Budget monitoring of projects, in anticipation

Adopt predictive management of the cost and profitability monitoring of your projects: estimation and creation of initial budget, monitoring of progress and analysis of deviations with alerts.

Stafiz shows the impact of all your changes "on landing" with always up-to-date indicators and helps you identify corrective actions .

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BUDGET TRACKER - Hero section

Respect your project budgets systematically thanks to a forward-looking management.

From creating budgets to monitoring time and costs, Stafiz gives you all the visibility to track progress and know what actions to take to meet objectives.

1

Estimate and create budgets for your different project sales methods. Structure your budgets as you wish (phases, roles, etc.), everything is managed including CJM, ADRRecipes...

2

Follow the situation to date and the forecast in real time: you are automatically alerted in the event of a discrepancy

3

Improve your profitability : You anticipate your overruns, when they will occur, and what actions to take to maintain margin and keep teams engaged.

350+ service companies chose Stafiz. When will you?

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BUDGETS AND PROJECT OBJECTIVES

Create, script, and estimate your project budgets in just a few clicks

  • Create your associated time and cost objectives by role or person, phases... Stafiz standardizes homogeneous data
  • Integrate all costs and revenues for precise monitoring : internal staff, subcontracting, expenses, etc.
  • Stafiz calculates your initial projected profitability on the project and consolidates the impact on your overall forecast. You can therefore ensure the viability of your projects and your pricing
  • Your quotes turn into an initial budget once the opportunities are won
  • Stafiz AI offers you various planning scenarios, with associated costs and margins

BUDGET TRACKING - BUDGETS AND PROJECT OBJECTIVES

BUDGET AND TIME TRACKING WITH ALERTS

Predictive monitoring of budget overruns with alerts

  • Track progress and deviations from goals : time sold vs. time achieved
  • Your KPIs are always up to date with a vision at the end of the projects: still to be done & margins
  • Project managers are proactively alerted to risks so that they can restore the situation
  • For time-spent projects: track the risks : days not invoiced, costs not re-invoiced, production carried out and not invoiced...

BUDGET TRACKING - BUDGET TRACKING, TIME TRACKING WITH ALERTS

ANALYTICS & DECISION SUPPORT

Scenarios, views and tags: the performance of your project management — and project portfolio — increased tenfold

Stafiz helps you make the best decisions: anticipate decisions by visualizing impacts before the project, and identify the root causes of upcoming underperformance before they occur. You gain insight and lead your organization to systematic success.

  • Analyze your projects by team, phases, departments, customers... Pricing too low? Too ambitious objectives? Lack of capacity?
  • Benefit from a consolidated view of your portfolio and compare your projects
  • Native integration with Microsoft Power BI

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Manage your business from a single cross-functional platform

Manage your project portfolio, consulting firm, IT Services , marketing agency or any other professional services entity with end-to-end efficiency or choose your modules à la carte.

Identify the most suitable profiles for each project using Stafiz smart matching®

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Allocate your resources and optimize your teams' occupancy rates without burnout.

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Track your budgets and grow your margins. Anticipate diversions and take them
best decisions.

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Optimize your billing. Reduce your Order-to-cash cycle from 7 to 10 days.

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INTEGRATION AND CRM

Manage project performance from pre-sales

The pre-sales and project teams work together: opportunities can be budgeted and integrated into the forecasts from the sales phase.

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INTEGRATIONS

Our customers say it best

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Isabelle Lalet

Development and Support Manager At Colorado Consulting “Before using Stafiz, we were unable to improve our resource planning. Thanks to Stafiz, we are managing our capacities much better and have improved our margins.”
Jean-Pierre Vignes

Jean-Pierre Vignes

Founder At JICAP Performance   "We therefore made a call for tenders with fairly strict specifications and selected Stafiz for its value for money but also because Stafiz fulfills our specifications in terms of all the functional blocks: the resource planning, the HR part, expense report, profitability monitoring, consolidated view of all activity, etc. “

More on budget monitoring

Additional resources

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Billing Feature (5)
Project Management (15)
Our guides (1)
Budget Management (8)
ERP (2)
Billing (1)
Provisional budget (2)

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