Skip to content
InteliSense IT, Navigating Change, Delivering Value

Professional services

The project was profitable
until someone looked.

In services, the money is decided long before Finance sees it: in qualification, in the contract, in who was booked and in what changed quietly along the way. We connect pipeline, resourcing, delivery, billing and margin so the answer arrives while you can still act on it.

See the commercial flow

We report movement against your own baseline, not against a published benchmark.

Sound familiar?

Six sentences we hear in services businesses.

If two or three are true, the problem is the commercial model rather than the effort going into it.

  • The project looked profitable until someone looked properly.

    Delivery cost, subcontract spend and unbilled effort arrive after the decision was needed.

  • We won the work. Nobody checked who was going to deliver it.

    Pipeline and resource capacity live in different conversations.

  • Billing takes a week of archaeology every month.

    Time, expenses, milestones and acceptance are reconstructed rather than recorded.

  • The scope changed, but the contract did not.

    Change happens verbally, then shows up as a margin problem later.

  • WIP is a number Finance argues with.

    Delivered, billable, invoiced and recognised do not reconcile to one position.

  • Utilisation is high and cash is still tight.

    Busy is measured. Value moving to cash is not.

How the money actually moves

From pipeline to margin, without a month-end rebuild.

Each stage either commits capacity, creates cost or decides whether the work can be billed.

  1. Pipeline: Value, stage and close date with evidence behind each one.
  2. Contract: Scope, acceptance, rates and change route written down once.
  3. Handover: Delivery starts from the baseline, not from somebody's memory.
  4. Resource: Role, skill and continuity booked against real availability.
  5. Deliver: Milestones, change, risk and decisions held in one place.
  6. Record: Time, expense and subcontract cost captured as work happens.
  7. Bill: Milestone, time, fixed fee and recurring billed without reconstruction.
  8. Margin and cash: What the work took, early enough to change the outcome.

Evidence and boundaries

What we can show, and where we stop.

Before we ask you to believe anything about our approach, here is our honest position on proof.

80%

of our business comes from existing customers and referrals.

All customer stories

The best I’ve ever experienced in over 20 years of collaboration.

Programme Manager, Hill & Smith Plc

Where this usually starts

Pick the one that sounds like your quarter.

The starting point narrows the question. It does not choose the platform on its own.

Four decisions

Four points where you can stop, change route or carry on.

Delivery commitments to your own clients cannot wait for a programme to discover its first real review point.

The commercial model is decided, not assumed
Gate 1Before design

The commercial model is decided, not assumed

How you sell, resource, bill and recognise is a leadership decision before it is a configuration. This gate confirms it has been made.

Confirmed at this gate

  • Services offered and commercial models used
  • Qualification standard and contract or SOW model
  • Resource model and booking approach
  • Time and expense policy with approval routes
  • Billing model, acceptance rules and change route
  • Margin definition and the outcomes being pursued

Decision

  • Proceed to platform qualification
  • Investigate the undecided areas first
  • Transform first, where the model itself is the work

Swipe, drag or use the arrow keys to move between decisions.

Where to start

Tell us where you are, and we will tell you what the situation supports.

A few questions, carried into the conversation so nothing needs repeating. We do not select a platform from a form.

Question 1 of 4

0 of 4 answered

1. Where are you today?

This is what decides the delivery route. Everything else refines it.

Common questions

Questions services leaders ask us.

A conversation, not a pitch

Where does your commercial model lose visibility?

Qualification, contract, resourcing, delivery cost, billing or cash. Tell us where the picture goes dark and we will be straight about what would help and what would not.

Explore industries

Not sure where the problem sits? Start with an assessment

Extensions & ISVsThe distance between standard Dynamics and how your sector actually works is where most of the effort goes. These are the products we built to close it.See what we have built

Related