Professional Services ERP
Published process
ERP·AI
Engagement-to-Cash Operations
Manage the complete professional services lifecycle—from opportunity and staffing through time, expenses, billing, collections, and project profitability—in one operational workspace.
Operational process spine
3 authored handoffs
Turn approved client work into staffed delivery, captured time and expenses, accurate invoices, and up-to-date margin visibility.
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01
Qualify and scope the engagement
Create the client, opportunity, project scope, commercial terms, and delivery milestones before work begins.
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02
Plan capacity and assign the team
Match skills and availability to the engagement, assign resources, and confirm delivery capacity against dates and budgets.
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03
Deliver, bill, and review margin
Capture time and expenses, release client deliverables, issue invoices, record payments, and monitor project profitability.