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- Financial Advisory PSA
- Process
- Engagement to delivery
Engagement to delivery
Move a scoped client engagement into advisor delivery. Each handoff should preserve the client or engagement link, current status and accountable owner. The receiving person checks the source before moving the work forward.
Step by step
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Set engagement Engagement Manager
Engagement Manager links the client and owning organization, records contract value, budget and dates, then confirms when the engagement becomes active.
- Link client and practice; establish the commercial baseline.
- Updates Clients, Engagements, Organizations
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Assign advisor Engagement Manager
Engagement Manager checks advisor practice, rates, capacity and current work before naming the manager and delivery owners.
- Check rates and capacity against the engagement plan.
- Updates Advisors, Organizations, Engagements
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Record delivery Advisor
Advisor records time, expenses and submitted service lines against the active engagement.
- Preserve the engagement link on each delivery record.
- Updates Time entries, Expenses, Service entries
Who does what
Roles and permissions- Engagement Manager
- , Advisor handle this process.
- Keep decision authority separate from data entry where a review is required.
Set up Financial Advisory PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.