WE HAVE MANY CLIENTS IN CONSULTING ENGINEERING. IN FACT WE SERVE CLIENTS FROM THE INDUSTRY FROM ALL OVER THE WORLD. FROM SYDNEY TO DUBAI, FROM COPENHAGEN TO NEW YORK.
Some of the daily challenges for a consulting engineer include being able to create overviews of processes and sub-processes, to be able to handle other project-partners and always work based on the latest versions of documents and plans. These are among the challenges that WorkBook have picked up upon and solved. WorkBook are among the most modern and complete ERP solutions on the market with intuitive tools.
Although WorkBook basically is a project and resource handling tool, the system also includes a complete financial solution, document handling and a strong CRM-solution.
We help Consulting Engineering companies achieve better results in:
RESOURCE MANAGEMENT, PLANNING AND
“What are my resources busy with right now and which Art Director do I have available next week to do 2 hours per day?” Dealing with people is difficult and dealing with creative people doesn’t make the job any easier. The fact that a client changes deadlines faster than a chameleon changes colour forces you to have to reflect those changes to match the capacity of your employees.
LATE TIME SHEETS
“My time sheet…? I’m sorry, I forgot! I’ll submit it to you by tomorrow.”
Ever heard that phrase when trying to get the invoice submitted to your client? The Time sheet should be really easy to fill in and submit for approval. WorkBook has numerous areas all over the system to quickly enter your time while you undertake each task. In Consulting Engineering companies, many employees have iPhones/iPads, which you can use to log your hours when not in the office.
CLIENT AND PROJECT PROFITABILITY
“What is the ACTUAL amount of billable time being produced by my team?” “What is our profitability per project and per client? Are we actually budgeting our projects correctly in the first place?” Do you know which clients contribute the most to your income and on what types of projects? Do you also know the gross profit, contribution margin and direct costs for each employee? If you already use WorkBook, you know these figures.
If not then read more about profitability here
COLLABORATION AND KNOWLEDGE SHARING
“Did Peter finish his work and did the client approve?” “Are we over or under budget & who has the last approved version of the ad?” Keep a constant grip on the project by sharing documents & information while updating one another directly in the system, a key part of any project driven business. Can also be used for collaborating with your client through the Client Portal.
“We cannot accept this invoice as it doesn’t have the PO number printed on it.” “The invoice cannot be checked and approved – please include all expenditure details on it.”
Having flexible layout options and accurate details is important to consulting engineering companies, in order to get the invoice approved and vital for recurring business.
“Do we need to let someone go or do we need to bring in extra people?” How are these decisions taken today – do you know the figures and do you have the exact knowledge about your consulting engineering business and finances that will make sure you are promoting the right people?
NEW BUSINESS AND PIPELINE
“What’s the current value of the pipeline and all potential new business?” WorkBook provides a 12 month revenue forecast report of both the approved projects and the new business pipelines along with when the new business is expected meaning you can see expected revenue from your pipelines plus all actual revenue from ongoing projects. A capacity graph showing if you have resources available to take on this new business could also come in handy I presume!
If your consulting and engineering company operates from multiple locations, can you share the resources, tasks and information in between them? Can you get the finance figures immediately without having to get them from someone else first?
There are many systems out there where it is possible to record your time and there are also systems that make it possible to invoice a client. Many of these systems are, by the way, a lot cheaper than WorkBook. But WorkBook is, on the other hand, one of the very few systems that – based on profound and specific knowledge of relevant business areas – can handle the workflows of advertising and design agencies.