Industry pathway
Professional Services
Give firms clear visibility of utilization, project margin, and pipeline, and reduce the administration around time, billing, and resourcing.
Use cases
What we solve in professional services
Professional services
Three places hours are logged and the finance room, the firm's floor, a square between the firm and a client, the archive, the bid room, and a cable car to the client.
Pick a use case to see the problem and what we build, or play the tour.
An illustration of typical work in professional services. The business, people, and data are invented.
All 6 use cases in the scene
Billable hours & invoicing
Hours are logged in three systems, so finance invoices from part of them and some work is never billed.
Timesheets, projects and billing joined, so every logged hour reaches its invoice the same day.
Utilization & resourcing
Consultants wait on the bench while a project next door runs late for want of hands.
Hours and skills by person in one view, so free people are staffed where the work is.
Project margin & scope
Extra requests are done without a price, so a project slides into a loss before anyone sees it.
Effort against budget kept current, so extra work becomes a change request, not a write-off.
Knowledge search
Past proposals and reports sit in archives and folders, so people search for hours or start again.
Past work made searchable by what it is about, so the right file is found in moments.
Pipeline & bid decisions
Every opportunity gets a bid, so the team is spread thin and the best ones are rushed.
Each opportunity scored on fit and chances, so effort goes to the bids worth the work.
Client reporting
Client reports are put together by hand once a month, so clients see figures weeks old.
Reporting built from live project data, so clients see current figures whenever they look.
Common challenges
Where data and process problems usually show up
01
Utilization and margin are reported late
Joining time, billing, and project data lets leaders see project health while there is still time to act.
02
Resourcing is managed by email
A resource-planning application with skills, availability, and approvals makes staffing decisions faster and fairer.
Relevant services
03
Knowledge is hard to find
Assistants over approved proposals, policies, and methods help staff find what the firm already knows.
Relevant services
Typical data sources
- Time and billing
- PSA tools
- CRM
- Document repositories
- HR systems
This page describes common sector challenges and the services that address them. It does not describe specific client engagements.
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