New in Monograph (2025): Easier Time Tracking, Consultant Collaboration, and AI-Powered Budgets

✨Make sure to watch until the end for the live audience Q&A! ✨

In this webinar, you’ll see Monograph's newest updates, including the mobile app designed for effortless time tracking on the go—ideal for principals, PMs, and anyone juggling project site visits or commutes.

And, you’ll get an exclusive look at what’s next for streamlined consultant collaboration tools and AI-powered features for budget creation and staffing recommendations based on past project data.

Plus, you’ll pick up actionable tips for setting your firm up for success in 2025.

This webinar is perfect for Monograph customers who are principals, operations leaders, office managers, or project managers.

New to Monograph? Get started → https://bit.ly/3V17s0m

Click on the timestamps & skip to the content you need…

Introduction
(00:00) Focus on planning for next year
(00:15) Agenda: Q3 Overview, Q4 Preview, & 2025 Success
(00:40) Meet Ashish Desai, Chief Product Officer & Ailyn Mendoza, VP of Customer Experience
(01:47) How to stay up to date on changes?

Q3 Monograph Themes
(02:30) Addressing missing features in time and expense tracking
(03:20) Time-off updates with approver settings and request editing
(04:36) Improved navigation for time tracking and staffing
(07:10) Bulk editing for time logs for faster corrections
(09:20) Updated expense features, mileage calculator and admin tools
(12:00) New Monograph iOS mobile app for time tracking and expenses
(12:50) Timer and entry syncing on the mobile app
(14:40) Submit receipts and expenses instantly with mobile app tools

Q4 Upcoming Areas of Focus
(17:40) Consultant collaboration tools to improve project workflows
(18:30) Using AI for contracts, staffing, and proposals
(19:40) AI-powered improvements to reduce admin work

Setting Yourself Up for 2025
(21:30) Use reports to assess business performance
(23:00) Profit Drivers Report to analyze project margins and categories
(24:30) Compare firm performance with industry reports
(25:40) Profit Forecast Report for spotting revenue gaps and risks
(27:00) Addressing red zones in forecasts to stay on track
(28:20) Manage capacity with staffing tools and fix overcapacity
(29:40) Plan hiring needs and balance team workloads
(34:50) Verify project information for accuracy
(36:00) Switch to Monograph invoicing for time savings and growth
(38:00) Use e-payments to shorten payment cycles from 45 to 17 days
(40:10) Add credit card options to simplify payments for clients

Q&A Highlights
(45:00) Sync expenses with QuickBooks Online for streamlined data
(46:10) Benefits of consultant collaboration tools with and without subscriptions
(48:30) Interest in restarting a Monograph user forum discussed
(49:50) Next webinar planned for January with open topic suggestions

New to Monograph? Get started → https://bit.ly/3V17s0m

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