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.
Explore architecture services →Industries · Professional Services
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
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
The target isn't another platform — it's a governed foundation underneath the systems your practices already use.
CRM (Salesforce, HubSpot) · proposals · pipeline
PSA (Kantata, OpenAir) · project tools · resourcing
Time & expense · invoicing · rate management
Finance (NetSuite, Intacct) · HR · knowledge
Governed APIs from opportunity → project → invoice — replacing exports and re-keying
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
Map the engagement lifecycle as business capabilities, rationalize duplicated tools across practices, and give partners a technology roadmap tied to margin and growth.
Explore architecture services →Connect CRM, PSA, and finance with governed APIs and purpose-built applications — so hours, rates, and change orders flow without re-keying or leakage.
Explore modernization services →Consolidate aging servers and shadow SaaS into a secure, cost-visible cloud foundation — sized for a firm that bills for its time.
Explore cloud services →Staffing recommendations, proposal drafting, and knowledge retrieval — deployed on governed firm data, where AI pays back in billable hours recovered.
Explore AI services →Outcomes
Ready to move?
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.