Lead to proposal
Opportunity scope and revision are disconnected
Professional Services
Run Professional Services operations from first action to collection in one connected system.
Connect proposal, contract, project, time, billing, and profitability. We configure the system around the real workflow and agreed project scope.
We understand how your sector operates
The Professional Services cycle moves through lead, then discovery and scope, then proposal, then contract, then project and tasks, then time and expenses, then invoice, then collection. The requirement is not simply to record the result, but to connect ownership, data, and exceptions between stages.
Operational challenges we recognise
Contracts
Value term renewal and change are scattered
Projects and tasks
Actual work drifts from scope
Team time
Billable and non-billable time are unclear
Expenses
Cost does not return to project
Billing
Completed work does not become an invoice promptly
Profitability
Revenue time and expense never meet
How ZEDIQ helps
Detached proposal
CRM revision and approval
Changing scope
Request and contract-value history
Unmeasured time
Timesheets by project task and billability
Late invoice
Milestone time or deliverable billing
Lost expense
Allocation and approval
Unknown profitability
Revenue labour expense and utilisation dashboards
Operating workflow
Lead
Discovery and scope
Proposal
Contract
Project and tasks
Time and expenses
Invoice
Collection
Relevant business solutions
ERP for Business Management
Run sales, inventory, purchasing, and billing from one connected system.
Explore solution ↗CRM & Sales Management
Keep opportunities and sales follow-up out of personal files and inboxes.
Explore solution ↗Inventory & Warehouse Management
Know what is available, reserved, and ready to reorder.
Explore solution ↗Workflow Automation & Approvals
Turn recurring requests and approvals into a clear, trackable flow.
Explore solution ↗Custom Business Systems & Integrations
Build what your business needs and connect the systems you already use.
Explore solution ↗ZEDIQ services for this sector
Process Assessment & Readiness
Understand what actually happens before selecting a system or change.
Explore service ↗Solution Design & Roadmap
Turn diagnosis into scope, data model, integrations, and a phased roadmap.
Explore service ↗Business Systems Implementation
Configure systems, access, workflows, and reporting around the agreed scope.
Explore service ↗Business Application Development
Build what standard systems do not cover when there is a clear operating need.
Explore service ↗System Integration & APIs
Connect systems with explicit rules for data, status, and errors.
Explore service ↗Reporting & Business Intelligence
Turn data into trusted definitions, indicators, and decision-ready dashboards.
Explore service ↗Fractional Systems Management
Gain ongoing system ownership without building a complete internal systems team.
Explore service ↗What the platform can manage
Opportunities
Proposals
Contracts
Projects
Tasks
Timesheets
Expenses
Billing
Management dashboards and reporting
Pipeline
Team utilisation
Billable time
Late projects
Project profitability
Relevant integrations
Email and calendar when integrated
Accounting
Document and e-signature only within scope
Payments
Customer portal
APIs
How we implement
Discover current operations
Map processes and data
Configure system and access
Build agreed integrations
Migrate data
Test real scenarios
Train the team
Go live
Improve continuously
Experience since 2019
Experience building and operating business systems since 2019, starting with process understanding, clear solution boundaries, and real user testing.
Related insights
Which Workflow Should You Automate First?
A practical way to select a high-impact, feasible automation starting point.
Read insight ↗
Data Readiness Before Migrating to a New System
How to decide what deserves migration, clean it, and test it without importing legacy disorder.
Read insight ↗
How Should E-Invoicing Connect to the Sales Cycle?
E-invoicing is not a separate screen; it is the result of controlled sales, customer, item, and tax data.
Read insight ↗Frequently asked questions
Can the system manage Opportunities?
Yes. We define the required data, access, and workflow and deliver it within the agreed project scope.
Can Proposals connect to the rest of operations?
The stages can share data and status without repeated entry after dependencies and exceptions are mapped.
Can it integrate with Email and calendar when integrated?
We first review available interfaces, data quality, and exception ownership, then define a feasible integration.
Can existing data be migrated?
Yes. We identify essential data, clean a sample, and test migration before launch rather than moving old files without review.
How does a Professional Services implementation start?
It starts with discovery and current-process mapping, then a clear first phase followed by configuration, testing, training, and launch.
Have your Professional Services operations outgrown the system running them?
Book a discovery session to review the current cycle and identify where operations, data, and automation can connect without promises beyond project scope.
Book a Discovery Session