Delivery review

Step by step

1. Assign delivery Engagement Manager

   Engagement Manager names the people responsible for an Active engagement and checks their rates and capacity.

   • Check manager ownership and member rates before work is logged
   • Updates Engagements, Team members

2. Submit service Consultant

   Consultant records the date, description, hours, rate, billable flag, and engagement, then submits the line.

   • Move Draft work to Submitted
   • Updates Service entries

3. Review service Service Reviewer

   Submission checks the line and approves valid work; Service Reviewer checks the outcome and follows exceptions.

   • Check the automatic result and resolve failures
   • Updates Service entries, Review decisions, Operation receipts

4. Track time and expense Consultant

   Consultant adds dated time and expenses; Engagement Manager follows the submitted queues.

   • Record effort and spend by engagement
   • Updates Time entries, Expenses

5. Review margin Engagement Manager

   Engagement Manager compares delivered hours, cost, and amount with the agreed fee and budget.

   • Compare value and cost with the agreed baseline
   • Updates Engagements, Service entries

Engagement Manager

Owns delivery context.

Consultant

Records work.

Service Reviewer

Checks service results.

Billing Specialist

Follows approved value.

Admin

Maintains access.