Engagement Margin Tracking
Time, expense, and billing data joined at the engagement level shows budget burn and projected margin each week, so managers can adjust staffing or scope before it is too late.
Industries
Professional Services Analytics
See Margin, Utilization, and Pipeline in One Place
Consulting, accounting, legal, and engineering firms use our data and software work to run projects and people more profitably. We connect time, billing, CRM, and HR data into analytics and custom tools that partners and practice leaders use weekly.
What We Deliver
Where We Make the Difference
Most firms find out a project lost money after it closes. Time, expense, billing, and pipeline data sit in separate systems, and month-end reports arrive too late to change anything. We bring those sources together so leaders can act while an engagement is still in flight.
Capacity and Skills Matching
A shared view of skills, availability, and bookings helps resource managers staff engagements with the right people and see bench time and overallocation across practices.
Billing and Revenue Clarity
Revenue analytics across time and materials, fixed fee, milestone, and retainer arrangements, with clear lineage that supports finance teams applying ASC 606 and IFRS 15.
Pipeline and Win Analysis
CRM data from Salesforce, HubSpot, or Dynamics 365 connected to delivery outcomes shows which clients, services, and proposal types win and which ones actually make money.
Our Approach
How We Deliver Professional Services
Step 1: Trace How Work Becomes Revenue
We follow an engagement from proposal to final invoice, documenting systems, manual handoffs, and the reporting gaps that hide margin problems from leadership.
Step 2: Define Firm Metrics Once
Utilization, realization, margin, and backlog get one agreed definition per service line, so partners and finance stop debating whose number is right.
Step 3: Connect Systems and Build Tools
We integrate PSA, time entry, accounting, CRM, and HR data, and build custom applications where off-the-shelf tools leave gaps in your workflow.
Step 4: Put Numbers in the Weekly Rhythm
Practice and firm dashboards are designed around the meetings where decisions happen, with training so managers use them to act, not just to report.
We already have a PSA tool. Why do we need more?
PSA tools handle time and projects well, but rarely combine that data with CRM pipeline, HR skills, and finance. We connect those sources so leaders see the whole picture without exporting spreadsheets.
How do you handle different billing models across practices?
We model time and materials, fixed fee, milestone, and retainer engagements explicitly, so margin and revenue are calculated correctly for each. Results still roll up cleanly to practice and firm level.
Will partners actually use the dashboards?
Adoption depends on fit with how the firm already runs. We design around your existing meetings and review cycles and involve practice leaders in the design from the start.
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