Engagement records
Bring engagement records into a shared workflow with accountable owners and reliable records.
CORE1ERP / SOLUTION FOCUS
Professional Services Management for Projects and Delivery
Client delivery teams need a reliable connection between time, milestones and invoices.
THE BUSINESS CHALLENGE
The cost of disconnected processes.
Client delivery teams need a reliable connection between time, milestones and invoices.
Client delivery teams need a reliable connection between time, milestones and invoices. The difficult part is keeping requests, approvals and financial consequences together as work moves between departments.
THE OPERATING PRIORITY
Turn completed work into timely billing.
Review engagement records, time and expenses and billing handoffs in the same operational context, with defined responsibility at each handoff.
CONNECTED CAPABILITIES
Deliver Professional Services: the work that needs to connect
Four areas to examine when assessing how Core1ERP could support your business priorities.
Time and expenses
Bring time and expenses into a shared workflow with accountable owners and reliable records.
Milestone approvals
Bring milestone approvals into a shared workflow with accountable owners and reliable records.
Billing handoffs
Bring billing handoffs into a shared workflow with accountable owners and reliable records.
IN PRACTICE
From engagement records to a recorded outcome
An approved milestone is ready for invoicing with supporting work records.
01Record the engagement records requirement with its owner, relevant location and supporting information.
02Connect time and expenses and milestone approvals to the appropriate review or approval.
03Use billing handoffs records to reconcile what happened and report outstanding actions.
BUILT FOR CHANGE
What your team can assess in a demonstration
Shared information
See how engagement records and related information can be accessed by authorized teams.
Practical controls
Examine the review points and approval responsibilities around time and expenses.
Connected reporting
Connect billing handoffs with management reporting and finance where applicable.
COMMON QUESTIONS
Questions about deliver professional services
How would Core1ERP fit our deliver professional services processes?
We would map your current engagement records and time and expenses processes, users, locations and approval rules before recommending a configuration. Final scope depends on the modules selected.
Can we begin with engagement records before expanding?
Yes, a phased approach can start with a defined engagement records workflow. Data migration, integrations and additional modules would be scoped separately.
What happens when milestone approvals needs another team’s approval?
Connected workflows can pass relevant records and status updates between authorized users. We would confirm the exact approval path and required modules during discovery.
LET'S DISCUSS YOUR OPERATIONS
Discuss deliver professional services with our team.
Bring your current process, reporting requirements and the bottlenecks you want to resolve.