource Scheduler you can add resources
Below image indicates that project is 100% completed.
Here we can define the actual start and end date of an activity. You can change the time on the start and end date of an activity and also edit the non-billable amount.
Post time form will displaye like below
This area is for submitting the issues that come across the project when consulants are working.
When you Click on Post Issue by entering Outcome Description, you can see this under Project à Risk Analysis. For getting display the issue in Risk Analysis you must have to select either Low,Medium or High alet in Outcome Rating.
Load Resources page will allow you to add resources to your project
Select the project from project lookup. Verify Customer and left list box will automatically filled with the values from project.
This is an area where you can change the non-billable duration.Here you can release the activities for generating statemens.if you drop an item from here it will not come again to this grid.
On this form select the From and To Date and Click on Fetch to generate the statement.
When you click on Generate after the project from grid. The statement gets automatically attached to your email in pdf format from where you can send to end user.
After completion of full project, Click on Save as Template button so that the project will be saved in template format and you can use it next time if the same type of project repeats.
On creation of an order product, an assignment will be automatically created
When the next billing date is arrived, the module will generate a statement giving details of starting retainer, amount expended, amount received and balance retainer between the two billing dates.
The statement line item will give you the assignment wise breakup of the statement. i.e. the amount expended is nothing but the total of unbilled amount of all the assignments done for this account in this period.
Statement line item will give us the assignment name and the amount expended for that assignment. This gives us a clear picture that the retainer amount is being used for which assignments and to what extent.
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