Project Management Workshop
Workshop Cost: $1,395

Who should attend? Principals, project managers, and accounting team members will all benefit from attending this two-day, hands-on workshop that integrates industry project management best practices with key processes for fully leveraging the Ajera software. Let our Project Consulting team show you how Ajera provides for safe and effective collaboration between your accounting and project management teams.

Topics covered include:

  • Industry Best Practices
  • Project Templates
  • Business Development
  • Budgeting
  • Resource Planning
  • Project Setup
  • Schedule Manager
  • Project Maintenance
  • Paperless Billing Review
  • Project Closeout
  • Dashboards
  • Widget Design Basics
  • Security for PMs
  • Custom Fields
  • Bonus Dashboards
  • Quick Reference Guide

Our Project Management consultants have over 50 years of combined industry experience to guide you in the most effective use of Ajera for project management implementation, delivery, and reporting. We will take you through the project life cycle from start to completion.

Attendees will leave with performance support tools from the workshop including slide deck, quick reference guide, dashboards/widgets, and more in order to manage projects more efficiently.

Note: We will provide all computers for attendees. Breakfast and lunch are also included.

Financial Workshop
Workshop Cost: $1,395

By popular demand we are introducing a new workshop, “The Ajera Financial Management Workshop”. This workshop is intended for CFOs, Controllers, Accounting managers, Principals, Owners, and those involved in new hire training and organizational restructuring.

The Ajera Financial Workshop is designed to give you a better understanding of Ajera’s financial/accounting workflow and reporting. We’ll cover the KPIs you should be tracking and how to benchmark against others in the industry. This workshop will increase your knowledge of the Ajera database to improve the accuracy of your firm’s financial reporting. Similar to the PM workshop, this workshop can be taken on an individual basis or customized to large groups or individual firms.

Ajera Widget Designer Workshop
Workshop Cost: $1,395

Do you want to learn reporting best practices and how to fully leverage the dashboard and reporting capabilities in Ajera? Principals, project managers, and accounting team members will all benefit from this new two-day, hands-on Ajera workshop. In this information-packed workshop, our expert reporting consultants take you through the entire reporting cycle, focusing on best measurements, and how to optimize your reporting effectiveness.

You’ll learn how to design widgets and dashboards and develop inquiries that cover every aspect of firm reporting including executive level reporting, financial reporting, project reporting, and departmental reporting, Participants will leave with a good understanding of reporting best practices and support tools for implementing them (workshop slide deck, dashboards/widgets and more).

Topics covered include:

  • Widget Bases
  • Links and Pages
  • Project Management
  • Accounting
  • Basic Navigation
  • Keys & Custom Fields
  • Departments
  • Employees Schedule & PTO
  • Table Widgets
  • Custom Formulas
  • Utilization & Billability
  • Supervisor Workflow
  • Chart Widgets
  • Alerts
  • Financials
  • Business Development

For more information contact Michael McCaffrey at