01
Win and shape the work
Connect lead qualification, opportunity management, proposals, statements of work, rate cards, budgets and contract approvals.
INDUSTRY SYSTEMS / PROFESSIONAL SERVICES
Expertise is your product.
Execution is your edge.
Consulting, engineering, advisory and specialist service firms succeed when client commitments, people, project delivery and commercial controls stay connected. Intellixio helps turn that complexity into a clearer operating system.
Client commitmentsClear scope and ownership
Delivery visibilityProgress, risk and capacity
Commercial controlTime, cost and margin
CONNECTED PROFESSIONAL SERVICESPeople · Projects · Performance
01 / THE BUSINESS CHALLENGE
Good work can still be
hard to run as a business.
When proposals, delivery plans, resource schedules, timesheets, documents and invoices live in separate places, leaders lose the complete picture. Small gaps become scope disputes, delayed billing, overloaded teams and uncertain project margins.
The answer is not to force every specialist into one rigid tool. It is to connect the systems and processes that govern how work is won, delivered, assured and paid for.
01Commitments
Know what was promised, agreed and changed.
02Delivery
Understand progress, dependencies and capacity.
03Economics
Connect effort, cost, billing and business performance.
02 / THE DELIVERY LIFECYCLE
From first conversation
to accepted outcome.
Build the operating process around the complete engagement lifecycle, with explicit hand-offs and accountable owners.
02
Mobilise the engagement
Turn a signed agreement into a structured delivery plan with scope, milestones, resource assignments, risks and governance.
03
Deliver and assure
Coordinate tasks, timesheets, deliverables, reviews, change requests, decisions and evidence against the agreed scope.
04
Bill, learn and renew
Link approved time and expenses to billing, monitor project margin and receivables, capture lessons learned and manage renewals.
03 / CAPABILITY AREAS
Designed for the way
services firms deliver.
Support the working practices of consulting, engineering, legal, finance, design, technology and other knowledge-led service teams—with controls matched to each engagement.
01
Client and engagement management
Maintain a coherent view of relationships, commitments, scope, decisions and delivery status from opportunity through close-out.
- Client and opportunity records
- Proposal and SOW version control
- Scope, assumptions and acceptance criteria
- Change requests and decision logs
02
Project and service delivery
Give teams repeatable delivery workflows while allowing each engagement to reflect its size, risk and contractual obligations.
- WBS, milestones and dependencies
- RAID logs and action tracking
- RACI and approval workflows
- Deliverable review and sign-off
03
People, capacity and economics
Connect skills and availability with demand, timesheets, project budgets and the economics of client delivery.
- Resource and skills planning
- Capacity and utilisation reporting
- Time and expense approvals
- Project margin, WIP and forecast
04
Quality, risk and governance
Make delivery controls visible and traceable without treating a software workflow as a substitute for professional judgement.
- Quality plans and peer reviews
- Risk, issue and dependency registers
- Document control and audit trail
- Corrective actions and lessons learned
04 / ENTERPRISE TECHNOLOGY
Make the ecosystem
work as one.
Professional services firms often operate across CRM, professional services automation, project management, finance, HR, document management and collaboration platforms. Integration should protect the role of each system while reducing duplicate entry and disconnected reporting.
Access is designed around least privilege, client confidentiality, information classification, retention requirements and approved interfaces.
Client and commercial
01CRM · CPQ · Contract lifecycle
Manage relationships, opportunities, proposals, rate cards, statements of work and contractual changes.
Delivery operations
02PSA · Project portfolio · Service desk
Coordinate projects, resource assignments, time capture, delivery tasks, service requests and governance.
Enterprise foundation
03ERP · Finance · HRIS · DMS
Connect approved operational records with finance, people data, document management and business administration.
Integration and intelligence
04APIs · Events · BI · AI assistance
Exchange authorised data between systems and create useful views of delivery health, workload and performance.
Common patterns include PSA, CRM, ERP, HRIS, DMS, ITSM, APIs, event-driven integration, SSO, role-based access control and BI. Specific products, connectors and data flows must be validated for each client environment.
05 / PROCEDURES & GOVERNANCE
Make quality repeatable.
Make accountability visible.
Well-run service delivery needs more than tasks and deadlines. It needs defined review gates, records, approvals and controlled changes.
01
Engagement acceptance
Conflict and independence checks where applicable, client acceptance, scope confirmation, contract approval and mobilisation readiness.
02
Project controls
Project charter, WBS, baseline schedule, budget, RACI, RAID log, status reporting and change-control procedure.
03
Quality assurance
Peer review, deliverable acceptance criteria, version control, approval evidence, non-conformance and corrective action.
04
Resource and time control
Skills validation, capacity planning, timesheet submission, manager approval, expense evidence and utilisation definitions.
05
Information governance
Client confidentiality, data classification, least-privilege access, retention, secure sharing, backup and incident response.
06
Closure and learning
Client sign-off, handover, final billing, records retention, lessons learned and follow-up actions.
06 / BUSINESS INTELLIGENCE
See the health of delivery
and the business behind it.
Use agreed definitions and reliable source records to help leaders make decisions. These are example indicators, not live client data or claims of achieved results.
01 / MEASUREMilestone reliabilityDelivery predictability
Milestones achieved against the agreed baseline.
Illustrative visual only
02 / MEASUREProject marginCommercial health
Revenue and cost performance by engagement.
Illustrative visual only
03 / MEASUREUtilisationCapacity planning
Billable or productive time against available capacity, using a defined policy.
Illustrative visual only
04 / MEASUREWIP and receivablesFinancial control
Work completed but not billed, plus outstanding client invoices.
Illustrative visual only
07 / A PRACTICAL STARTING POINT
Start with the friction.
Design for better flow.
Whether the issue is project margin, resource visibility, disconnected reporting, document control or slow billing, we begin with your operating reality and the systems you already rely on.
Map your delivery workflow01
Discover
Map services, stakeholders, systems and constraints.
02
Design
Agree process ownership, controls and measures.
03
Connect
Implement a scoped workflow and validate it with users.
04
Improve
Review outcomes and refine the operating model.
INTELLIXIO / PROFESSIONAL SERVICES
Deliver exceptional work.
Run a clearer business.
Connect client commitments, delivery workflows, people and commercial insight with systems designed around how your firm works.