Requests For Information (RFIs)
Simplify flows with Architects and Project Consultants. RFIs allow for Clarifications, Change Requests, Issues and Substitutions to be discussed methodically, grouped by topic and signed off.
Assume several topic threads are started by your team or third parties. Each is grouped into the correct topic, with the full thread displaying real-time for both recipient and sender, regardless of when responses are received.
By comparison, e-mail chains are inefficient as there is no grouping by topic, no method of marking status as review, discussion or sign-off and no way to update all internal and external project members.
Secure File Sharing / Document Management
As you turn Design Concepts into safe and efficient proposals, ready to show clients, third party file sharing with versioning, allows you to upload as many file versions as required, then assign only the chosen version to Architects, Sub-Contractors or Clients. Third parties can also share files.
Create unlimited folders and filter files by Project Name and Directory to make finding data fast and simple. All files are encrypted and appear instantly in each recipient's dashboard. Add Architects, Sub-Contractors, Clients and Stakeholders to Projects. Assign selected files or folders. Errors can quickly be undone by removing file assign.
By comparison, e-mail is plain text and cannot handle large file sizes. If the wrong version or file is e-mailed, there is no way to undo this action.
Click for details of: Document Management
With our solution, record keeping on-site and in the office, inspections, risk reports and investigations can be documented and shared with team members and third parties. Findings on structures, infrastructure,soil, as well as sustainability impacts can be summarised or reported at the most granular level.
Data can be filtered to ensure all information is accessible quickly and easily.
Project Ideas: Brainstorming
Project Management is necessarily well-structured. The downside is it leaves little room for innovation. To encourage brainstorming and free-flowing discussions between any team members or third-parties, we created "Project Ideas". Anyone can start a topic, add Hashtags and select whether to add to the Knowledge Bank.
Users have the option to display their name or post anonymously - the latter would allow disgruntled workers to complain without fear of recrimination. To prevent abuse, we do store "user id" so in extreme cases the user could be traced.
Users can post profiles, like and upvote topics to encourage participation. Hashtags facilitate search and ideas can help grow the knowledge bank.
CRM & Surveys
Access all client contact details. It allows new clients to sign up or your team can add data. You can also request API access to connect to multiple external data sources. Entering and updating data is simple and intuitive. View data quickly by filtering on multiple categories. The CRM handles the 7 stages of the sales lifecycle. Full note histories are easily accessible.
Business Intelligence (BI)
Our BI dashboard provides summary data and analytics. These can be customised to match your existing targets.
For existing clients, monitor satisfaction with 3 kinds of Surveys: Likert, Open-Ended and Multi-Choice.
Handle contracts with suppliers and clients with our in-built E-Signing. Contracts may be signed by multiple parties. Enter signature and initial markers, select the order for signers and with system-generated e-mails and reminders, the rest of the process is automated.
Whereas other providers e-mail out links, which are at risk of being intercepted by hackers, our solution only permits logged in users to view and access their contract. Everything is handled inside the system for maximum security.
Accounting & Online Payments
Accounting & Forecasting
Adaptive handles your daily accounting including General Ledgers, with customised Chart of Accounts, Accounts Payable, Accounts Receivable, Trial Balance and Ageing Reports. Forecast business flows with multi-year operating budgets and real-time reporting.
On-Line Payments and Historical Payment Reports
Use our APIs or ask us to connect to your existing payment providers, to enable automated on-line payments. Both Payer and Recipient access real-time Historical Payment Reports from their Dashboards.
Monitor Payments & Arrears
Gain real-time access to client payment and arrears data, as well as outgoing payments due to Suppliers. Filter by city, client or supplier. At a glance view whether payments were made in full and on time, and view arrears balances.
Alerts flag up issues and new alerts are highlighted in the dashboard. The types of alerts covered can be customised.