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CASE STUDY
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Industries/Professional Services
Professional Services

From proposal to project to invoice, in one workflow

Run the whole engagement lifecycle in one connected system so pipeline, delivery and billing finally share the same numbers.

Professional Services operations

The challenges we solve in professional services

Where the work usually breaks down, and what it looks like once it is fixed.

Challenge

Sales promises and delivery reality tracked in separate tools.

A connected flow where won deals become projects with no re-entry.

Challenge

Utilization and project margin only clear after the fact.

Live views of time, budget and margin while work is in flight.

Challenge

Invoicing chased manually from scattered timesheets.

Billing generated straight from approved time and milestones.

How Encloud delivers for professional services

1
Join sales to delivery

Won opportunities convert into projects with scope, team and budget intact.

2
Track the work

Time, tasks and milestones in one place, visible to delivery and finance alike.

3
Bill from the truth

Invoices built from approved time and milestones, not rebuilt in a spreadsheet.

4
Steer with data

Utilization, pipeline and margin dashboards that guide the next hire and the next deal.

One flow
proposal to project to invoice
Live margin
visibility while projects run
Faster
billing from approved time

Representative of comparable engagements. Actual results depend on scope and starting point.

Where this gets built

The capabilities we bring to a professional services engagement.

Ready to tailor Encloud to professional services?

One call to map the quick wins for your operation. No obligation, usually same day.

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