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Illustration of engagements, timesheets and billing from one client record.

Industry

ERP for Professional Services

Service businesses sell time. Margin depends on recording it accurately, billing it promptly, and knowing utilisation before the quarter ends.

Illustration of engagements, timesheets and billing from one client record.

What we hear

The problems that bring people here

  • Time recorded late

    Timesheets completed from memory at the end of the week.

  • Unbilled work

    Recorded time that never reaches an invoice.

  • Utilisation unknown

    Chargeable ratio calculated after the period it describes.

  • Scope creep unbilled

    Additional work delivered without a variation.

The approach

How the system handles them

  • Time against an engagement

    Booked to a client, project and task as it happens.

  • Billing from recorded time

    Invoices raised from timesheets rather than reconstructed.

  • Utilisation reported live

    Chargeable against available, by person and team.

  • Variations recorded

    Additional scope raised as a billable change.

What the day-to-day looks like

The sequences that change most when the work moves onto one system.

Engagement to invoice

  1. Engagement set up with rates and budget
  2. Time and expenses recorded against tasks
  3. Work reviewed and approved for billing
  4. Invoice raised and posted
  5. Utilisation and recovery reported

Products for this sector

Modules that typically carry the load — from the product catalog, not duplicated here.

What changes for a professional services business

  • Time recorded close to when it was spent
  • Recorded time that reaches an invoice
  • Utilisation visible during the period
  • Additional scope billed because it was recorded

See how BPS supports professional services

A working session on a process that is painful today — not a slide deck. Bring the documents you actually use.