evergreen: Cloud-based AEC ERP software that helps you run projects with clarity
Architecture and engineering (AEC) firms lose margin not because of lack of work, but because fee burn, scope change, and delivery risk are hard to see until it’s too late. evergreen is the project-based ERP for architecture and engineering firms that gives you one connected platform to plan work realistically, deliver with control, and understand financial outcomes while projects are still in motion.
One system for pursuits, projects, resources, billing, and financials
At the heart of the Microsoft Industry Cloud for Architecture and Engineering Firms is the evergreen AEC ERP software; an integrated cloud platform that unifies pursuits, project planning, resource management, delivery tracking, billing, and financial control. Built on Microsoft Dynamics 365, evergreen connects every function across sales, delivery, finance, and talent to improve utilization, protect margins, and scale delivery with confidence.
With native AI capabilities embedded in core workflows and AI agents that support planning, time and expense capture, billing accuracy, and project controls, evergreen helps teams work faster with fewer manual effort. By centralizing operations in one connected system, evergreen reduces handoff gaps, improves visibility into scope and fee burn, and gives project leaders and finance teams real-time clarity from pursuit through project close.
Scale without losing control of fee burn and scope change
As AEC firms grow, complexity rises faster than visibility. What works at a smaller scale breaks down when projects multiply, teams spread across offices, and delivery models diversify.
As a project-based ERP for architecture and engineering firms, evergreen addresses the core issues that erode profitability and increase risk:

Fee burn and realization issues that surface only after margins are impacted

Scope changes that are tracked informally and priced too late

Utilization gaps across disciplines, offices, and regions that reduce billable capacity

Billing delays caused by manual progress tracking and approvals

Limited insight into project health while work is still underway

Fragmented systems that separate delivery decisions from financial reality
Bridge the gap between proposal budgets and actual project performance
Architecture and engineering projects are rarely linear. Scope evolves, staffing shifts, and timelines adjust. evergreen maintains continuity across the entire lifecycle so firms stay in control as conditions change.
Opportunities convert into structured projects. Proposal assumptions flow into budgets and plans. Delivery progress updates forecasts, billing plans, and financial performance in real time. Changes to scope, staffing, or schedule are reflected immediately so teams understand the impact before margins are lost. Firm leaders see margin risk weeks earlier, not at the month-end. Project teams operate with financial awareness. Finance teams no longer wait for month-end to see risk.
Align every team to the same project and financial truth
evergreen brings every function together around the project lifecycle, so pursuits, delivery, finance, and people teams work from the same data and priorities. Decisions made in one area immediately reflect across planning, execution, and financial outcomes.

Business development and pursuits
Build realistic proposals and fees using insight into backlog, capacity, and historical performance, with clean handoff into delivery.
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Project and delivery teams
Plan and execute work across phases and disciplines with clear visibility into scope, schedules, and effort.
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Finance and
operations
Track WIP, billing, revenue, realization, and margins continuously across projects, phases and disciplines.
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People and resource leaders
Allocate scarce expertise intelligently, balance utilization, and anticipate staffing gaps before they affect delivery.
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Operate projects with real-time financial control
evergreen brings execution and financial control together so projects are managed as business outcomes, not disconnected activities.
Establish project structure and accountability early
Establish projects with clear phases, deliverables, and ownership from day one. evergreen keeps scope, schedules, and financial expectations aligned throughout delivery.
- Define phases, tasks, deliverables, and owners across disciplines
- Track dependencies and progress against baseline plans
- Maintain continuity from proposal assumptions through execution
Monitor fee burn and realization while work is underway
Understand how projects are performing financially before it’s too late to act.
- Monitor fee burn, realization, and forecasted margin in real time
- Track budget versus actuals by phase, task, role, and discipline
- Identify emerging overruns and margin pressure early
Allocate resources across disciplines and partners
Plan staffing using live demand and availability across your full delivery network.
- Assign resources by role, discipline, office, and location
- Balance utilization across internal teams and subconsultants
- Anticipate capacity constraints tied to backlog and pipeline
Control scope change and delivery risk proactively
evergreen connects delivery performance with financial and governance controls so firms can manage change proactively.
- Track scope changes with clear fee and schedule impact
- Compare planned versus actual effort, cost, and utilization
- Maintain audit-ready visibility across projects and portfolios
Keep project and financial data governed in your Microsoft tenant
AEC firms operate under growing client, regulatory, and data residency expectations. evergreen AEC ERP software is built to meet those demands without slowing delivery.

One operational foundation
All teams work from shared data, consistent structures, and aligned processes.

Your data, in your environment
evergreen runs in your Microsoft Azure tenant, giving you control over access, security, and data residency.

Security and compliance by design
Uses Microsoft Azure security and compliance capabilities to support public and private sector delivery, audit requirements, and governance standards.
Implement in six months with sa.go! and standardize delivery at scale
evergreen is available through sa.go!, a deployment path designed to help architecture and engineering firms move quickly without compromising control.
sa.go! is the fastest route to getting evergreen AEC ERP software running in your firm. Go live in as little as six months with a solution configured around how AEC firms pursue work, manage delivery, and protect margins at scale. The implementation is built on the same project-based ERP for architecture and engineering firms that firms across 80+ countries already run on, with industry-specific templates in place so you are not starting from scratch.
Want to see how evergreen fits your firm's structure and project model?