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Professional Services Operations
Proposals, engagements, delivery, and billing run by the same few people — in four disconnected tools.
Business challenges
What this template is built to fix
Proposals and SOWs disconnected from the delivery they promise
Utilisation invisible until the month is over
Billing follows delivery late — and collections later
Operational lifecycle
Lead Proposal Engagement Delivery Invoice Collection
Recommended capabilities
What the template activates
EngageKosh proposals & SOWWorkforce capacityBilling
Deployment options
SaaS multi-tenant · dedicated for regulated practices — compare models →
Sample dashboards
- Pipeline and proposal status
- Utilisation by person and team
- Invoicing and receivables
- Engagement profitability signals
Sample workflows
How the work flows
Quote-to-cash: proposal → SOW → engagement → milestones → invoice
Capacity: pipeline → staffing → utilisation → forecast
Renewals: engagement end → review → renewal proposal
Expected outcomes
What changes for the business
Commitments and capacity in one view
Billing triggered by delivery, not memory
Cash position visible per engagement
Help define the Professional Services Operations template
Choose template → enable modules → configure → go live.