From time sheets to billing for a services firm
An illustration of how a professional services firm could connect project delivery with time capture and invoicing.
Demonstration example. This is an illustrative scenario showing how such a project could be approached. It does not describe a real client engagement, and the outcomes shown are not measured results.
Business challenge
In this example, a consulting firm records time in a spreadsheet at the end of each week, billing is assembled manually each month, and profitability is reviewed only when a project closes.
Solution delivered
Projects, tasks and timesheets in one application, connected to contracts and invoicing rules, with a management dashboard reviewed during the project rather than after it.
Outcomes
- Time is captured against the task where the work happens
- Invoices are prepared from recorded time and agreed rules
- Managers can review project performance while it can still be influenced
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