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Industry

Software for firms that sell time and expertise

In a professional firm, utilisation and realisation are the business. Most off-the-shelf tools measure one and ignore the other.

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النتائج

Utilisation visible weekly, not quarterly
Billing cycles shortened
Scope creep caught while it is small
Clients seeing progress without a meeting

Industry

حالات الاستخدام

Engagement management

Scope, budget, burn and change control.

Time and billing

Capture, approval, invoicing and revenue recognition.

Resourcing

Skills, availability and forecast demand.

Client portal

Deliverables, approvals and status.

ما نقدّمه

Engagement and budget tracking
Timesheet capture and approval
Rate cards and billing rules
Resource planning
Client-facing reporting

المشكلات التي تحلّها

Utilisation is only known after month end

Time, scheduling and delivery in one system make utilisation and margin visible while there is still time to act.

Project margin discovered too late

Budget versus actual per project and phase, updated continuously rather than at invoicing.

Invoicing takes days

Approved time and expenses generate draft invoices automatically with client-specific rules.

البنية والتكاملات

Approval workflow with immutable history on time and expenses.
Accounting integration for invoices and revenue postings.
Role-based visibility of rates and margin.
Calendar integration for resourcing where teams already live in Outlook or Google.

كيف نُنفّذ

01
Delivery model
Projects, phases, rates, roles and approval rules mapped before build.
02
Time and resourcing
Fast time entry and forward resource planning, because adoption depends on both.
03
Commercials
Budgets, change orders, invoicing rules and revenue recognition.
04
Reporting
Utilisation, pipeline coverage and project margin from live data.

جدول زمني واقعي

Weeks 1–2

Delivery and commercial model.

Weeks 3–9

Time, projects and invoicing in daily use.

Weeks 10–14

Resourcing, reporting and accounting integration.

ما الذي يحدّد التكلفة

Rate and contract models

Fixed price, time and materials, retainers and capped budgets each carry their own logic.

Invoicing rules

Client-specific formats, purchase order handling and multi-entity billing add scope.

Resource planning depth

Skills-based and multi-office planning is substantially more than a shared calendar.

أين تفشل المشاريع

Time entry not adopted

Entry is designed for under a minute a day, on mobile, or the data will not exist.

Margin figures disputed

Every figure drills down to the underlying approved entries.

FAQ

أسئلة متكررة

Can it integrate with our accounting?+

Yes, invoices and revenue postings flow to the ledger automatically.

Can we keep our existing timesheets?+

If they work, yes — we integrate rather than force a change.

صفحات ذات صلة

أتمتة العمليات والإجراءات

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