Technology & Professional Services
Bill the hours you actually worked
Professional services firms leak margin between the timesheet, the project plan and the invoice. Project Operations puts resourcing, time, cost and billing on one record — so utilisation becomes a fact rather than an estimate.
The toolkit
What a services firm actually runs on
What gets in the way
Key challenges
01
Utilisation known a month after the month it describes
02
Timesheets chased rather than captured
03
Resource plans in one tool and budgets in another
04
Scope changes agreed in email and billed from memory
05
Project profitability visible only once the project closes
What we deploy
XEETEK solutions
The Microsoft and XEE components we put in place for this sector, and the order we usually put them in.
- Dynamics 365 Project Operations for resourcing, time, cost and billing
- XEE HRMS for skills, capacity, leave and performance
- Power Platform for the approvals and forms the ERP does not cover
- Microsoft 365 for client-facing collaboration with proper permissions
- Power BI for utilisation, realisation and margin by project
Keep exploring
More in Industries
We have probably seen your version of this.
A first call with a consultant who already knows the sector — so you spend it on your business, not on explaining the basics.