Industry · Professional services
Technology for professional services.
Consultancies, legal, accounting and engineering firms sell expertise by the hour or project. Margins depend on clear scoping, efficient delivery and accurate time and billing.
Common operational challenges
What tends to slow things down.
- 01Proposals, projects and billing kept in separate tools
- 02Knowledge from past engagements difficult to reuse
- 03Utilization and project profitability calculated after the fact
- 04Client documents shared through email attachments
Capabilities and systems
Where Omnexa would typically help.
Relevant Omnexa capabilities
Representative systems
- Client portals and secure document exchange
- Project and resource planning
- Proposal and engagement workflows
- Internal knowledge assistants
Related solution foundations
Integration and governance
Connections and controls to plan for.
Integration requirements
Practice-management and time-tracking systemsAccounting platformsDocument management systemsCRM platforms
Security and governance considerations
- Client confidentiality enforced through access controls
- Matter- or project-level permissions
- Retention and legal-hold requirements captured
- Assistants restricted to approved knowledge
Representative solution scenario
From won proposal to staffed project
- Starting situation
- A signed proposal is re-created as a project, resourced by email and set up again in the billing system.
- Proposed system
- A won opportunity creates the project, suggests available staff by skill and prepares billing milestones automatically.
- Expected categories of improvement
- + Faster project start-up
- + More consistent project records
- + Earlier insight into project margins
START A CONVERSATION
Discuss a professional services project.
Describe your current systems and where work gets stuck. We will respond with questions and an initial view on approach.