UniPhi captures a range of information which can then pre-populated into a UniPhi document, e.g. generating a proposal for a client. The system is not prescriptive and is flexible enough to capture high level or detailed estimates. The benefits of tracking Revenue estimates in UniPhi is the flow on effect of assessing success rates across the different portfolio sectors, establishing resource effort estimates and forward workload as well as risk adjusted income forecasting both month by month and for a financial year.
Initial Revenue budgets can be populated in the Revenue module. This baselines the speculative opportunity, which can then be risk adjusted using Win % and Revenue % assessments.
The build of the estimate is then created in the Contracts module.
Deliverables are created and the Revenue estimate will be created. The total value will appear in the deliverable window.
Deliverables created with resources and schedule dates applied will appear in resources timesheet.
Resource hours required to generate the Revenue can be entered into the resource planning module
Revenue and costs can be phased month by month (adjusted for the Win and Revenue % figures entered for the project)
All of this information can then be leveraged into the actual quote or proposal document using UniPhi’s document management system.
All UniPhi information can be integrated into documents and communicated to the client and project team via email and version controlled.
Emailed documents are time and date stamped to create a transmittals register.
Data in once – enables population of contracts, documents, timesheet task, resource planning, Revenue and cost phasing feed into reports
UniPhi philosophy of enter data in once and use many times is prevalent in the creation of Revenue estimations and creation of quotes, proposals through to contract documentation
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