Request a Quick Scan

Quick insight into your Milestones environment

Have you been using Fortes Milestones for some time now? If so, it’s worth taking a moment every now and then to reflect on how you’re using it. Processes change, teams grow, and work methods are often adjusted step by step. This can lead to opportunities for improvement that aren’t always immediately apparent in day-to-day practice.

With the Quick Scan, we assess how your Milestones environment is set up, how key users experience it, and where specific optimizations are possible. You’ll receive a practical report outlining areas for improvement, prioritization, and recommendations, so you can pinpoint where the greatest benefits lie.

In this Quick Scan, we’ll look at, among other things:

• Use of Features
• Projects, Templates, and Budgets
• Invoicing Setup
• Reports and dashboards
• Modules and Links
• Issues Experienced by Key Users

On the right, you can see an example of what a Quick Scan result might look like. Afterward, we’ll discuss the results with a consultant so that you’ll not only know what’s going on, but also what the next logical steps are.