For finance
For delivery
Governance, compliance, and controls: Enabling audit readiness for AEC firms
Architecture, Engineering, and Construction (AEC) firms scale faster than their controls unless approvals, audit trails, and access rules are enforced inside daily workflows. evergreen, as part of the Microsoft Industry Cloud for Architecture and Engineering Firms, standardizes governance across scope, billing, revenue, and journals while keeping data secured in your Microsoft environment.
Stop governance gaps created by fragmented approval and data access paths
As AEC firms add offices, entities, and project complexity, financial discipline breaks down in predictable ways. Controls live in policy documents, while real decisions happen in email, spreadsheets, and disconnected tools, allowing exceptions to become routine. This disconnect shows up in challenges like:
- Bypassing required approvals when scope, write-offs, or invoice changes happen under deadline pressure
- Reusing the same person for creation and approval because roles are unclear across entities
- Losing audit evidence when changes occur outside the system of record
- Missing local compliance requirements because reporting rules vary by region and client type
- Exposing sensitive project and financial data through inconsistent access and residency settings
Put approvals, evidence, and access rules into the work itself
Governance works when it is enforced at the point of decision, reconstructed after month-end. evergreen applies consistent controls across project and finance activity so exceptions surface early and can be resolved with context, replacing informal workarounds with governed, role-based workflows.
Enforce role separation through configured rules
Segregation of duties with multi-level approvals by role and entity
Prove every change with evidence
End-to-end audit trails across scope, billing, revenue, and journals
Configurable reporting for local requirements
Configurable support for tax, legal, and reporting obligations
Limit access by policy and location
In built trust and security in Azure and Microsoft Dynamics 365 controls for residency, security, and permissions
Align finance and delivery teams to the same governed record
evergreen centralizes the transactions and decision history that determine whether a project stays compliant and defensible, from scope changes to invoice adjustments to revenue posting. Finance and delivery teams operate from one governed dataset, so approvals, audit trails, and access rules stay consistent across offices, entities, and project types.
Governance holds at scale when approvals, role separation, and evidence capture are embedded directly into execution. evergreen standardizes policy enforcement and audit readiness across project and finance transactions, while role-based user workflows surface approvals and exceptions inside Microsoft Teams so decisions stay accountable and timely.
Move from after-the-fact cleanup to governed execution
When governance is reactive, the firm pays twice: once in rework, and again in delayed billing, disputes, and audit exposure. evergreen shifts controls upstream, so compliance is enforced during project execution, not reconstructed later.
Separate duties without slowing decisions
Define role-based approvals and segregation rules that scale across entities and teams, without slowing work. Exceptions route to the right approver with full context ensuring deadlines do not force policy breaks.
- Configure multi-level approvals by transaction type, amount, entity, and role
- Restrict self-approval and conflicted roles across journals, billing changes, and adjustments
- Route approvals through embedded workflows with clear accountability
Preserve audit evidence across the project lifecycle
Capture a complete, time-stamped history for scope, billing, revenue, and journal activity, removing dependence on emails or memory. Auditors and leaders can trace decisions back to the source transaction and approver.
- Log who changed what, when, and why across key finance and project events
- Link approvals, notes, and attachments directly to the underlying record
- Support faster reviews with consistent, searchable audit trails
Satisfy local obligations with consistent reporting discipline
Standardize how tax, legal, and reporting requirements are met across regions without creating parallel processes. Local rules stay enforceable while the firm still runs one operating model for projects and finance.
- Apply localized rules for reporting and compliance where the entity operates
- Standardize policy enforcement across regions while allowing required variations
- Maintain defensible documentation for client, regulatory, and statutory reviews
Restrict access and residency by design
Keep sensitive financial and project data protected through tenant-level controls and governed permissions. Residency and access policies are enforced consistently, reducing exposure created by ad hoc sharing and unmanaged exports.
- Control access by role, team, entity, and responsibility area
- Enforce residency and security policies through Azure and Dynamics governance
- Manage access with auditable permissions and change history
A connected Microsoft Industry Cloud foundation tailored for Architecture and Engineering firms
evergreen is built on Microsoft Dynamics 365 and Azure and is deployed within your Microsoft tenant, so governance aligns to the security, identity, and compliance standards you already run. You retain control over data access, residency requirements, and audit readiness as your firm scales.
Maintain a single system of record across business development, finance, delivery, talent, and leadership reporting
Rely on Microsoft-grade security with tenant-level ownership and control
Scale growth while staying audit-ready and policy-consistent across entities
