Professional Services.Delivered with Clarity.
Connect pipeline, projects, resources, timesheets, approvals, billing, and client reporting in one visible delivery flow from first brief to final handover.
From first brief to final invoice.
Every engagement moves through a consistent path with clear ownership, status, evidence, approvals, and commercial data kept together.
Qualify
Needs, early estimates, opportunity status, and next action.
Scope
Deliverables, effort, rates, timeline, and acceptance criteria.
Plan
Resources, capacity, milestones, dependencies, and baseline.
Deliver
Tasks, timesheets, expenses, issues, and completion evidence.
Approve
Client review, sign-off, change requests, and handover.
Bill
Milestone invoices, retainers, T&M, expenses, and collection.
One operating view for every client engagement.
Delivery teams see today’s priorities. Project managers see scope, milestones, and risk. Leaders see capacity, revenue, and margin.
Protect margin without slowing delivery.
Connect estimates, actual effort, billable time, scope changes, expenses, and invoices so commercial risk appears before it becomes a surprise.
Client collaboration without scattered conversations.
Centralise documents, decisions, approvals, change requests, meeting actions, and deliverable status in a client-friendly portal.
- Client-friendly project status
- Recorded approvals and sign-offs
- One place for documents and decisions
- Change requests with time and cost impact
A system shaped around professional work.
CRM & Opportunity
Leads, opportunities, activities, proposals, forecasts, and project handover.
↗Project Delivery
Scope, WBS, tasks, milestones, issues, dependencies, and evidence.
↗Resource Planning
Skills, availability, allocation, workload, leave, and capacity forecasts.
↗Time & Expense
Timesheets, overtime, billable rules, expense claims, and approvals.
↗Commercial Control
Rate cards, budgets, retainers, T&M, fixed fees, change orders, and margin.
↗Client Experience
Portals, documents, approvals, status updates, meeting actions, and feedback.
↗Flexible across professional service models.
Use one operating foundation, then adapt workflows, terminology, billing, approvals, and reporting to each service model.
Consulting & Advisory
Discovery, workshops, assessments, recommendations, retainers, and executive reporting.
Software & Digital Agencies
Sprints, backlogs, design reviews, UAT, change requests, support, and billing.
Engineering Services
Drawings, site activities, technical approvals, resources, expenses, and progress claims.
Accounting & Business Services
Recurring tasks, document requests, reviews, deadlines, billing, and client portals.
Training & Certification
Schedules, trainers, participants, materials, attendance, assessments, and certificates.
Managed Services
SLAs, tickets, recurring work, utilisation, service reports, retainers, and renewals.
Stabilise delivery first. Automate next.
Map
Map the sales-to-delivery-to-cash flow and every team handoff.
Standardise
Define project templates, statuses, approvals, rates, and required data.
Connect
Connect CRM, projects, timesheets, billing, accounting, and portals.
Improve
Use capacity, margin, SLA, and client feedback data to improve delivery.
Questions before building a professional services system.
Focus on the processes that genuinely connect delivery, client experience, and profitability.
01What is Professional Services Automation software?
Professional Services Automation, or PSA, connects sales, project delivery, resource planning, timesheets, expenses, billing, and reporting so project-based businesses can manage delivery and profitability in one system.
02Can the system support fixed fee, T&M, and retainer contracts?
Yes. Billing can be configured by project or contract, including fixed fee, time and materials, retainers, milestones, recurring invoices, reimbursable expenses, and hybrid methods.
03Can it connect with an existing accounting system or ERP?
Yes. Customer, project, invoice, payment, cost, and journal data can be integrated through APIs, databases, file exchange, or middleware depending on the existing system.
04Can clients view project status without internal access?
Yes. A client portal can expose selected deliverables, milestones, documents, approvals, issues, change requests, invoices, and updates without revealing internal team data.
Turn service delivery into a predictable operation.
Map your pipeline, projects, resources, timesheets, and billing to identify the first improvement point with the greatest impact.
Ready to solve your Digital Transformation challenges?
Discuss operational priorities, current systems, integrations, and desired outcomes with a TEKADA consultant.