+1 415-825-2240
Customer Self-Service
Deliver professional services on one connected platform
Faster deal-to-delivery. Clearer project profitability. Less administrative drag.
Selling expertise and time depends on visibility most firms don't have. de facto infotech pairs professional services expertise with Microsoft's business, data, and AI platform to unify deals, projects, resourcing, billing, and client data.
How does de facto infotech help professional services firms modernize operations?
de facto infotech helps consulting, IT services, and other professional services organizations unify deals, project delivery, resource planning, and billing on one platform — replacing spreadsheets with real-time visibility into utilization and profitability.
The pressures on project-based firms
Professional services firms sell expertise and time, but most still lack real-time visibility into utilization, delivery, and profitability. See the key challenges shaping professional services below.
Limited project visibility
Project managers often lack real-time insight into budgets, milestones, and profitability.
Inconsistent resource utilization
Without centralized planning, consultants can be underutilized or overbooked.
Manual time & expense tracking
Spreadsheet-based timesheets create delays, errors, and billing inefficiencies.
Disconnected sales and delivery data
Client and opportunity information often lives apart from the project and finance systems that deliver the work.
Billing complexity
Managing fixed-price, milestone, retainer, and time-and-material billing requires tightly integrated systems.
Disconnected deal-to-delivery handoff
Quotes and proposals often live apart from project execution, creating rework and slow project starts.
Our capabilities
Connect deals, projects, resourcing, billing, and client data to give professional services firms one accurate view from first contact to final invoice. Explore the capabilities supporting professional services firms below.
Project & engagement profitability tracking
Connect time, billing, and delivery data so profitability is visible in real time.
- Time & billing integration
- Real-time margin tracking
Resource planning & utilization
See who's available, who's overbooked, and where skills are misaligned with demand.
- Skills & capacity planning
- Utilization reporting
Time, expense & billing management
Digitize timesheets, expenses, and multiple billing models into one workflow.
- Digital timesheets & approvals
- Time-and-materials, fixed-price & retainer billing
Client & opportunity management
Track every client interaction and open opportunity in one place, from first contact to signed engagement.
- Centralized client & contact records
- Opportunity & pipeline tracking
- Cross-team visibility into active deals
Deal-to-project pipeline
Turn a won quote directly into a scoped, resourced project without re-entering data.
- Fixed-price, time & materials & retainer quoting
- Deal-to-project conversion
- Sales-to-delivery pipeline visibility
Firm-wide margin & financial reporting
See engagement margins roll up into one firm-wide view, with forecasts leadership can act on before quarter-end.
- Executive financial dashboards
- Project-level profitability reporting
- Forward-looking revenue forecasting
Where AI supports higher-value client work
AI can help draft client documents faster, automate time and expense capture, and surface utilization and margin trends early. See practical AI opportunities for professional services firms below.
Draft proposals and client documents faster
AI helps draft statements of work, proposals, and client communications.
Automate time and expense capture
AI captures billable time and expenses as work happens, flagging exceptions before they reach approval.
Surface utilization and margin trends early
AI flags utilization gaps and margin trends as they emerge, not after the month closes.
Proven in professional services
The organization lacked a consistent performance evaluation system, resulting in goal misalignment and manual, delayed review processes.
A structured performance management framework with automated scoring gave leadership real-time visibility into workforce performance.
Frequently asked questions
Book a professional services strategy workshop
A discovery conversation about your projects, resourcing and billing models. From there we scope an assessment and, if it's a fit, a phased roadmap.
- ✓ Review how project profitability is tracked today
- ✓ Identify where timesheets and billing lose time and margin
- ✓ Understand what live utilization visibility would change
- ✓ Guidance from Microsoft-certified consultants
- ✓ 30-minute discovery call — free, no obligation
