Champion the way that you manage your day to day operations in your architecture firm through the use of our PSA suite for architecture solution.
Seamlessly manage both your client relationships and engagements: from the first client contact through to invoice and cash collection with a Project Service Automation (PSA) and finance system created specifically for Dynamics 365.
As an architecture firm, your main focus is to convert customers' dreams into a fantastic design. As an architect, you are always on the lookout for new opportunities and innovative projects; trying to maximise the time worked on projects and reducing the time spent on tedious and unproductive administrative work.
Modern professional design firms need to have the best tools available to be able to effectively manage their day to day business. Through our PSA suite for architecture solution, you are able to: track emails, book time and expenses on the go, so that budgets can be managed correctly and chargeable time doesn't waste away; create new opportunities easily and convert them into projects; put these together with flexible forecasting, so you can see how your business is performing and get this all in one cloud-based solution.
Monitor client communications, manage your opportunities and regularly stay in contact with your customer base.
Create new projects, create project schedules and regularly review project health with built-in performance reporting.
Match people and projects via a built-in matching engine & build an understanding of how your resources are allocated.
Simply collate billing from all your ongoing projects as well as single invoice billing and batch invoicing.