Professional Services
Optimize People, Projects, and Profit
We help consulting firms, staffing agencies, and managed service providers build integrated PSA solutions that connect project delivery, resource management, time & billing, and financials.
Professional services firms live and die by utilization, margin, and client satisfaction. Exafort's professional services practice helps firms replace disconnected project tracking, time sheets, and billing systems with unified PSA solutions that provide real-time visibility into project profitability, resource availability, and client health.
Key Challenges We Solve
- Utilization tracking across complex project structures
- Revenue recognition for milestone, T&M, and fixed-fee engagements
- Resource planning and skill-based allocation
- Project profitability visibility before it's too late
- Time entry compliance and billing accuracy
What We Bring to Professional Services
Project Accounting & PSA
NetSuite SRP (Services Resource Planning) or OpenAir configurations for project costing, milestone billing, and revenue recognition.
Resource Management
Skill-based resource matching, capacity planning, and bench management to maximize billable utilization.
Time & Expense Management
Streamlined time entry, expense reporting, and approval workflows with mobile access and project-level tracking.
Client Relationship Management
Salesforce for pipeline management, SOW tracking, client health scoring, and expansion opportunity identification.
Profitability Analytics
Real-time Tableau dashboards for project margin, utilization rates, realization rates, and revenue forecasting by practice area.
Workforce Planning
Workday Adaptive Planning for headcount modeling, compensation analysis, and capacity-vs-demand scenario planning.
Platforms & Tools We Deploy
ERP
- NetSuite SRP
- OpenAir
- Project Accounting
CRM
- Salesforce
- Pipeline Management
- SOW Tracking
HCM
- Workday HCM
- Compensation
- Adaptive Planning
BI
- Tableau
- Utilization Dashboards
- Margin Analytics
AI
- Resource Matching
- Project Risk Prediction
- Demand Forecasting
How We Deliver for Professional Services
Assess
Practice Operations Audit
Analyze current project delivery, resource management, and billing processes to identify margin leakage and utilization gaps.
Design
Integrated PSA Architecture
Design a unified solution connecting CRM pipeline, resource planning, project delivery, time tracking, and financial close.
Deploy
Practice-by-Practice Rollout
Phase rollout by practice area or office to manage change effectively and incorporate lessons learned in each wave.
Optimize
Margin Improvement Cycles
Quarterly reviews focused on utilization improvement, billing realization, and project delivery efficiency.
Industry Best Practices We Follow
Margin Visibility at Engagement Level
Track actual cost vs. budget at the project and task level in real-time, not at month-end when it's too late to course-correct.
Pipeline-to-Delivery Handoff
Automate the transition from CRM opportunity to project setup with SOW data flowing directly into PSA for instant project creation.
Predictive Resource Planning
Use pipeline data and historical patterns to forecast resource demand 90 days out and proactively address skill gaps.
Example Engagement in Professional Services
Consulting Firm PSA Transformation
A consulting firm tracking projects in spreadsheets with no real-time utilization visibility and billing delays.
Our Solution
Deployed NetSuite OpenAir for PSA, integrated with Salesforce for pipeline-to-project automation, and built Tableau utilization and margin dashboards.
Common Questions
Start with Controlled Enterprise Execution
Whether you are preparing core platforms for next-generation AI agents, stabilizing ERP and CRM integrations, or designing cross-system workflows, our engineering team is ready to evaluate your environment.
Enterprise Platforms We Work With
