For finance
For delivery
Protect fee and delivery commitments with governed change control
Architecture, Engineering, and Construction (AEC) firms lose margin when scope moves faster than approvals and financial updates. evergreen, as part of the Microsoft Industry Cloud for Architecture and Engineering firms turns change into a controlled workflow with clear impact, clean billing alignment, and defensible history.
Prevent scope drift from becoming unbilled work
In growing firms, scope is often defined at kick-off and then renegotiated through emails, meeting notes, and side conversations. Without a single baseline and a formal approval path, teams accept changes before understanding cost, schedule, and staffing impact. That gap shows up in challenges like these.
- Client requests get absorbed as informal direction instead of approved change
- Extra work gets approved without validating fee and schedule impact first
- Downstream updates to budgets, WBS, and billing plans get missed after a change is accepted
- Original assumptions and exclusions get lost when project teams rotate or hand off
- What was agreed gets disputed because the audit trail is scattered across tools
Turn change management into a controlled, traceable decision cycle
evergreen anchors change to the same project data used for planning, staffing, and billing, so each request is evaluated once and reflected everywhere. Leaders see what changes mean before commitments are made. That foundation directly resolves the issues above by replacing informal scope handling with governed workflow, impact modeling, and synchronized project updates.
Faster
decisions
Route change requests to the right approvers with fullcontext.
Cleaner billing alignment
Update budgets, WBS, and billing plans fromapproved changes.
Lower dispute exposure
Preserve assumptions, exclusions, and a completechange history.
More reliable forecasting
Recalculate fee, schedule, and resourcing impactsbefore acceptance.
Unify PMs, technical leads, and finance around change management
evergreen stores baseline scope, assumptions, and exclusions in one controlled record tied to the project plan, contract terms, and financial structure. Every change request becomes a structured transaction that links back to the baseline and forward to budgets, WBS, and billing plans.
As part of the Microsoft Industry Cloud for Architecture and Engineering Firms, evergreen applies workflow controls, automation, and AI insights to keep approvals consistent and impacts visible without losing the audit trail or breaking financial alignment.
Move from reactive scope debates to controlled outcomes
Instead of discovering overruns after the work is done, teams evaluate change withfacts before agreeing to it. The result is tighter delivery control, cleaner billing, and fewersurprises during reviews and closeout.
Define scope once and eliminate drift
Capture baseline scope, assumptions, and exclusions at project setup and keep them visible across the delivery lifecycle. That clarity reduces rework, prevents silent scope creep, and creates a single reference point for every change discussion.
- Preserve assumptions and exclusions so they stay usable during delivery, not just kick-off
- Validate staffing and work allocation against live consumption
- Keep baseline visibility consistent for project, finance, and leadership views
Approve changes with disciplined governance
Standardize how changes are requested, reviewed, and approved so decisions follow policy, not personality. Approvers act faster because they see the context, the history, and the required decision in one place.
- Configure workflow-based approvals by role, threshold, project type, or client rules
- Trigger escalations and notifications when approvals stall or risk thresholds are crossed
- Approve and track actions through Teams-based empower views for faster turnaround
Model impact before you commit
Evaluate fee, schedule, and resource impact before acceptance so commitments are deliberate and defensible. This prevents teams from accepting changes that quietly undermine staffing plans or financial performance.
- Track effort, fee, and schedule impact as part of the change record, not in side files
- Compare planned versus revised budgets and update forecasts with controlled adjustments
- Check resourcing impact using current availability data before approval
Keep claims defensible and fast
Maintain a complete change audit history so reviews, negotiations, and claims do not depend on memory. When the client asks what changed and why, the answer is documented, timestamped, and tied to approvals.
- Maintain a full audit trail of requests, approvals, dates, and supporting context
- Link changes to project deliverables, billing milestones, and financial adjustments
- Support future reviews with a single source of truth for what was agreed
A trusted, connected Microsoft Industry Cloud foundation for Architecture and Engineering firms
evergreen leverages Microsoft Dynamics 365 and Azure and is deployed within your Microsoft tenant, so your project and financial data stays governed under your security, compliance, and identity controls. That architecture supports audit readiness,
controlled access, and consistent operations as your project volume and complexity scale.
Maintains a single system of record across delivery, finance, and leadership decisions
Keeps tenant-level control with Microsoft-grade security, identity, and access governance
Scales growth while preserving approval discipline, traceability, and audit readiness
