Advisory and Assurance
Automate the complete client engagement process within your consultancy business
The WallPost Advisory and Assurance software solution is designed to help you maintain complete control and visibility of your professional consultancy services.
With the intuitive Project Performance feature, users never lose track of the scope, timeline or budget during a client engagement. Billable milestones are automatically linked to the accounts department so that revenue accrual and invoicing activities are captured in real-time. Project managers and department leaders can plan and forecast resources appropriately using the automated timesheet tracker, utilization reports and resource planner. Contracts, proposals and engagement letters are automated by the system so that deliverables are tracked digitally with little or no chance of human error.
WallPost Software will rank your company’s engagements in priority order and provide a full analysis of revenue generation, progress, profitability and deadlines; reducing the management overhead and mitigating risk.
Features
Project and task management
Automated reporting
Resource forecasting, scheduling and planning
Alerts and email notification
Project progress visibility and reports
Lead generation and client management
Track ‘budgeted’ vs ‘actual’ costs, revenue, time and effort
Automated proposals and engagement letters
Timesheet
Finance integration and automated invoicing
Gantt chart
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