Operations
Project accounting workflows, resourcing and your pursuit and CRM process.
Operations records describe how the firm runs. Buyers look at the workflow and the structure, which repeat from year to year.
We license the process and its structure. Payroll and personal data stay out of scope.
Records a buyer will look at.
- 01Project accounting workflows in Deltek or similar
- 02Staffing and resourcing plans
- 03Pursuit and go/no-go process
- 04CRM pipeline structure
Systems we work from.
- Deltek Vantagepoint
- Ajera
- Oracle Primavera P6
- Sage 300 CRE
- Excel resourcing sheets
- CRM exports
Four steps before anything leaves your firm.
Preparation runs on exports. Your staff keep working in their systems while we do it.
Inventory
We list what exists, where it lives and how complete it is.
Rights screen
Counsel checks each category against your contracts and your clients’ rights.
De-identification
Archeon removes client names, addresses and personal data from what remains, and your team approves every cleaned file.
Packaging
Cleaned files are organized and described so a buyer can review them. They pass through a temporary process and are never stored.
Set aside before preparation starts.
Employee names, pay and other personal data stay out. Client contact lists in the CRM stay out. The pipeline stages and rules are considered.
Federal or security-sensitive work (CUI and ITAR), personal data and protected health information are excluded from every license. Project drawings and models are included only with the building owner’s written consent, after Archeon removes identifying details and your team checks each file.
How every license works.
You keep ownership
You keep ownership and copyright and can keep using your records. Any exclusivity is negotiated, priced and in writing.
You keep your copyright
Licenses are for AI training. Your firm keeps ownership of its records.
Nothing upfront
You pay nothing to start. Archeon’s fee is paid when your firm is paid.
Terms in writing
You see the numbers in writing before you sign, and your counsel reviews the license.
Tell us what your firm holds.
For firms with 20 or more employees. A data review costs nothing and we reply by email.
Other categories we license.
Start with a data review.
Tell us your office staff, years of records and systems. You pay nothing upfront, and you keep your copyright.
Request a data review