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CONTRACT CONTROL. IPM Global – Why IPM Exists We believe Project Management Software should be easy to use. We believe Software should be flexible, and.

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Presentation on theme: "CONTRACT CONTROL. IPM Global – Why IPM Exists We believe Project Management Software should be easy to use. We believe Software should be flexible, and."— Presentation transcript:

1 CONTRACT CONTROL

2 IPM Global – Why IPM Exists We believe Project Management Software should be easy to use. We believe Software should be flexible, and customisable to suit the end user. We believe a Project Manager needs to be able to easily and effectively manage many modes of communication. We believe Project Managers deserve to be able to work with current technology. We believe all the data should be in the same place.

3 IPM Global - About Us Established 1997 Software Developer for the AEC Industry Previously Developed and sold IP (Intellectual Property) to Timberline Software (now part of the Sage Software Group) Distribute and Implement via our Certified Partner Channel

4 What makes Different? IPM OPERATES FROM WITHIN MICROSOFT OUTLOOK® Puts IPM in front of users where they spend most of their time. Removes the need to login to a separate application. Automatically files email correspondence, in and out. Reduces training times due to familiar environment.

5 CONTRACT CONTROL Job Creation with the Original Budget and Billing Schedule Cost Control Variation Requests Variations Billing Request for Quote Purchase Orders Subcontracts Subcontract Variations The IPM Subcontract Change Order function records changes made to the Subcontract and automatically adds new Subcontract Items as the Job progresses.

6 BALL IN COURT PROCESSING Ball in Court – “whose court is the ball in now?” Instantly find out what documents you are waiting on What documents are waiting for your approval?

7 PROGRESS BILLING Progress Billing Lump Sum Once approved, a Progress Claim can flow through to an Accounts Receivable System. Time & Materials Unit Price Cost Plus to a Maximum

8 RESOURCE MANAGEMENT People Resources Timesheets and Approvals Rates determined by Job by resource Other non labour resource types Create a Timesheet batch for multiple employees and approve them using a two-step approval process for added security. Capture all time and resources in the one place.

9 PLANNING & FORECASTING Summary statistics by Job and taskInput summary or detail forecasts Cost over time Gantt Chart for cashflow reportingDrill-down to detail cost transactions Jobs are graphically presented in a number of different ways. See actual work performed displayed in an easy to digest graphical format.

10 DOCUMENT CONTROL Issues Register RFI’s Drawings Meeting Minutes Notices of Delay Extensions of Time Defects Risks Submittals Transmittals Site Instructions Other documents as required IPM ensures that every Submittal sent and every response received is accountable and accessible from within the Submittal record. IPM automatically tracks incomplete Submittals through a user-definable status system.

11 ACCOUNTING INTEGRATION Integration to Back office Accounting Synchronise Accounts Contacts Jobs Tasks Cost Types Budget Detail Resources PO’s Subcontracts AP Invoices AR Invoices SC Variations Timesheets IPM is configured to seamlessly integrate with Microsoft Dynamics Nav.

12 MOBILITY OPTIONS iPhone iPad Android Blackberry Windows Phone Delivery and capture of all IPM project functions on your mobile device Access data and update business critical information online or offline

13 IPM Platform Functionality Dashboards Workflow and Processes Reporting Notifications

14 IPM Collaboration Document Management Document Web Portal for external collaboration

15 IPM delivers a 360 real-time view of projects, job tasks and operations – combined with extensive reporting and back end financial information. Powered by Microsoft Dynamics® to deliver extensive time billing, document and contract management features, IPM is also supported by native integration with Microsoft Office® including Outlook®. Summary Contract Control Cost Control Resource Management Time Costing and Billing Document Control Drawing Register Ball in Court Processing Planning & Forecasting Standard Functionality Document Management with version control Document Portal for Collaboration Mobility IPM Link (Accounting Integration) Primavera P6 Integration Mail Manager Options

16 Recap Can be run inside Microsoft Outlook (cuts down on user training) Automatic email filing Can be run via a Browser Can be run via a mobile device User Adoption Client customisable workflows “Process” button – cuts down on the “what do I do next” question Document Routing Full approvals system Business Process Mapping Screens can be customised Fields can be added Fields can be re-labelled to appropriate terminology Reporting Dashboards Flexibility Integration to accounting systems Primavera P6 integration Timesheet integration to Payroll External collaboration document Portal Options

17 IPM Customer Extract

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19 Miree Le Roy Partner Director – Channel Sales mleroy@ipmglobal.net Mobile: +61 419 720 751 Direct: +61 7 3102 3390 Scott Drushella North American Business Development Manager sdrushella@ipmglobal.net Direct +1 503 349 6973 www.ipmglobal.net CONTACT DETAILS


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