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Ajera integration

Resource planning with Ajera

Mosaic, an AI project and resource planning tool, plugs into Ajera: Ajera keeps the books, and Mosaic plans the work. Architecture and engineering firms on Ajera use it to plan who works on what, phase by phase, with Mosaic reading what planning needs from Ajera.

Alongside Ajera

Does Mosaic replace Ajera or plug into it?

Mosaic plugs into Ajera rather than replacing it: it isn’t an Ajera alternative but the tool firms on Ajera use for resource planning and staff scheduling, while Ajera stays the system of record for projects, time and billing. Many firms on Ajera don’t need a new ERP; they need a plan for who works on what next.

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ERPs record what happened. Mosaic helps you run the firm.

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Mosaic plugs into your ERP.

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Mosaic vs. ERPs

The old way, with scattered tools, beside the Mosaic way, with one connected plan
What Mosaic reads

What does Mosaic read from Ajera?

Mosaic reads projects, phases, people, roles, budgets and fees, and time from Ajera, so nobody keys them into a second system. The books stay in Ajera, and Mosaic is where the firm plans staffing, sets schedules and forecasts what’s coming.

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A bi-directional Ajera integration is coming soon.

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Mosaic pulls from Ajera four times a day. For core data, the connection can refresh as often as every minute.

One job each: Ajera records the work, and Mosaic plans it.
The workWhere it happens
Time, billing and accountingAjera, the system of record
A schedule for each phase, with roles and hoursMosaic, on the timeline
Who works on what each week, across every projectMosaic
Budget tracking by phase, with planned against actual hoursMosaic
A capacity plan spreadsheet, version 7, with change notes piling up
Why add a planning tool

Do firms on Ajera need a separate resource planning tool?

Many firms on Ajera add one, because an ERP is built to record what already happened, and the plan for who works on what next belongs in a tool every PM keeps open each week. Firms on Mosaic plan 80% or more of their billable staff capacity, against under 50% at typical firms planning on ERPs and spreadsheets.

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At a smaller firm, the plan often lives in a principal’s head or a spreadsheet beside Ajera. In Mosaic, every project, phase and person sits in one view that each PM can update.

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Resource planning for architecture and engineering firms

Project management

How do project managers plan Ajera projects by phase?

PMs plan each Ajera project in Mosaic phase by phase, with the schedule, roles, hours and people for every phase and the budget and fee beside them. Mosaic shows actual hours against the plan, so a phase running over shows up while there’s still time to act.

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Mosaic does project management as well as resource planning: phases, budgets, schedules, tasks, dependencies and staffing in one place. When a phase slips, Mosaic’s patented rescheduling moves the work after it.

A budget report by project and phase
Chello answering what the team is working on this week, and how much budget is left on a phase
Keeping it current

How do smaller firms on Ajera keep the plan current?

Each PM plans their own projects, and Chello, Mosaic’s AI planning assistant, asks them for updates in Microsoft Teams, where they already work. One reply gets the plan to match reality, and the principals see every PM’s projects together in one view.

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People never seem to have time to keep up on planning. Most firms on Mosaic get most of their people planning. The only thing that gets everyone planning is the Teams integration.

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What an AI planning assistant does

“You’re not just selling us gym equipment. You’re giving us a gym membership and personal training: the equipment, the training and the knowledge to use it, and a strategy to get to success.”
Greg Tidwell
Partner, Smith Gee Studio
Before you choose

What should a 60-person firm on Ajera check before choosing a planning tool?

A 60-person firm on Ajera usually checks that the tool reads from Ajera, who can see and change what, whether it works in Microsoft Teams and how the vendor handles its data, then setup time and upkeep. Mosaic plugs into Ajera, access defaults to locked, Chello works in Microsoft Teams, and Mosaic is SOC 2 Type II.

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How Mosaic’s AI handles your data

Reads from Ajera

What planning needs comes from Ajera, so the plan starts from the books.

Permissions

Your firm decides who can see and change the plan. Access defaults to locked, and planning gets gated.

Microsoft Teams

Chello in Microsoft Teams asks PMs for updates and answers questions about the plan where they already work.

Security

Mosaic is SOC 2 Type II.

Setup

Firms are integrated, trained and live in 30 to 60 days.

Upkeep

Mosaic connects Ajera for you and keeps the connection running. If a platform changes their API, we fix it, not you.

Cost

What does Mosaic cost for a firm on Ajera?

Mosaic is priced in three annual parts: a per-seat subscription, a platform fee and the Ajera integration, which Mosaic owns and maintains. Onboarding and implementation is a one-time cost, scoped to the firm’s rollout, and the team sets out all of it in one quote. Firms who plan on Mosaic typically see 10 to 20x ROI in a full year.

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The per-seat rate steps down as headcount increases, and the platform fee funds onboarding, training, a Customer Success Manager, support and hosting.

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Chello comes with every subscription, its add-on plans are priced per user per month, and Chello in Microsoft Teams is priced separately.

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Full-priced annual contracts are backed by a 5x money-back guarantee. Speak to the team to learn more.

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See pricing

Results

What results do firms see once they plan in Mosaic?

CPL spends 75% less time managing resources, and CetraRuddy went from 77% to 90% utilization and had its best year in 38 years. Across firms on Mosaic, 80% or more of billable staff capacity has a plan, against under 50% at typical firms planning on ERPs and spreadsheets.

Source: CPL and CetraRuddy, Mosaic customers; Mosaic planning data

Read customer stories

75%

less time managing resources at CPL

90%

utilization at CetraRuddy, up from 77%

80%+

of billable staff capacity planned at firms on Mosaic

FAQ

What else do firms on Ajera ask?

Does Mosaic integrate with Ajera?

Yes. Mosaic plugs into Deltek Ajera and reads what planning needs from it, and Ajera stays the system of record.

Do we still need Ajera if we use Mosaic?

Yes. Ajera keeps the books: time, billing and accounting. Mosaic plans the work: who works on what, phase by phase.

Does Mosaic work in Microsoft Teams?

Yes. Chello in Microsoft Teams asks PMs for updates and answers questions about the plan, and one reply gets the plan to match reality.

Is Mosaic SOC 2 Type II?

Yes. Mosaic is SOC 2 Type II, and permissions decide what each person can see and change.

How long does setup take?

Firms are integrated, trained and live in 30 to 60 days. Mosaic handles the Ajera connection, so PMs can focus on learning to plan.

Does Mosaic work with other ERPs?

Yes. Mosaic plugs into your ERP, and the team can confirm how it connects to the systems your firm runs.

Book a 20-minute demo

See your Ajera projects planned by phase, with the people on them.