For finance
For delivery
Know where every client stands with client insights before issues reach leadership
Client relationships in Architecture, Engineering, and Construction (AEC) firms are shaped by project delivery, fee performance, and billing outcomes. But insight into client health is often split across project systems, finance reports, and emails. evergreen’s end user applications bring client performance, fee burn, and billing signals into Microsoft Teams, web, and mobile so leadership can act on risk, revenue, and growth in real time.
Client value erodes when project and financial signals are disconnected
Architecture, Engineering, and Construction (AEC) firms rely on clear visibility into project performance, billing progress, and client engagement. When these signals are fragmented, issues surface late and revenue is left exposed.
The root cause is disconnected data across project delivery, finance, and client management. That gap creates problems such as:
Limited visibility into project profitability, fee burn, and realization by client
Misalignment between project teams and finance on billing readiness and cash flow
Missed early warnings when project performance begins to impact client relationships
Client intelligence spread across project systems, spreadsheets, and reporting tools
Replace fragmented client reporting with one connected, real-time view
The client insights app brings together project delivery data, financial performance, and client activity into a unified client view. This replaces delayed reporting with real-time visibility into how each relationship is performing commercially.
- Monitor client health across active projects, billing status, and engagement signals
- Track revenue, realization, and fee burn by client, sector, or office
- Detect risks earlier by linking delivery performance directly to financial outcomes
Get ahead of margin and billing risk with dashboards built for AEC client management
Client relationships in AEC firms are shaped by project delivery, fee performance, and billing outcomes. When these signals are disconnected, teams lose visibility into margin and revenue risk. evergreen’s end user applications bring these signals together into role-based dashboards so teams can track client performance, act earlier, and protect revenue across projects.
Build a single, trusted view of client performance
The client insights application brings together project revenue, fee burn, and billing data into one governed view. This ensures project leaders, finance, and leadership are aligned on how each client is performing commercially.
- Access client-level revenue, fee burn, and billing status across all active projects
- Filter performance by office, discipline, sector, or timeframe
- Replace fragmented reports with live dashboards in Microsoft Teams
Identify margin shifts across projects and disciplines
Financial performance becomes clearer when fee burn and realization are tracked across projects and phases. Trend visibility helps teams understand whether a client relationship is strengthening or creating margin pressure.
- Monitor fee burn against budget across phases and disciplines
- Track realization percentages and billing trends across time periods
- Compare margin performance across projects and client segments
Analyze performance across projects, phases, and disciplines
Client relationships in AEC firms span multiple projects and teams. Connecting these views helps leadership understand overall account performance, not just individual project outcomes.
- Drill into project-level performance within each client portfolio
- Compare delivery outcomes across phases, disciplines, and project types
- Move between client summaries and detailed project views instantly
Generate client performance reports without manual effort
Client reporting slows down when data must be pulled from multiple systems. Structured dashboards remove this effort and make reporting faster and more consistent.
- Combine project, billing, and financial data into ready-to-use reports
- Export dashboards for leadership reviews and client discussions
- Share live insights within Teams or distribute reports externally
Identify revenue risk and growth opportunities early
When delivery and financial signals are connected, teams can detect risks earlier and act before revenue is impacted. The same visibility also highlights opportunities to expand existing relationships.
- Detect declining realization, delayed billing, or project overruns early
- Align client performance with backlog, pipeline, and revenue targets
- Identify cross-discipline and repeat project opportunities
Use copilots within evergreen to explore client performance
Copilots within evergreen allow users to analyze client data using natural language. This reduces dependency on manual reporting and accelerates decision-making.
- Ask questions like “Which clients show margin decline this quarter?”
- Compare fee burn, billing progress, and realization instantly
- Surface insights directly inside Microsoft Teams without complex filters
Turn client insight into action in three steps
Client performance becomes actionable when delivery and financial signals are connected and easy to explore.
- Step 1
Open client insights in Microsoft Teams or Power BI to review revenue, fee burn, and billing performance.
- Step 2
Drill into project-level details to understand drivers behind margin, utilization, or billing delays.
- Step 3
Act on insights by prioritizing accounts, adjusting delivery decisions, and using copilots within evergreen to investigate trends.
Built for every team that touches a client relationship
The client insights application supports different roles across the firm, helping protect revenue and improve delivery outcomes.
Project leaders and account managers
Monitor project performance, fee burn, and billing progress to maintain client health
Finance teams
Track revenue, realization, and cash flow signals while maintaining financial control
Business development
teams
Identify growth opportunities and strengthen strategic client relationships
Connect project delivery, financial data, and decision intelligence
evergreen provides the operational and financial foundation for AEC firms, connecting project delivery, time capture, billing, and financial management in one system.
empower acts as the decision intelligence layer within your Microsoft tenant. It interprets project and financial signals, applies AEC context, and uses AI agents and copilots to guide decisions across the project lifecycle.
Because insights are grounded in real project and financial data, firms can detect delivery risks earlier, respond to fee and billing issues faster, and understand how client performance impacts revenue and cash flow.
Explore other evergreen end-user applications
time application
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finance insights
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pulse application
Coordinate approvals, requests, and delivery updates across project teams.
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FAQs
What is client insights used for in an AEC firm?
The client insights application helps firms track project performance, fee burn, billing progress, and overall client profitability using dashboards in Microsoft Teams.
Can I analyze client performance across projects, disciplines, or offices?
Yes. Dashboards allow filtering and analysis by client, project, discipline, office, or time period.
Does the client insights application support financial analysis of client relationships?
Yes. Firms can track revenue, realization, fee burn, billing performance, and margin trends across projects and clients.
How do copilots within evergreen help?
Copilots within evergreen allow users to ask questions about client performance, explore trends instantly, and surface insights without navigating complex reports.