01
Opportunity won in CRM
The won opportunity converts into a job with scope, budget hours and rates already attached — no re-typing into a second system.
Stop billable time leaking before it reaches an invoice
Jobs, resources, timesheets and contracts in one system, so utilisation, WIP and recoverability are known weekly instead of quarterly.
Business Central Jobs with Dynamics CRM for the pipeline.
Job and task managementEnabled
Resource planning and schedulingReady
Time capture and approvalReady
Service contracts and SLAsReady
Job costing, WIP and billingEnabled
Utilisation and recovery dashboardsEnabled
Platforms we deploy here
What we hear
What we hear from services teams
The problems we hear most — and what changes once the system holds the process.
01
Timesheets arrive late
Mobile time entry against jobs and tasks, approved weekly.
02
Utilisation is a guess
Resource planning shows who is booked, who is free and against what.
03
WIP unbilled
Work in progress and unbilled revenue are reported per job, not per invoice run.
04
Contracts renew silently
Service contracts, SLAs and renewal dates are tracked with alerts.
05
Pipeline separate from delivery
A won opportunity in CRM becomes a job with a budget, not a re-typed record.
Capabilities
What we implement for services
Configured on standard platform capability wherever possible, extended only where your process genuinely differs.
Job and task management
Structured jobs with budgets, tasks and deliverables per client.
Resource planning and scheduling
Bookings by person and skill against committed work.
Time capture and approval
Time entered against tasks on mobile and approved weekly.
Service contracts and SLAs
Entitlements, response targets and renewal dates tracked with alerts.
Job costing, WIP and billing
Fixed-price, milestone and time-and-material billing from actuals.
Utilisation and recovery dashboards
Billable ratio and recoverability reported weekly.
Day in the operation
A billable week, opportunity to invoice
Where recoverability is won or lost between a won deal and the invoice run.
- Utilisation and recoverability, not quarterly
- Weekly
- WIP and unbilled revenue before the invoice run
- Per job
- Opportunity through to cash collection
- One record
02
Job and task structure
Phases, tasks and deliverables carry their own budget, so overrun shows at task level while there is still time to act.
03
Resource booking
People are booked by skill and availability against committed work, and clashes surface before the week starts.
04
Time and expense capture
Consultants enter time against tasks on mobile during the week; expenses attach receipts to the same job.
05
Weekly approval
Managers approve time and expenses in one screen. Non-billable and written-off hours are coded rather than lost.
06
WIP review
Work in progress, unbilled revenue and cost-to-complete report per job before the billing run, not after it.
07
Billing and recognition
Fixed-price, milestone, retainer and time-and-material lines invoice from approved actuals with the right revenue recognition.
08
Recoverability review
Utilisation, realisation and margin per job and per person report weekly from the same posted data.
How an engagement runs
Five stages from discovery to go-live
The same disciplined path on every services rollout we deliver.
01
Discovery
- Process walkthrough
- Stakeholder interviews
- Current system review
02
Fit-gap
- Standard versus custom
- Scope and effort
- Signed-off blueprint
03
Configure and migrate
- System configuration
- Master data and balances
- Integrations and add-ons
04
Train and test
- Key-user training
- User acceptance testing
- Cutover rehearsal
05
Go live and support
- Hypercare period
- Local helpdesk
- Enhancements and upgrades
Platforms
What we deploy in services
FAQ
Questions about services
What teams ask us before starting a services rollout.
Both, including mixed jobs where some tasks are fixed and others are charged on time.
Still have questions?
Our consultants answer within one business day — no obligation, no sales pressure.
Talk to a consultant
Related industries
Other operations we know well
GET STARTED
Ready to transform your business with technology?
Contact us today to discuss how our software solutions can help you achieve your business goals and drive digital transformation.
- 10+Years Experience
- 100+Projects Implemented
- 30+Team Members
