01
Utilization without margin
People look busy. Engagements still miss. The system cannot say which.
Industry
Professional Services
Firms bill time, retainers, and outcomes — often all three — and then discover margin in a spreadsheet after the work is done. We put project accounting, resource truth, and the commercial model into one system the partners will actually open.
Where the system usually breaks
02
Revenue that depends on a hero
Recognition rules live in one controller's head. Audit season is a reconstruction.
03
Partners who route around the tool
If the ERP slows a proposal or a timesheet, it will be abandoned by Friday.
In this industry
How we work it
Commercial models made explicit
Time and materials, fixed fee, and retainers — configured, not improvised per partner.
A weekly margin ritual
The number, the owner, and the meeting that already exists.
Adoption for people who bill
The path for a partner has to be shorter than the workaround.
Landscape
We are fluent in NetSuite, Dynamics 365 Project Operations, and SAP where the firm is large enough to need it. The point is project margin and a clean revenue number, not a platform badge.
Platform fluencyLark & Pine
Partners opened the system because the path was shorter than the workaround.
Read the caseConsultation
Talk through a professional services program.
A partner will spend forty-five minutes on it. If we are not the right firm, we will say so before anyone writes a proposal.