Role
One operating picture across the firm.
Delivery health, utilization, margin, and client risk — across projects, agile sprints, and support tickets — without waiting on Friday’s export.
Executive summary
Margin
32%
Utilization
84%
DSO
19d
Where it actually helps
Portfolio status lives in five different tools.
Projects, sprints, and tickets roll up to one portfolio view — baselines, status, and boards in the same place.
Approvals stall in chat threads.
One inbox handles time, expenses, invoices, and allocations — reassign or decide without leaving it.
Nobody trusts the margin number.
Margin updates from approved time and versioned rate cards — not a spreadsheet rebuilt at month-end.
Questions
Before you ask.
Do we need to switch delivery and support over at the same time?
No. Most firms move one delivery mode first — projects or tickets — and add the other once the team is comfortable. Rate cards and invoicing work the same either way.
How fast do portfolio-wide numbers show up?
Org, rate cards, and projects are set up in minutes. Dashboards populate as soon as time and tickets start flowing — there is no separate reporting warehouse to stand up first.
Can we change approval rules without engineering help?
Yes. Approval chains and automation rules are built visually, with a simulate step before you publish a change.