Client engagements
Bring client engagements into a shared workflow with accountable owners and reliable records.
CORE1ERP / INDUSTRY FOCUS
Professional Services ERP Software for Projects and Billing
Track what was promised, what the team delivered and what can be invoiced without chasing timesheets.
For organizations assessing professional services erp software for projects and billing, the practical starting point is how client engagements, staff assignments and time and expenses interact in daily work. This overview outlines the handoffs to review, the records teams need and the questions to raise before choosing a configuration.
THE BUSINESS CHALLENGE
How Client engagements, staff assignments and time and expenses connect
Track what was promised, what the team delivered and what can be invoiced without chasing timesheets.
In professional services, the challenge is rarely a lack of activity. It is knowing which decisions are pending, which commitments have been made and what they mean for the next team.
THE OPERATING PRIORITY
Protect the margin on every client engagement.
Review client engagements, staff assignments and milestone billing in the same operational context, with defined responsibility at each handoff.
OPERATIONAL PRIORITIES
Professional Services: the work that needs to connect
Four areas to examine when assessing how Core1ERP could support your operations.
Staff assignments
Bring staff assignments into a shared workflow with accountable owners and reliable records.
Time and expenses
Bring time and expenses into a shared workflow with accountable owners and reliable records.
Milestone billing
Bring milestone billing into a shared workflow with accountable owners and reliable records.
IN PRACTICE
From client engagements to a recorded outcome
A consultant completes an approved milestone and finance prepares the corresponding client invoice.
01Record the client engagements requirement with its owner, relevant location and supporting information.
02Connect staff assignments and time and expenses to the appropriate review or approval.
03Use milestone billing records to reconcile what happened and report outstanding actions.
BUILT FOR CHANGE
Evaluate client engagements, controls and reporting in a demonstration
Shared information
See how client engagements and related information can be accessed by authorized teams.
Practical controls
Examine the review points and approval responsibilities around staff assignments.
Connected reporting
Connect milestone billing with management reporting and finance where applicable.
COMMON QUESTIONS
Questions about professional services
How would Core1ERP fit our professional services processes?
We would map your current client engagements and staff assignments processes, users, locations and approval rules before recommending a configuration. Final scope depends on the modules selected.
Can we begin with client engagements before expanding?
Yes, a phased approach can start with a defined client engagements workflow. Data migration, integrations and additional modules would be scoped separately.
What happens when time and expenses 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 professional services with our team.
Bring your current process, reporting requirements and the bottlenecks you want to resolve.