IVY Software

IVY addresses fragmented project administration in project-driven organisations: managers, project leaders and staff work from one environment linking budgets, planning, hours, realisation and invoicing, aiming at predictable, profitable projects with fewer duplicate entries.

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Overview

IVY connects quotes, project structure, planning, time tracking, invoicing and reporting in one project environment for project-driven firms such as architects, engineering and consultancy firms. Roles and permissions are set up at the start with an IVY consultant during onboarding. A free 14-day trial is available. Shows team and employee capacity and staffing in real time with visual signals for over- and under-staffing. Plans capacity by organisation, team, function, competence or task, assigns external capacity and redistributes planned work between colleagues, with availability taken from the HRM module. Registered hours are automatically included in planning, and dashboards and reports show hours, costs, capacity and project results in real time. Preliminary or future projects and phases, and expected work from opportunities and quotes, can be included in capacity planning.
More product details

Product

Demo Url
ivysoftware.nl/kennis/resources/introductievideo
Solution Kind
Suite

Who it is for

Industries
  • Professional services
Organization Types
  • Business
Roles
  • Project manager
  • Project Controller
  • Resource Manager
  • Administrators
Use Cases
  • Project planning
  • Resource planning
  • Time tracking
  • Project billing
  • Project creation

Features

Reporting/Project Tracking

Shows budget, hours, work in progress, expected project result and performance in dashboards and KPIs, with Power BI integration.

Categories: Project Management

Project Planning/Scheduling

Splits projects into phases and tasks from templates, plans them per day or week, and lets phases be activated, deactivated and reordered while the plan is updated during the project.

Categories: Project Management

Gantt/Timeline View

Shows capacity planning with a Gantt chart and a visual timeline of phases and tasks that can be adjusted per day or week, with milestones and delivery moments visible.

Categories: Project Management

Multiple Projects

Manages multiple projects in one environment with templates, phases and subphases, and supports several companies (BVs) through the intercompany setting.

Categories: Project Management

Milestone Tracking

Adjusts milestones and deadlines at project, phase and subphase level, links them to responsibilities and signals risks or delays automatically, with custom alerts.

Categories: Project Management

Task Management

Splits projects into phases and tasks, assigns tasks to staff with budget and progress per task, and feeds planned tasks into time registration.

Categories: Project Management

Resource Management

Plans capacity across projects and phases from the project and employee side, and uses registered hours and HRM schedules to show who is available.

Categories: Project Management

Collaboration Tools

Lets teams, partners and clients work in one project environment with current information, manages project documents with SharePoint integration and records communication through Outlook.

Categories: Project Management

Interaction Tracking

Registers customer contacts, appointments and notes in a central timeline, records communication via notes and Outlook integration, and manages follow-up to-dos and workflows.

Categories: Customer Relationship Management

Lead Management

Captures leads and opportunities in one funnel from first contact to order with status, responsible person, potential revenue, follow-up tasks and deadlines.

Categories: Customer Relationship Management

Sales Pipeline Management

Shows opportunities in a kanban sales pipeline with user-defined stages and success probabilities, and converts a won opportunity into a project carrying over structure, payment schedule, participants and activities.

Categories: Customer Relationship Management

Contact Management

Records relations and contacts once, links several contacts to an organisation and keeps a central customer file with projects, quotes, invoices and communication.

Categories: Customer Relationship Management

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Lead Qualification

Records leads with contact, relation and activity, places them in a sales stage and assigns follow-up tasks; a success probability per stage helps prioritise.

Categories: Customer Relationship Management

Segmentation

Segments and filters relations by industry, status, interest or strategic value using self-defined attributes, labels and customer categories.

Categories: Customer Relationship Management

Workflow details

Planning
  • Phases
  • Milestones
  • Resource planning
  • Project templates
  • Gantt

Categories: Project Management · Capacity Planning

Work Views
  • Gantt
  • Timeline
  • Dashboard

Categories: Project Management

Constraints
  • Capacity
  • Skills
  • Calendars
  • Budgets
  • Competing assignments

Categories: Project Management · Capacity Planning

Measurement
  • Name
    Budget versus realisation
    Description
    Budget is compared with realisation from hours and costs per project, phase or subphase, planned work with registered hours, and progress is measured as percentage complete with an expected project result.

Categories: Project Management · Capacity Planning

Granularity
  • Name
    Project, phase and subphase
    Description
    Budgets, planning, deadlines and financial progress can be viewed per project, phase or subphase; capacity is viewed per organisation, team or function.

Categories: Project Management · Capacity Planning

Project Financials
  • Budget
  • Costs
  • Billable time
  • Invoices
  • Work in progress

Categories: Project Management

Technical details

Implementation

Delivery Mode
  • Vendor

Customization

Supported Scopes
  • Fields
  • Templates
  • Roles
  • Workflows

Security

Access Models
  • Role based

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