Engagement setup

Step by step

1. Qualify client Partner

   Partner confirms the client name, contact, billing terms and owning practice before making the account active.

   • Client relationship and partner ownership are visible.
   • Updates Clients, Organizations, Team members

2. Scope engagement Engagement Manager

   Engagement Manager links the client, enters contract value, budget hours, dates, type and owning organization, then moves the engagement from Proposed to Active.

   • Commercial value, budget and dates belong to a specific client assignment.
   • Updates Engagements, Clients

3. Assign manager Partner

   Partner confirms the named manager and checks that the team member belongs to the intended practice.

   • A named person owns delivery follow-up.
   • Updates Engagements, Team members

4. Record delivery Consultant

   Consultant begins recording time and service lines against the active engagement.

   • Work starts accumulating on the intended engagement.
   • Updates Time entries, Service entries, Engagements

Partner

Owns the relationship; Engagement Manager owns the baseline; Consultant records delivery; Finance Manager reads commercial terms.