For finance
For delivery
Start projects faster with structured onboarding in the onboarding application
Control how projects, clients, subconsultants, and employees are activated in Architecture, Engineering, and Construction (AEC) firms so delivery starts on time and billing is not delayed. The onboarding application connects delivery, HR, finance, and operations into one controlled flow so every project is staffed, compliant, and ready to generate revenue.
Where project onboarding breaks before delivery even begins
Projects slow down before they start because onboarding is fragmented across teams, which delays access, staffing, and financial setup. That disconnect pushes out time entry, delays billing, and creates early-stage margin leakage that is hard to recover later.
Common challenges include:
Project setup split across delivery, HR, IT, and finance with no single control layer
Teams unable to log time or access systems when projects begin
No visibility into onboarding progress, ownership, or delays
Subconsultants and clients onboarded inconsistently across offices
Billing setup lagging behind project kick-off, delaying revenue recognition
Integrating onboarding into the AEC Project Lifecycle
Onboarding is not an admin step. It is the point where delivery, staffing, and financial structures are locked in. When this step is controlled, projects start fully structured, teams become productive faster, and billing timelines stay intact.
The onboarding application connects every onboarding flow into one structured process so firms can activate work without delays or rework.
- Coordinate project setup across delivery, HR, finance, and operations
- Assign onboarding steps based on discipline, role, project type, or office
- Track readiness across projects, resources, and external partners in real time
Bring structure and speed to every onboarding flow, from project setup to billing readiness
Standardize onboarding with structured templates, automation, and live visibility from client setup to project activation, subconsultant coordination, and employee readiness.
Standardize onboarding across projects, roles, and offices
Project setup often varies by office or team, which leads to inconsistent scope alignment, staffing gaps, and billing issues later. Structured templates bring consistency to how projects, clients, subconsultants, and employees are onboarded, so every project starts with the same baseline.
- Configure step-by-step task lists for project setup, client onboarding, or new hires
- Align onboarding steps with delivery, finance, and compliance requirements
- Apply consistent standards across offices, disciplines, and entities
Remove delays in access, approvals, and setup
Early project delays usually come from waiting on access, approvals, or missing setup steps across teams. Tasks move forward automatically as dependencies are completed, so teams can start work without chasing updates or waiting on manual coordination.
- Trigger access provisioning, approvals, and setup steps automatically
- Notify stakeholders when action is required or completed
- Ensure teams can begin time entry and project work without delays
Track onboarding progress across teams in one view
Onboarding breaks down when delivery, HR, finance, and operations work in isolation with no shared visibility. A single view of onboarding status makes it clear what is complete, what is blocked, and who is responsible.
- Track onboarding pipelines across projects, clients, subconsultants, and employees
- Monitor task ownership, dependencies, and completion in real time
- Maintain accountability across cross-team handoffs
Improve onboarding with real performance insights
Without visibility into onboarding performance, the same delays repeat across projects. Tracking onboarding data helps teams identify where time is lost and refine how projects are activated.
- Capture feedback after onboarding completion
- Analyze onboarding timelines and task performance
- Identify recurring bottlenecks and improve workflows
Align onboarding with billing and project readiness
Projects often begin before financial setup is complete, which delays invoicing and impacts cash flow. Connecting onboarding with billing and project setup ensures teams can log time from day one and invoices can be raised without delays.
- Ensure billing structures are defined during onboarding
- Align project setup with financial and compliance requirements
- Enable accurate time entry and faster billing readiness
Guide onboarding with copilots within evergreen
Manual onboarding relies on experience, which makes it easy to miss dependencies or delays. Copilots within evergreen surface recommendations, highlight risks, and guide the next steps using real project data.
- Recommend templates based on project type and structure
- Auto-fill onboarding details using existing firm data
- Flag delays or missing steps before they become blockers
Launch onboarding without manual coordination
Onboarding should be structured, repeatable, and visible across teams.
- Step 1
Create a new onboarding request for a project, client, subconsultant, or employee
- Step 2
Apply and adjust templates based on project type, discipline, or role
- Step 3
Track progress, approvals, and dependencies through Microsoft Teams
Give each team control over project readiness
Onboarding touches multiple teams and each needs visibility to prevent delays.
Delivery teams
Start projects with the right structure, staffing, and access
HR teams
Onboard employees with role-based setup and readiness tracking
Finance teams
Ensure projects are billing-ready and financially structured
Operations teams
Monitor onboarding consistency and reduce delays across projects
Connect onboarding to delivery and financial outcomes
evergreen connects project setup, resource data, and financial structures into one system so onboarding directly feeds into delivery and billing.
empower is the decision intelligence layer that sits above the systems of record including evergreen or other platforms already used by the firm. It interprets operational data, applies AEC firm context, and uses AI agents and copilots to guide decisions across the onboarding lifecycle.
Together, they ensure that decisions are based on live project data, which leads to earlier intervention, better margin control, and more predictable financial outcomes.
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FAQs
What is the onboarding application?
The onboarding app is an evergreen end-user application that helps AEC firms manage onboarding for projects, clients, subconsultants, and employees across Teams, web, and mobile.
How does the onboarding application support project onboarding?
The onboarding application structures onboarding workflows so projects are properly set up with resources, access, and billing configurations before delivery begins.
How does the onboarding app reduce project startup delays?
The onboarding app automates task dependencies and provisioning so teams can begin work without waiting for manual coordination.
Can teams track onboarding across stakeholders?
Yes, the onboarding application provides a unified view of onboarding progress across projects, resources, and partners.
How does the onboarding app improve billing readiness?
The onboarding application ensures financial setup is complete at onboarding so projects can move into billing without delays.