Illustrative scenario. Not a customer reference.Multi-entity professional services
From won engagement to board directive, with nothing re-keyed.
A fictional advisory group with three legal entities wants one pipeline, project billing that posts straight to the ledger, and a board that sees delivery against its own decisions.
Illustrative scenario. Not a customer reference. Meridian Partners Group is fictional and the figures are hypothetical.
The situation
- Three entities, each with its own accounting file and a separate CRM.
- Project billing assembled monthly from timesheets in spreadsheets.
- The board receives a 40-page pack of self-reported status, three weeks after period end.
How it works
- Opportunities are won in CRM and become engagements with project codes in ERP. No re-keying.
- Timesheets and milestones drive invoices per entity, with exact arithmetic and receipts.
- The board directive 'grow recurring advisory revenue' tracks progress computed from invoiced revenue, with utilisation and credit notes as guardrails.
The outcome to expect
- Designed to remove the monthly re-keying of billing from timesheets.
- Expected to give the board a directive view that is current to the previous day.
- Designed to report a revenue target as unhealthy if utilisation or credit notes breach their limits.