Engagement planning and staffing
Keep this stage visible to the teams responsible for the next decision.
Core1ERP / CLIENT DELIVERY
Professional Services Software for Client Delivery
Time, assignments, milestones and billing must stay connected if service teams are to deliver profitably.
Connected business recordsAccountable teams and approvalsVisibility across locations
The operational challenge
Make the work easier to manage — and easier to trust.
Time, assignments, milestones and billing must stay connected if service teams are to deliver profitably.
What changes with Core1ERP
See how the process connects →Bring proposals, delivery plans, billable effort and client invoicing into one operating picture.
The right information, where your team needs it.
Core capabilities
Built around the decisions your team makes.
Four connected areas of work help keep people, records and responsibilities aligned.
Timesheets and billable utilisation
Record the work and preserve context for reporting and review.
Milestone tracking and client approvals
Keep this stage visible to the teams responsible for the next decision.
Project billing and profitability
Record the work and preserve context for reporting and review.
The value of connected operations
Less chasing. Better visibility. Stronger control.
Bring proposals, delivery plans, billable effort and client invoicing into one operating picture.
One dependable operational record
Clear ownership at every handoff
Approvals aligned with business policy
Reporting based on connected activity
A practical workflow, not a disconnected feature list.
A day-to-day scenario
See how the work moves from one team to the next.
A new engagement is scoped, assigned to a team and monitored against its billable effort and agreed milestones.
- Capture the request or business activity in the relevant record.
- Assign the responsible team and apply the required controls.
- Complete the next action and make the result available for reporting.
Questions worth asking
Planning professional services for your organisation?
Can this work with our existing company structure?
Core1ERP is designed for different operating models, including multiple teams, branches and companies. Specific configuration and availability can be reviewed during a demonstration.
Can we introduce capabilities in stages?
Implementation can be planned around your priority workflows and operational readiness. The appropriate module scope should be confirmed for your deployment.
How does this connect with finance and other departments?
Core1ERP is designed around connected business records and shared workflows. The exact integrations and process handoffs depend on your selected modules and configuration.
A demonstration built around your operations
Show us where the work gets difficult.
We'll focus on the records, teams and decisions that matter to your business.