Human Resources

Talent Suite for Professional Services

Manage billable hiring, staffing readiness, professional certifications, utilization goals and promotion assessments. Talent teams, delivery managers and professionals get dedicated workspaces to follow workforce readiness across practices and offices.

What’s inside

Built around the app’s existing pages and records.

  • Billable hiring and professional records

    Manage billable-role openings and candidates with professional, practice-area, role and office records.

  • Staffing readiness tasks

    Maintain readiness templates and tasks, then follow new hires and outstanding requirements before staffing work.

  • Utilization goals and progress

    Track firm and professional utilization goals with updates, results and at-risk goal views.

  • Promotion cycles and assessments

    Coordinate promotion cycles and assessments, with team and overdue views for manager follow-up.

  • Professional certification paths

    Maintain certification programs, enrollments and professional certification records, including personal credential-path and overdue-enrollment views.

  • Talent and delivery workspaces

    Use the talent operations center, delivery manager and professional workspaces, supported by a dashboard for hiring, readiness, certifications and utilization.

Talent Operations Center

Manage billable hiring, staffing readiness, professional certifications, utilization goals and promotion assessments. Talent teams, delivery managers and professionals get dedicated workspaces to follow workforce readiness across practices and offices.

  1. 01

    Review billable hiring and professional records

    Manage billable-role openings and candidates with professional, practice-area, role and office records.

  2. 02

    Follow the operational work

    Maintain readiness templates and tasks, then follow new hires and outstanding requirements before staffing work.

  3. 03

    Monitor progress and exceptions

    Use the talent operations center, delivery manager and professional workspaces, supported by a dashboard for hiring, readiness, certifications and utilization.

The teams that need this app.

Every role works in the same shared product.

  • Daily teams

    Run Talent Suite for Professional Services with the tables and views needed for repeated operational work.

  • Approvals and visibility

    Track exceptions, review work, and keep the team aligned from a shared workspace.

  • Ready to configure

    Connect supported settings, roles, integrations, and reports without changing the publisher-managed product.

Structured enough to grow with the team.

Start quickly without blocking the path to live operations.

  • Multi-user by default

    Use roles and workspace permissions to let different teams operate from the same app.

  • Structured records

    Data lives in typed tables with views, forms, references, and audit-friendly history.

  • Workflow-ready

    Workflows run against isolated workspace data while the publisher maintains the product logic.

  • API-accessible

    Use the app through UI workflows or API surfaces as your implementation matures.

Views, records, and workflow controls.

The public page preview uses the same structure as the published product pages.

  • Operational dashboard

    Track active work, exceptions, owners, and recent activity from the same workspace.

  • Core records

    Work from filtered, grouped, and role-aware table views instead of static spreadsheets.

  • Workflow control

    Use workflows to operate the supported process around your workspace data.

The process lives beside the data.

Activate the app, configure your workspace, and run the real business process.

  1. 01

    Activate the app

    Add the publisher-managed product to your workspace and start using it with your organization data.

  2. 02

    Review the schema

    Start with 40 tables and the included relationships, forms, and views.

  3. 03

    Configure the workflow

    Set workspace roles, permissions, and supported workflow options for the process you run.

  4. 04

    Invite the team

    Bring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.

Assistants that work inside the app.

Use AI as an operating layer over the same records your team uses.

  • Data steward

    Checks incomplete records, highlights stale work, and keeps the app ready for action.

  • Workflow runner

    Uses workflows and app data to move routine steps forward with an audit trail.

  • Reporting helper

    Turns operational data into summaries that managers can review without exporting the app.

Blank setup vs a published app.

Start from a working system instead of a blank canvas.

ConsiderationBeforePublished app
Go-liveBlank app, spreadsheet import, and manual setup.Publisher-maintained app with schema, views, forms, and defaults.
WorkflowProcess lives outside the system.Workflows can run beside the records they operate on.
IterationChanges require rebuilding the system from scratch.Configure workspace settings, roles, permissions, and supported workflow controls.
AccessShared credentials or duplicated sheets.Workspace users, roles, and app-level permissions.

Activate, configure, operate, scale.

A practical rollout path from first click to real team usage.

  1. Day 1

    Activate

    Start using the app, review the included process, and add the first workspace records.

  2. Week 1

    Configure

    Set roles, workspace options, and the first supported integration or workflow.

  3. Month 1

    Operate

    Move real work through the app and refine reports from day-to-day usage.

  4. Quarter 1

    Scale

    Invite more teams, connect APIs, and standardize the operating model.

Workspace-safe by design.

The publisher maintains the product while your workspace data stays isolated.

  • Publisher-owned product

    The publisher maintains the app and releases improvements without handing over the base product.

  • Workspace data isolation

    Your records, access settings, and activity stay isolated and tied to your workspace history.

  • Governed extension path

    Connect approved APIs, workflows, reports, and screens through product-supported extension points.

Common questions.

  • What do I get when I activate Talent Suite for Professional Services?

    The app becomes available to your workspace with its supported schema, views, forms, and workflows. It starts with no records — your organization uses the shared product with its own access and data.

  • Who owns and maintains the app?

    The publisher owns and maintains the base app. Your organization controls its workspace data, users, roles, and available settings.

Available processes

Talent Operations Center Manage billable hiring, staffing readiness, professional certifications, utilization goals and promotion assessments. Talent teams, delivery managers and professionals get dedicated workspaces to follow workforce readiness across practices and offices.