Department

Professional Services

Outsourced expertise

ConsultantsAgenciesFreelancersContractsReviews

Live data — this department shows only your records for the active business. Metrics appear here as you add them.

Pipeline

Engagement Pipeline

Demo

Aster Analytics — Q3 rollout
Data migration · M. Chen
In Progress$186K
Northwind — expansion
AI Add-on pilot · PM
Kickoff$74K
Halberd Legal — implementation
SSO cutover · R. Mehta
At Risk$52K
Brightline — retention plan
QBR + renewal · S. Okafor
On Track$38K

Open Engagements

Utilization

Billable Utilization by Person

Demo

M. Chen (Sr. PM)PM · target 80%
92%
R. Mehta (Solutions)SA · target 75%
78%
S. Okafor (Delivery)CSM · target 75%
68%
J. Patel (Design)Design · target 70%
58%
L. Ortiz (Engineering)Eng · target 80%
84%

Open Utilization Report

Spend

Vendor Spend (last 6 months)

Demo

Wire a PS spend service (Rippling, QuickBooks, or first-party) to activate live spend signals.

Open Vendors

Vendors

Vendor Register

Demo

Halberd Legal
Fractional GC · $4K/mo
Active
TradeShow Co
Event ops · $12K/qtr
Active
Aster Analytics
Data · $8K/mo
In review
Northwind Creative
Brand · $6K/mo
Active

Open Partners

Contracts

SOW & Contracts Status

Demo

Aster MSA + SOW #4
Halberd Legal · due —
Signed
Northwind SOW #1
Internal · due Jul 24
In Review
Brightline renewal SOW
Internal · due Aug 09
Draft
Vendor risk exception
Aster Legal · due Overdue
Blocked

Open SOWs

AI Professional Services Insights

No vendors logged yet — this view is running on safe demo data. Add a partner to activate the Vendor Register.

What's going well

2 engagements are on track — delivery cadence is holding
Utilization targets are defined per role — over/under signal is unambiguous
Spend has trended down for 2 months — cost discipline is working

What needs attention

2 roles are under billable target — rebalance or re-scope this week
1 role is over-utilized (>10pt) — burnout risk, add capacity
1 SOW is blocked — unblock legal or vendor today

What to do next

Run a save meeting on the at-risk engagement this week — protect margin + reference
Reassign or backfill scope for the lowest-utilized role before end of week
Add your top 5 vendors to the Partners CRUD so this dashboard reflects reality

Open Partners

Active engagements

Monthly spend

$36.2K

-$4K

Project spend

$60K

this quarter

Avg rating

4.2 / 5

+0.1

Next Best Action

What to do next, in order.

Replace BlueShift Talent — rating 3

High

Underperforming on Head of Eng search; risk to Q4 plan.

Impact: Hire on time · People · Jun 01

Sign Snowflake co-sell agreement

High

$200K co-sell pipeline contingent on partnership tier.

Impact: $200K opportunity · Founder · May 30

Pilot Pilot Bookkeeping engagement

Medium

Outsource bookkeeping to free CFO + founder time.

Impact: +5h/wk · CFO · May 28

Recommendations are decision-support suggestions based on available data. They do not guarantee results.

Partners

Outsourced capability

No partners yet

You're in Demo Mode. Add records manually, import a spreadsheet, or switch to demo data to explore the UI.

Import spreadsheet

Referral Partners is hidden for this business. Re-enable it in Customize Business.

Customize

Strategic

Strategic alliances

Partner	Business	Purpose	Value	Status	Next action
Snowflake	Apex Consulting Studio	Data integration	$200K co-sell	In Progress	Joint webinar Jun 18
HubSpot	Skyline Events Co.	Marketplace listing	Pipeline source	Planned	Submit app for review

Pipeline

Outsourcing pipeline

Function	Business	Reason	Budget	Candidate	Priority	Status
Bookkeeping	Skyline Events Co.	Free founder time	$3K/mo	Pilot Bookkeeping	High	In Progress
Video editing	Empire Academy	Content velocity	$2K/mo	TBD	Medium	Idea

Money

Commission agreements

Partner	Business	Terms	Payment	Agreement
Atlas Ventures	Empire Academy	10% Y1	Quarterly	Open
Ops Collective	Apex Consulting Studio	15% Y1, 5% Y2	Monthly	Open