project management software
Budget: £1,500 – £3,000 GBP
1. Executive Summary
Envision requires a centralized project management platform to replace disjointed spreadsheet-based systems. The new platform must enhance transparency, streamline financial and resource operations, support invoicing workflows, and provide accurate financial and pipeline reporting. It must integrate with QuickBooks and support essential client management features, without the need for a full CRM.
2. Objectives
Centralize project, invoicing, resource, and financial data in one secure platform.
Improve visibility into project financial performance and team utilization.
Streamline invoice generation and internal approvals with QuickBooks integration.
Enable structured project planning and reporting at granular levels.
Envision requires a centralized project management platform to replace disjointed spreadsheet-based systems. The new platform must enhance transparency, streamline financial and resource operations, support invoicing workflows, and provide accurate financial and pipeline reporting. It must integrate with QuickBooks and support essential client management features, without the need for a full CRM.
2. Objectives
Centralize project, invoicing, resource, and financial data in one secure platform.
Improve visibility into project financial performance and team utilization.
Streamline invoice generation and internal approvals with QuickBooks integration.
Enable structured project planning and reporting at granular levels.