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What is Proteus by Xergy?
Proteus by Xergy offers an integrated platform designed to manage the full project lifecycle, from bid evaluation and proposal creation to project tracking and invoicing. By connecting seamlessly with existing ERP and CRM systems, it ensures all project data and workflows are accessible in real time, enabling project managers and teams to make informed decisions swiftly and efficiently.
The software leverages advanced analytics and intuitive dashboards to provide comprehensive insights into project performance, resource management, and financial metrics. With cloud-based accessibility, Proteus breaks down data silos, enhances collaboration, and ensures projects are delivered on time and within budget, helping organizations increase efficiency and profitability across consultancy, energy, and infrastructure sectors.
Features
- Sales Module: Opportunity and proposal management to supercharge CRM and win more business
- Bid No Bid Evaluation: Streamlined process for evaluating project bidding opportunities
- Work Breakdown Structures: Detailed task organization for accurate planning
- Cost Estimation & Pricing Analysis: Advanced tools for project cost analysis and price estimation
- Automated Project Controls: Real-time calculations for effective project management
- Project Tracking & Reporting: Live dashboards and reports for visibility and decision-making
- Resource Management & Scheduling: Efficient scheduling and resource allocation
- Financial Management: Streamlined invoicing and project finance insights
- Integration: Connects with existing ERP and CRM systems for unified data access
- Cloud-Based Accessibility: Centralized access to project data from anywhere
Use Cases
- Managing complex engineering consultancy projects from sales through delivery
- Enhancing visibility and control of energy or infrastructure project lifecycles
- Creating and managing bids, proposals, and work breakdown structures efficiently
- Automating cost estimation and pricing for accurate and competitive bidding
- Tracking project progress in real time to reduce delays and ensure on-time delivery
- Centralizing project analytics and financial data for informed decision-making
- Integrating with existing business systems to unify project, sales, and finance workflows
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