Dashboard
Every client, right now
| Client | Status | Engagements | Open | Overdue | Next due | Recurring | Engaged value |
|---|
Click a client to open their workspace.
Overdue
Due next
How we work — G.R.O.W.T.H.
Clients
Engagements by unit and service line, with delivery and onboarding status.
Add engagement
| Client | Unit | Service line | Status | Onboarding | Retainer | Contact |
|---|
Work
Deliverables by client. Deadlines and delivery standards sit under Pillar 3.
Log deliverable
| Item | Client | Owner | Due | Status |
|---|
Quotes
Built from the service catalogue. Price = baseline time × work class rate, exactly as the pricing workbook computes it.
New quote
| Quote | Client | Title | Status | Fee | Margin | Valid to |
|---|
Onboarding
Client and team onboarding run from templates. Starting one copies the checklist with dated steps.
Start onboarding
Pick a client for client onboarding, or a team member for team onboarding — whichever the template is for.
Templates
Pricing
Work classes define the value and risk of the work. Service prices derive from them, so changing a class rate reprices every service in it.
Work classes
| Class | Nature | Governance | Cost/hr | Rate/hr | Margin |
|---|
Service catalogue
| Code | Service | Group | U/M | Hrs | Class | Price | Cost |
|---|
Salary scale
| Job class | Value level | Scope | Hourly | Monthly | Annual |
|---|
Work type multipliers: full-time office 100%, full-time remote 80%, part-time office 80%, part-time remote 50%.
People & Culture
The BOU framework — four pillars, their owners, and live KPI tracking.
Record a KPI result
Finance & Treasury
The BOU framework. Accurate management, tight control, alignment to growth.
Operating rhythm
Daily
- Cash balance monitoring
- Time-sensitive billing and payment actions
Weekly
- Cashflow forecast updates
- AR and AP updates
- Payment batching and risk flagging
Monthly
- Reconciliations and financial close
- Management reporting
- Budget variance review
Finance & Treasury KPIs
Approval authority
Business Support Associate
Execution, accuracy, operational discipline. Prepares invoices, payment and expense records; maintains AR/AP schedules; escalates discrepancies promptly.
Operations Team Lead
Oversight, control, risk management. Approves routine operational payments within authority limits; enforces maker-checker; escalates strategic risk.
Managing Partner
Strategy, governance, financial stewardship. Sets policies and approval thresholds; approves strategic spend; decides liquidity and capital allocation.
Team
Who is active, their role, unit and job class. Access management sits under Pillar 1.
| Name | Title | Access level | Unit | Job class | Work type | Active |
|---|
Organizational chart
Executive Strategy Unit (ESU)
- Managing Partner — S. Ford-English
Client Services Unit (CSU)
- Client Services Lead — J. English
- Service Coordinator
- Service Associate — S. Blake
- Service Associate
Business Operations Unit (BOU)
- Operations Team Lead
- Partnership Executive — Y. Sterling
- Business Support Associate — S. Rose
Settings
Access levels decide what each role can see and do. Changes apply the next time that person loads the app — and are enforced by the database, not just the screen.
Access levels
Per-person overrides
Give one person something their role does not normally have, or take it away. Blank means "follow the role".
Change someone's role
Install on your phone
iPhone: open this page in Safari, tap Share, then "Add to Home Screen".
Android: open in Chrome, tap the ⋮ menu, then "Install app" or "Add to Home screen".
It then opens full-screen with the Accere icon, like any other app. Sign-in is remembered per device.