The situation
Scope was growing without billing, timesheets arrived late, and utilisation was known only to a partner’s intuition. Methodology was trapped in senior people’s inboxes. Every new proposal started from scratch because past engagements weren’t searchable. The firm was growing, but the management infrastructure hadn’t kept up.
What we built
CRM-to-project handover — carrying scope and budget from sale to delivery — no more lost context
Resource planning with forward utilisation — so partners see capacity before it becomes a crisis
Low-friction timesheets — mobile, timer-based, calendar pre-fill — compliance went up because friction went down
WIP and realisation reporting — real-time visibility into unbilled work and project health
Meeting capture — on client sessions, producing minutes and action items against the project record
Firm knowledge agent — over proposals and past engagements — ask a question, get an answer with the source document
Method
Industry
Professional Services
What was measured
Timesheet compliance, utilisation, realisation, WIP ageing, proposal turnaround
Governance
Ethical-wall permissions tested at UAT; knowledge agent inherits user entitlements