INGENIOUS.BUILD projects reported to owners and lenders

Ideas to put to work

Owner reporting and cost control that used to take a project team every month.

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  Monthly owner report

  Sofia reads budgets, contract invoices, RFIs and daily logs, builds the cost tables in Excel, and drafts the owner's monthly report in Word.

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  Budget against committed cost

  Sofia compares each project's budget with its contracts and contract invoices and lists the lines heading over budget.

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  RFIs from consultant emails

  Sofia reads questions from design consultants in Outlook and creates the RFI on the right project, with your approval.

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  Site walk notes into punch items

  Sofia reads site walk notes in Word and creates punch items with location and responsible company, with your approval.

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  Contract invoices checked first

  Sofia reads a contract invoice, checks it against the contract and earlier invoices, and flags overbilling before you approve it.

Works well with

• Microsoft ExcelSpreadsheets for numbers, models and trackers
• Microsoft WordWord processor for letters, reports and contracts
• Microsoft OutlookMicrosoft's email and calendar
• UUnanetERP and CRM for project-based professional services firms
• AAddeparPortfolio data, performance and reporting for wealth managers
• AAgencyZoomSales and service CRM for insurance agencies
• APAutotask PSAProfessional services automation for managed IT service providers
• AAuvikNetwork monitoring and management for IT service providers