ConvergeSol developed a comprehensive platform that streamlined project oversight and financial operations. With an intuitive interface, it enabled efficient project, job, and resource management, allowing teams to plan, track, and execute tasks with ease. Real-time dashboards and analytics provided stakeholders with clear visibility into progress, milestones, and costs.
To enhance operational efficiency, the platform includes advanced billing and invoicing modules with API-based synchronization to the Relativity Platform, ensuring smooth financial workflows. Security and scalability were strengthened through Azure Active Directory integration and role-based permissions, while collaboration and calendar tools improved resource utilization and team productivity.
Allows managers to create, assign, and track jobs across different projects. It include features like job assignment, deadlines, priorities, and job dependencies.
Enables managers to manage and allocate resources such as human resources across various projects. This includes tracking resource availability, utilization, and conflicts.
Allows users to record and track time spent on various jobs and projects. It helps in monitoring project progress, estimating project costs, and billing clients accurately.
Facilitates communication and collaboration among team members. This may include features like discussion forums, chat, file sharing, and document collaboration.
Smoothly transfer billing data to and from the Relativity Platform via API integration, ensuring efficient data exchange and synchronization.
Helps in creating project budgets, tracking expenses, and managing project costs. It provide insights into budget vs. actuals, and support for expense approval and reimbursement processes.
Generates reports and analytics to provide insights into project performance, resource utilization, and budget status. This helps in making informed decisions and identifying areas for improvemen
Ability to create invoices easily, either manually or automatically based on predefined billing criteria such as time entries, project milestones, or recurring billing cycles.
Provides visibility into the status of invoices, including sent, pending, paid, and overdue invoices. Users should be able to track payments and send reminders for overdue invoices.
Enables seamless user authentication and access management, enhancing security and simplifying user administration within the system.
Assigns access rights based on predefined roles, ensuring users have appropriate permissions to perform tasks, enhancing security and data integrity.
Technologies that powered this solution to deliver smarter outcomes
