For the CEO and owners
Is the portfolio making money – and where isn't it?
You find out how the year went when the year is over. AIMZ shows the portfolio sorted by what deviates most, which contract forms and customers actually pay off, and which projects are starting to slip – while you can still do something about it.
The challenge
You learn how it went, not how it is going
The result arrives after the quarter, and by then the room for action is gone. You know what revenue came to, but not which contract forms, customers or trades actually made money – and so not what to price higher or say no to next time.
The result arrives too late
You see how the project went once it is finished. By then the pricing, staffing and contract choices that produced the result are history – and the next tender has already gone out.
You don't know what pays off
Revenue is known, but not which contract forms, customers or trades contribute. Without that, pricing is a matter of gut feeling.
Risk is discovered at the quarterly meeting
A project that is slipping sends signals early, but the signals sit in details nobody reads. By the time it reaches the report, the loss has already been incurred.
How AIMZ works
Built for decisions, not for hindsight
The portfolio sorted by what deviates most
Every project in the same list, with variance against budget and the trend since last month. You do not spend time on the nineteen that are going to plan – you see the two that are not, and can open them down to the individual line item before the meeting.
What pays off – and what you should say no to
Because every project is registered with contract form, customer and trade, the portfolio can be broken down by what actually drives the margin. Over time you get the answer to which jobs the company is good at – and which look fine at tender stage but not at final settlement.
An alert when a project starts to slip
A project going wrong sends signals before the result changes: line items approaching budget, changes left unanswered, invoicing that does not keep pace with production. AIMZ raises these as alerts, so the question gets asked in March and not in December.
What management gets out of it
AIMZ puts us in a strong strategic position to face the future. The days of financial tracking in Excel are over, and we need to get on this train now.
Questions we often get
What do I get as CEO that I don't get from the accounts?
The accounts tell you what has been booked. AIMZ tells you where the projects are going to end up, and which of them are moving in the wrong direction now. That is the difference between reporting and managing.
Can I see which contract forms and customers pay off?
Yes. Projects are registered with contract form, customer and trade, so the portfolio can be broken down by exactly that. Over time that builds a track record to price from instead of gut feeling.
Will this be yet another system nobody uses?
Project managers use it because they get something back: invoice approval with AI suggestions saves them time from day one. The management view is a by-product of them working in it, not an extra report they have to fill in.
We are a small company. Is AIMZ too big for us?
No. The setup is about the chart of accounts and the integration with the accounting system, not the number of employees. Portfolios from a handful of projects to several hundred are handled in the same model.
What does it take for us to get started?
An integration with the accounting system, a chart of accounts and the first projects. Book a demo, and we will go through your portfolio and tell you what is realistic – not a year of consultants.