Bill every hour you earn, see margin in real time.
Consultancies, agencies, and firms run on utilization and project margin — yet most can't see either until the month closes. We unify pipeline, delivery, and finance on Dynamics 365 or Odoo so the quote, the timesheet, and the invoice finally describe the same engagement.
Where professional services teams lose time and margin.
These rarely appear as a single line item. They show up as write-offs, a finance team chasing timesheets, and a partner who can't tell you which engagements actually made money.
Time captured late
Hours land in a spreadsheet days after the work, so WIP is always a guess and billing slips.
Margin after the fact
Project profitability is known only at month-end — too late to course-correct the engagement.
Resourcing by memory
Who's free next week lives in a planner's head, so bench sits idle while delivery overruns.
Billing leakage
Scope changes and expenses go uncaptured. Revenue you earned never makes it onto an invoice.
Pipeline blind spots
Sales forecasts in one tool, delivery plans in another. Capacity and demand never reconcile.
Manual revenue rec
Percent-complete and milestone recognition handled in spreadsheets that auditors dread.
Two systems of record, one operating model.
We deploy the ERP that carries projects, time, and finance, and the CRM that carries pipeline and client relationships — sharing one client record and one engagement.
ERP built around the engagement.
Project operations, time and expense, and billing on one platform — wired into finance so utilization and margin are live, not retrospective.
- Resource planning with skills, availability, and demand
- Time and expense capture from any device
- Fixed-fee, T&M, and milestone billing with revenue recognition
- Project margin and WIP visible while the work is live
CRM that respects capacity.
Pipeline, proposals, and client relationships connected to delivery — so you only sell what you can staff, and forecasts reflect real bench.
- Opportunity-to-engagement handoff with no re-keying
- Capacity-aware forecasting tied to the resource plan
- Proposal and SOW management in one place
- One client record shared with the ERP
What we put to work first.
The first programs we scope for a firm — each chosen because it stops revenue from leaking before the build is even finished.
Live utilization
Billable, non-billable, and bench visible by person and team, updated as time is logged.
Real-time WIP
Unbilled work tracked against budget so overruns surface mid-engagement, not at close.
Resource planning
Match skills to demand weeks out, and see the staffing gap before it becomes a fire.
Automated billing
Generate invoices from approved time and milestones — leakage closed, days-to-invoice cut.
Revenue recognition
Percent-complete and milestone recognition the auditors accept, with no spreadsheet.
Engagement margin
Profit by client, project, and partner, so the next pitch is priced on real economics.
The right modules on each platform.
We deploy one platform end to end — never a mix. Here's the module set we configure on each for firms; the discovery call settles which fits your delivery model.
Senior-led delivery, tuned to your floor.
The same disciplined arc we run everywhere — but discovery starts with a real engagement, traced from pitch to paid. The senior consultant who scopes it is the one who builds it.
Trace one engagement end to end
We follow a live project from proposal to cash, find where time and margin leak, and leave week one with process maps and a fixed-scope brief.
Design the delivery model
Resource plan, billing rules, and revenue recognition built against your real engagements in a working tenant — not in slides.
Pilot one practice, then scale
We prove the model with one team and its real clients, then roll out practice by practice so billing never stalls.
Tune against live utilization
60-day hypercare with the consultant who built it: forecast accuracy, billing automation, and dashboards partners trust.
“Flectic replaced fragmented processes with one operating system our team actually adopted. The rollout was disciplined and the impact was visible within the first quarter.”SARAH HADLEY · MANAGING PARTNER · ADVISORY
Field notes from real rollouts.
Closing the billing-leakage gap
Where firms lose 6–12% of earned revenue, and the workflow changes that recover most of it.
From month-end to real-time margin
A 120-person consultancy moved project profitability from a lagging report to a live dashboard.
Utilization is not a vanity metric
How to wire utilization into staffing decisions instead of reviewing it after the quarter ends.
Before you commit to a professional services rollout.
Direct answers to the questions partners raise before they greenlight a rollout. If one is a dealbreaker, better to surface it on the first call.
No. We pilot with one practice and its live engagements, rehearse the cutover in a sandbox, and roll out practice by practice. Billing and delivery keep running throughout.
Yes. Fixed-fee, time-and-materials, retainer, and milestone billing coexist on the same platform, each with the right revenue recognition. The configuration follows how you actually contract.
Adoption is the whole game. We make capture take seconds — mobile, calendar-assisted, approval built in — and train alongside the build so it sticks. We don't call it done until time lands clean.
Most firms see measurable wins in 8–12 weeks — usually utilization visibility and faster invoicing first, margin clarity close behind, all verified during hypercare.
The senior consultant you meet on the discovery call. No offshore bench, no handoff to a junior team in week three. The person who maps your engagement is the person who builds the system.
Learn before you buy
Pressure-test your delivery economics in one conversation.
Bring your current state — whatever shape it's in — and we'll map the fastest path from month-end guesswork to live utilization and margin. If we're the wrong fit, we'll say so on the call.