PSA for Software Implementation Partners

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  1. PSA for Software Implementation Partners
  2. Process
  3. Commercial review
Process · Commercial review

Commercial review

Compare delivery, billing and margin before closing an implementation. Keep the client and engagement references consistent from first entry to final review. Each handoff has a source record and a named person who can explain the next action.

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Step by step

  1. Record delivery Delivery Consultant

    Delivery Consultant records configuration work, time and expenses against the engagement. Engagement Manager checks the references behind its totals.

    • Approved service and logged time contribute to engagement measures
    • Updates Configuration deliverables, Consultant hours

  2. Invoice milestone Billing Manager

    Billing Manager follows an Approved milestone through the invoice check and keeps its billing record linked to that milestone.

    • Invoice and billing records show the commercial handoff
    • Updates Go live milestones, Milestone billings

  3. Review outcome Practice Lead

    Practice Lead compares contract, delivered, billed and cost values in the Implementation Margin Desk, then opens the engagement behind a signal.

    • Practice Lead compares contract, delivered and billed values
    • Updates Implementation engagements

  4. Complete engagement Engagement Manager

    Engagement Manager reviews open milestones and billings before changing the engagement from Active to Completed.

    • Manager changes Active engagement to Completed after review
    • Updates Implementation engagements

Who does what

Roles and permissions
Practice Lead
Reviews commercial outcomes; Engagement Manager owns engagement context; Delivery Consultant records the work; Service Reviewer follows delivery exceptions; Billing Manager handles milestone billing.

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