Industries · Professional Services

Services firms run on connected capabilities. Most run on disconnected tools.

Win the work, staff it, deliver it, bill it — one engagement lifecycle, scattered across a CRM, a PSA, project trackers, timesheets, and a finance system that only agree at month-end. The firms that grow margin will be the ones whose data, teams, and technology finally connect.

The Problem

You sell expertise by the hour — and can't see where the hours go.

Utilization lives in a spreadsheet that's a week stale by the time partners see it.

Salesforce says the deal closed. The PSA finds out when someone forwards the SOW.

Every practice runs its own tracker — Jira here, Asana there, Excel everywhere.

Revenue leaks between delivery and billing: unbilled hours, missed change orders, stale rates.

Pipeline and staffing capacity live in different systems, so hiring is always a guess.

The firm's knowledge — proposals, deliverables, lessons — is trapped in inboxes and file shares.

Sound familiar?

Typical Architecture

From tool sprawl to a connected firm.

The target isn't another platform — it's a governed foundation underneath the systems your practices already use.

Win Work

CRM (Salesforce, HubSpot) · proposals · pipeline

Deliver

PSA (Kantata, OpenAir) · project tools · resourcing

Bill & Collect

Time & expense · invoicing · rate management

Run the Firm

Finance (NetSuite, Intacct) · HR · knowledge

Integration Layer

Governed APIs from opportunity → project → invoice — replacing exports and re-keying

Governed Data Platform

One engagement record · live utilization and margin · the foundation for AI in staffing, pricing, and knowledge reuse

Every layer maps to a business capability — not a product. That's what makes the architecture survive your next tool change. Assess your application portfolio →

How We Help

Four ways services firms engage Splendor.

EA

Enterprise Architecture & Advisory

Map the engagement lifecycle as business capabilities, rationalize duplicated tools across practices, and give partners a technology roadmap tied to margin and growth.

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Application Modernization

Connect CRM, PSA, and finance with governed APIs and purpose-built applications — so hours, rates, and change orders flow without re-keying or leakage.

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Cloud Modernization & Operations

Consolidate aging servers and shadow SaaS into a secure, cost-visible cloud foundation — sized for a firm that bills for its time.

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AI

AI & Intelligent Automation

Staffing recommendations, proposal drafting, and knowledge retrieval — deployed on governed firm data, where AI pays back in billable hours recovered.

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Outcomes

What connected capabilities deliver for the firm.

  • One source of truth
  • Executive visibility
  • Reduced operating costs
  • Better decisions
  • AI readiness
  • Improved customer experience
  • Faster delivery
  • Operational efficiency

Ready to move?

Schedule a Strategy Session.

Tell us where your firm is stuck — utilization you can't see, revenue leaking between systems, AI ambitions without connected data. We'll bring an enterprise architect, not a sales deck.

Schedule a Strategy Session