For finance
For delivery
Protect repeat revenue by linking account plans to delivery outcomes
Keep every client conversation anchored in what your firm has actually delivered, billed, and earned. evergreen, as part of the Microsoft Industry Cloud for Architecture and Engineering Firms, unifies project history, margin performance, satisfaction signals, and partner relationships so growth decisions stay grounded and auditable.
Client growth stalls when project truth stays fragmented
In many Architecture, Engineering, and Construction (AEC) firms, repeat work depends on a few leaders remembering past wins, delivery performance, and informal partner dynamics. As the firm scales, that memory fragments across offices, project teams, and disconnected tools, turning growth decisions into guesswork rather than strategy. This disconnect shows up in challenges.
- Relying on anecdotal context because project history and interactions are not unified
- Missing cross-sell timing because delivery signals never reach account planning workflows
- Duplicating outreach because partners, referrers, and frameworks are tracked inconsistently
- Under-pricing follow-on work because past margins and write-down patterns stay hidden
- Ignoring satisfaction trends because feedback is unstructured and not comparable over time
Drive consistent expansion with delivery-backed account intelligence
evergreen, as part of the Microsoft Industry Cloud for Architecture and Engineering Firms, ties account context to delivery and financial performance, so growth shifts from reactive relationship selling to planned expansion. Leaders see the full client story across projects, fees, margins, and engagement, with the same truth shared across sales, delivery, and finance.
Unify account history fast
One record across projects, fees, margins, and interactions
Surface expansion signals early
Delivery data highlights cross-sell and up-sell patterns
Govern partner influence
Track referrers, partners, and frameworks with clear attribution
Quantify client sentiment
Structured feedback trends stay visible across time and teams
Make key account decisions consistent, traceable, and repeatable
With evergreen, consolidate client history across projects, fees, margins, and interactions into one account view that sales, delivery leaders, and finance can trust. That shared model links pursuits, active engagements, and completed work so expansion decisions stay consistent across offices and disciplines.
Automation and controls keep account planning operational instead of aspirational, with workflows to standardize goals, actions, and related opportunities. AI copilots can flag outliers in performance, emerging dissatisfaction patterns, and expansion candidates based on delivery signals, while role-based user apps bring review actions directly into Microsoft Teams.
Replace reactive relationship selling with accountable expansion planning
When growth depends on personal networks, expansion becomes uneven and hard to forecast. evergreen links account plans, partner influence, and delivery outcomes into one governed view that leadership can inspect and scale.
Standardize account plans
across offices
Move account plans from slideware to execution with defined goals, actions, owners, and linked opportunities. Leadership can inspect progress and keep teams aligned without rewriting plans for every region or discipline.
- Define account goals and actions with owners and due dates
- Link actions directly to active opportunities and pipeline value
- Review progress using consistent dashboards across key accounts
Reveal cross-sell triggers from delivery performance
Surface expansion opportunities from what the firm is already delivering, not only from sales intuition. Delivery data highlights patterns by discipline, phase, and project type so teams pursue the right follow-on work at the right time.
- Identify cross-sell and up-sell candidates using project performance signals
- Compare delivered scope and outcomes to what the client buys next
- Prioritize opportunities based on fit, timing, and historical performance
Govern partner and framework influence with traceable attribution
Keep partner relationships, referrers, and framework agreements anchored to structured account records instead of scattered notes and private spreadsheets. evergreen keeps these relationships tied to accounts and opportunities so influence, terms, and outcomes remain visible and defensible.
- Track partners and referrers with structured relationships to accounts
- Record framework agreements and task-order context alongside pursuits
- Validate influence and performance by linking to wins, losses, and margin outcomes
Measure satisfaction trends before revenue is at risk
Make client feedback comparable over time and across project teams, so early warning signals are visible before work slows. That visibility supports escalation, recovery planning, and account strategy adjustments.
- Capture structured satisfaction inputs tied to projects and stakeholders
- Trend feedback themes across phases, disciplines, and offices
- Escalate issues with role-based visibility for account and delivery leaders
A connected Microsoft Industry Cloud foundation tailored for Architecture and Engineering firms
evergreen leverages Microsoft Dynamics 365 and Azure within your Microsoft tenant, aligning pursuit, delivery, and financial data under one governed platform. You retain control over security, identity, and data governance, scaling repeat revenue with consistent oversight.
Maintain one system of record shared across sales, delivery, and finance teams
Keep security and access governed through Microsoft controls inside your tenant
Scale growth while preserving audit readiness and policy-driven accountability
