Engagement to collection

Step by step

1. Engagement setup Engagement Manager

   Engagement Manager links the client, contract value, budget hours, dates and manager, then starts an active engagement.

   • Scope and owner recorded
   • Updates Clients, Engagements

2. Service delivery Consultant

   Consultant records service work against the engagement and submits it for review.

   • Delivered work linked
   • Updates Service entries, Engagements

3. Service approval Consultant

   Service Entry Approval checks the submitted billable line for hours and an engagement, then writes a decision and receipt.

   • Eligible line approved
   • Updates Service entries, Review decisions, Operation receipts

4. Milestone review Engagement Manager

   Engagement Manager approves a submitted milestone after checking the deliverable and billing amount.

   • Milestone ready for billing
   • Updates Milestones, Engagements
   ApprovalA person approves before the work moves on.

5. Milestone invoice Billing Coordinator

   Billing Coordinator checks that the approved milestone has amount and engagement; the operation records its result.

   • Milestone marked Invoiced
   • Updates Milestones, Operation receipts

6. Payment receipt Billing Coordinator

   Billing Coordinator records payment details and marks it Received after collection.

   • Payment record receipted
   • Updates Milestone payments, Operation receipts

Engagement Manager

, Consultant, Service Reviewer, Billing Coordinator.