Introducing

Monograph Method

Let’s make a deal: Monograph will be the most intuitive, easiest to use, and most automated platform you’ll ever encounter IF you are willing to run your business using the Monograph way.

We’ve had the opportunity to serve over 15,000 architects and engineers so far and we’ve developed the best in class methods to run an A&E business.

Follow these principles with Monograph and you’ll soon be doing only the things you love and leaving the rest to us.

Principle one

Monograph features aren't optional

The power of Monograph is how all the tools interconnect, move data seamlessly, and automate your workflow.

If you skip out on tracking time or creating invoices and getting paid electronically, you are only getting a fraction of the value.

Project Plans
Milestones & Deliverables
Staffing
Time Tracking
Invoicing
Online Payments

Principle two

Simplification over customization

You can have intuitive and easy OR you can have customized to the exact way you’ve been doing things before Monograph BUT you can’t have both.

Just like when you work with clients, when you provide more options and decisions, you slow down the process and likely lead to even more subsequent options and decisions.

We’re asking you to instead, follow our lead and make adjustments to your way of doing things for the sake of simplicity, consistency, and automation.

Add project budgets
Projects need budgets down to the phase and role levels - so we can keep you on budget and profitable.
Staff every week
Adjust staffing plans every Monday morning - this keeps you on time and on budget.
Invoice every month
Invoice monthly - so we can ensure you have a predictable and regular cashflow.
Get paid online
Get paid faster with online payments—no more paper checks, manual tracking, or unpaid invoices; just easy client payments, automated bookkeeping, and the benefits of credit cards payments.

Principle three

Trust your team and delegate

Conventional wisdom in the A&E space suggests that sharing financial info of any kind with your team will distract them at best or lead to a mutiny at worst.

This means that at many firms, only a few people are responsible for the majority of important decisions regarding projects.

This doesn’t scale and we couldn’t disagree more with this approach. By delegating these tasks, you free up time for yourself and your accountant, allowing you to focus on higher-level priorities like forecasting and improving profitability.

And you empower your decision makers with the information that they need to do their job.

Delegate decisions
Decisions around timelines, staffing, and creation of invoices can be made by project managers to speed up your processes.
Let PMs see budgets
Project managers need permission to see billable rates and project budgets - they can’t make an educated decision on timing or staffing without understanding the cost implications.
Bonus: full transparency
Give everyone access to project budgets and billable rates so they fully grasp the understanding of “time is money”.

Principle four

Finances are for everyone

Managing your firm’s finances doesn’t have to be overwhelming.

While you may be tempted to rely on an external bookkeeper or consultant, everyone needs to know how your firm is performing to make good decisions.

With Monograph, you’ll receive notifications when project finances are off track and get an easy overview of your firm’s financials each month.

Keeping a pulse on your finances is as simple as checking your Monograph dashboard for key insights that keep your firm on track and profitable.

While you have everything you need in Monograph, your bookkeeper can continue to use Quickbooks to handle the accounting nitty gritty.

View profitability
See a very simple chart showing your firm and project profitability.
Stay on budget
Get suggestions on your staffing decisions to keep you on budget.
Regular invoicing
Easily build out your invoices based on time worked to keep your cashflow healthy.
Leave QuickBooks to your accountant
Sync it all to Quickbooks Online, so that your accountant is in the loop and can handle the detailed accounting and taxes.

Principle five

Actionable insights, not reports

Our competitors will always have more reports than us — by design.

We don’t believe you should be spending hours combing through spreadsheets or pivot tables to try and understand your business.

Monograph will tell you what you need to know and when you need to know it.

Relax when everything is good
If a project is on time and on budget, we won’t tell you that — because that’s how it’s supposed to be.
Get alerts when it matters
But if you are running out of work, are over capacity, or have phases that are trending to lose you money - we will absolutely let you know.
Get smarter over time
When you build out your next budget, we’ll make sure you do it profitably through recommendations on phases, roles, timelines, and budgets.

Need to see it to believe it?

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