Real-time backlog and pipeline visibility for AEC firms

Unify backlog, active work, and pipeline across client, sector, and region so decisions run on one number. evergreen, as part of the Microsoft Industry Cloud for Architecture and Engineering (AEC) Firms, reduces planning churn and aligns award confidence, revenue timing, and staffing impact in a single governed model.

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Unscored pipeline signals turn planning into guesswork

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As Architecture, Engineering, and Construction (AEC) firms scale across regions and disciplines, demand data rarely scales with the same discipline. Backlog, active work, and pipeline end up living in different views, so leadership debates the numbers instead of deciding what to pursue, staff, and start. This disconnect shows up in challenges like:

  • Reconciling conflicting backlog and pipeline views before every growth or staffing review
  • Overcommitting teams because expected awards and start dates are not modeled consistently
  • Forecasting revenue without phase and discipline structure that holds through delivery
  • Misjudging pursuit quality when confidence and risk stay informal or subjective
  • Operating with role-based blind spots when project managers and finance see different demand signals

Make growth decisions defensible, not negotiable

evergreen, as part of the Microsoft Industry Cloud for Architecture and Engineering Firms, consolidates backlog, active work, and pipeline into one governed demand model that can be sliced by client, sector, region, phase, and discipline. That shared foundation aligns award likelihood, revenue timing, and capacity impact so planning decisions stay accountable across roles.

Unify demand for decisions

Slice backlog, active work, and pipeline by client, sector, and region

Forecast revenue by discipline

Tie phase projections to award probabilities and start dates

Model staffing impact early

Convert expected start dates into demand by discipline and role

Expose pursuit
quality

Surface confidence scoring and risk flags as opportunities change

Align commercial demand to delivery capacity before you commit

With evergreen, unify backlog, active work, and pipeline into one view that reflects how AEC firms win and deliver work across phases and disciplines. evergreen links expected awards, start dates, and forward revenue forecasting so leadership decisions tie directly to staffing reality, not separate forecasts.

Controls and automation keep the demand model clean as volume grows. AI copilots can flag outdated start dates, missing forecast inputs, and low-confidence pursuits, while role-based dashboards in Microsoft Teams ensure leaders, project managers, and finance act on the same signals.

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Turn pipeline reviews into staffing decisions

Map your backlog and pipeline model to show revenue timing, award confidence, and capacity impact by discipline.

Replace reactive forecasting with executable demand planning

When backlog and pipeline operate on one governed model, forecasts become executable decisions. Teams prioritize the right pursuits, plan capacity earlier, and prevent delivery disruption caused by optimistic timing and unscored risk.

Clarify what work is truly coming

Create a unified view of backlog, active work, and pipeline by client, sector, or region so leadership reviews start with aligned context. This ensures decisions focus on trade-offs and priorities, not reconciling whose dashboard is right.

  • Establish a single demand rollup across pipeline and delivery states
  • Filter by region, sector, client, and discipline to compare demand shape
  • Keep definitions consistent so each review cycle starts from the same baseline

Predict revenue timing by phase and discipline

Forecast forward revenue using the same phase and discipline structure as your delivery teams. Finance and delivery teams plan to the same curve, not a top-line projection that breaks at kick-off.

  • Forecast by phase to reflect delivery sequencing and commercial timing
  • Forecast by discipline to expose skill constraints and staffing pressure
  • Reconcile changes as pursuits progress and backlog shifts, without manual rebuilds

Model capacity impact before awards land

Translate expected awards and start dates into capacity impact so staffing actions happen before delivery teams feel the squeeze. Practice leaders can scenario-plan hiring, subcontracting, and reshuffling with clear demand signals.

  • Convert expected starts into capacity demand by discipline and time window
  • Identify overlap risk where awards collide with active workload
  • Trigger earlier staffing decisions tied to confidence and start-date realism

Keep every role on the same numbers

Provide role-based dashboards for leadership, project managers, and finance that resolve to the same governed model. Teams stop running parallel narratives and start managing demand, staffing, and risk with shared accountability.

  • Provide tailored views for leadership, project managers, and finance without changing underlying definitions
  • Highlight exceptions like low-confidence pursuits and timing drift for review
  • Use native copilots to summarize changes and surface what needs action

A connected Microsoft Industry Cloud foundation tailored for Architecture and Engineering firms

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evergreen leverages Microsoft Dynamics 365 and Azure within your Microsoft tenant to unify commercial demand and delivery capacity under one governed platform. AEC firms retain control over enterprise security, identity, and, governance while scaling demand

planning with audit-ready discipline, maintaining a single governed record so demand, staffing, and forecasting stay aligned across teams.

Tenant-level control backed by Microsoft security, identity, and access governance

Scale without losing oversight through traceability, controls, and audit readiness

Commit capacity with fewer surprises

Unify backlog and pipeline so revenue timing, award confidence, and staffing impact stay visible to every decision maker.

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