Name: Rapport3
Author: Cubic Interactive

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Functional Testing

Development

Business Intelligence (BI)

Collaboration

Data Extraction

Dropshipping

Emissions Management

Intellectual Property (IP) Management

Privacy Policy Generators

Statistical Analysis

Workflow

Enterprise

Accounting

Accounts Payable

Crypto Tax

Online Trading

Subscription Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Compliance

HR Management

Payroll

Relocation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

AI Governance

Authorization

Cloud Storage

Custom Software Development Services

Data Center Virtualization

DevSecOps

Fraud Detection

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Public Cloud Infrastructure

Network Performance Monitoring

Secure Email Gateway

Sensitive Data Discovery

Session Border Controllers

System Monitoring

Time Series Databases

Tower Servers

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Content Management

Email Marketing

Market Intelligence

Marketing Automation

Social Media Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Lead-to-Account Matching and Routing

Sales Enablement

Sales

Cloud Infrastructure Entitlement Management

Secure Service Edge (SSE)

Security

Architecture

Banking

Digital Forensics

Financial Services CRM

Internet of Medical Things

Vertical-Specific

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Rapport3 is a project and resource management system designed for architects, engineers, and project managers. The vendor, Cubic Interactive, claims that Rapport3 aims to streamline and improve the processes of architectural, construction, and engineering firms and practices. According to the vendor, Rapport3 is suitable for businesses ranging from 10 to 700 employees in the fields of architecture, engineering, and project management.

## Key Features

**Job costing**: According to the vendor, Rapport3 provides a straightforward interface for managing timesheets, tracking time spent on tasks, and streamlining budget planning with pre-populated leave options and workstage templates.

**Accounts integration**: The vendor claims that Rapport3 seamlessly integrates with accounts packages, minimizing data errors with a single-stage to multi-level approval process, and offering time-saving custom reports aligned to business metrics.

**CRM integration**: According to the vendor, Rapport3 offers a fully integrated CRM with project financials, a centralized contact base accessible to all staff, and intelligent dashboards for project updates and key metrics.

**HR management**: The vendor states that Rapport3 includes a skills matrix for growing team skills, flexible leave monitoring across all locations, and staff training and performance tracking with intelligent dashboards.

**Quality assurance**: According to the vendor, Rapport3 provides a multi-project view for visibility across all projects, automates task allocation based on roles, and offers customizable templates for guided processes and gateway reviews to check for non-conformance.

**Project email collaboration**: The vendor claims that Rapport3 improves workflow with comprehensive search and organized filing, increases collaboration through project folders, and helps avoid project delays by resolving email access issues.

**Resource planning**: According to the vendor, Rapport3 allows the assignment of staff by grade or workstage, enables the review of staff utilization and management of resource changes, and provides greater visibility of project performance through intelligent dashboards.

**Mobile optimization**: The vendor states that Rapport3 offers a mobile app for creating notes, capturing timesheets and expenses, and searching contacts, projects, and staff on iPhone and Android devices. It also integrates seamlessly with Outlook.

**Configurable dashboards**: According to the vendor, Rapport3 allows easy configuration of dashboards to suit working methods, provides homepage, project, and contact dashboards for quick access to relevant information, and offers security-controlled dashboards to maintain privacy.

**Quoting process**: The vendor claims that Rapport3 provides a comprehensive set of tools for job costing, including timesheets, expenses, budget planning, and resource planning, with flexibility to suit business requirements.

Priority Matrix is a prioritization, collaborative, task management software used by more than 2500 businesses worldwide and 85,000 paid customers. Priority Matrix is used by customers who need visibility and alignment in team priorities. Priority Matrix uses the 4-quadrants to help customers prioritize by critical and urgency.

Basic

Bolste

Rapport3

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The Buyer's Guide to Project Management Software

Project management software helps teams plan, coordinate, and execute projects using methods like Agile or Waterfall. Key features include task scheduling, budgeting, and collaboration. Advanced tools offer portfolio-level insights to align projects with business goals. Explore scalable solutions that streamline workflows and improve accountability, with comparisons based on verified user reviews, ratings, and core features.

Cubic Interactive

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Invoicing

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

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