Clarc Empowers Avant Planning's Consultancy Operations

Avant Planning, a planning consultancy firm, recently transitioned from WorkflowMax to Clarc's integrated project management platform tailored for planners, architects, engineers, and surveyors. Celina, the firm's admin, shared their positive experience with the new system.

The transition process from WorkflowMax to Clarc was seamless, with Celina praising the Clarc team's assistance. "Fantastic, they are always happy to help," she stated, highlighting the exceptional support they received during the migration. Celina also noted improvements in Clarc's timesheet recording and fee proposal layout, appreciating the enhanced user experience. "The layout of the fee proposal is nicer," she mentioned. The migration of historical project data from WorkflowMax to Clarc was successful.

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As a planning consultancy, Avant Planning has benefited from Clarc's tailored solutions for the industry. The platform allows for creating and signing quotes and contracts tailored to different project types, with automatic project creation and budget allocation upon contract signing. Clarc's shared workspaces have facilitated seamless collaboration with consultants and clients, enabling file sharing, live chat within tasks, and e-signatures for efficient document reviews and approvals.

Avant Planning has been utilizing Clarc's time tracking capabilities, allowing them to log time on projects and monitor budgets in real-time. The smart invoicing feature automatically integrates with contracts and timesheets, streamlining the billing process. The integration with Xero has facilitated their invoicing and financial processes.

The team at Avant Planning has been adapting to the new processes within Clarc. As they continue to optimize their workflows within Clarc, Avant Planning anticipates further streamlining their project management processes and leveraging the platform's capabilities tailored for the planning industry to drive efficiency and productivity gains.