Industries · Professional Services
Improve Project Delivery, Knowledge Access, and Administrative Workflows
YESA helps professional-services organizations connect customer relationships, projects, time, billing, documents, knowledge, workflows, and reporting.
What holds professional-services firms back
- Project and financial information is disconnected
- Employees spend too long finding internal knowledge
- Documents and approvals move through email
- Proposal and reporting activities are repetitive
- Time, work, and billing information requires reconciliation
One flow of information, start to finish
- 1Client & Proposal
- 2Project
- 3Time & Work
- 4Documents & Knowledge
- 5Billing
- 6Reporting
Relevant capabilities
- CRM
- Projects
- Timesheets
- Billing
- Documents
- Knowledge Assistants
- Workflow Automation
- Reporting
Recommended first step
AI Opportunity Sprint
Prioritize knowledge, proposal, and administrative workflows where AI and automation can save time with appropriate controls.
See what's includedDemonstration scenario (illustrative, not a client result)
A consulting firm with a shared drive of past proposals and policies
Before
Staff search folders and email to find past work, timesheets are reconciled by hand before invoicing, and project profitability is reviewed after the fact.
After
Projects, timesheets, and billing are connected, and a permission-aware knowledge assistant helps staff find approved past material with source references.
Talk through your service delivery workflow.
Tell us how work moves through your business today and where it slows down.
Discuss Your Service Delivery Process