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Apergu for Professional Services

The professional services platform for clients, people and profit

A connected operating model linking client delivery, resourcing, billing and firm-wide management.

A business of capacity, not inventory

Your most valuable asset walks out of the office every day.

Unlike traditional product businesses, revenue depends on whether the right expertise is available, allocated, delivered and ultimately converted into billable value.

$DEMANDOPPORTUNITYENGAGEMENTDELIVERYBILLINGCASH01UNUSED CAPACITYUtilization ↓AvailableHoursAllocatedHours???BillableHours02MARGIN EROSIONExpected → ActualMargin03UNCAPTUREDREVENUEWork Delivered ≠Revenue Captured???04DELAYED CASHRevenue → Invoice →Collection$???05DECISION BLINDSPOTSCRM + People +Projects + Finance$

Four moments that decide the year

  1. 01

    Demand — are we generating the right opportunities?

    Growth starts with a healthy pipeline, but pipeline alone does not guarantee future revenue.

  2. 02

    Capacity — do we have the right people at the right time?

    Skills, availability and demand must move together. Otherwise organisations experience under-utilisation and capacity shortages at the same time.

  3. 03

    Delivery — are engagements performing as expected?

    A project can remain "on track" operationally while quietly losing margin.

  4. 04

    Economics — is growth translating into value?

    Revenue, margin, billing and cash tell different parts of the same story.

Where does value get lost?

The biggest challenges in professional services rarely appear as one dramatic failure.

They accumulate quietly across the lifecycle — between the moment work is sold, the moment it is staffed, the moment it is delivered, and the moment it is finally invoiced.

$CLIENT DEMANDOPPORTUNITYPEOPLEDELIVERYFINANCEPERFORMANCEPROFITABLEGROWTH

Five questions every professional services leader should be able to answer

Not at month-end billing. Not after a client disputes an invoice. When the decision needs to be made.

FocusClient deliveryResourcingBilling

Questions

  1. Once delivery cost and unbilled time are factored in, which clients are actually worth keeping?

    3 related modules

    • ERPBilling and delivery cost post to one ledger per client, so profitability includes the cost of serving them.
    • CX & CRMThe client relationship — engagements, contacts and history — sits in the CRM beside the commercial figures.
    • AI IntegrationAsk which clients are worth keeping once delivery cost is included, and get the answer with its source attached.
  2. Not at project close-out — while there is still time to course-correct.

  3. Is the team's time actually going toward billable, chargeable work?

  4. Days? Weeks? Or only when someone remembers to chase the timesheet?

  5. Or does every partner and practice keep their own version of performance?

Indicative mapping, based on what each module does. Your actual scope is confirmed in the assessment.

The connected services business

From service execution to financial control

Sustainable growth requires more than optimising individual functions. It requires visibility across the moments where commercial demand, people, delivery and financial performance intersect.

PROJECT EXECUTIONTurn client demand into value through people,projects and focused execution.01PROJECT CREATION02PROJECT SETUP / BASELINE03PROJECT KICK-OFF04PROJECT-RELATED RECORDS05TIMESHEET06EMPLOYEE / VENDOR EXPENSE07PROJECT COMPLETIONOPERATIONAL DATAINTEGRATION &GOVERNANCETurn operational activityinto trusted andconsistent financialinformation.VALIDATETRANSFORMSYNCHRONIZEAUDITProject IDEmployee / vendorServiceBilling basisApproved hoursApproved expensesIIR referenceAccounting periodSTRUCTURED & GOVERNED DATAERPSystem of record for project & financePROJECT CONTROLFINANCE CONTROL01Project / Job02Timesheet record03Project expense04Billing request05Customer invoice06Accountsreceivable07Vendor /procurement08Accounts payable09Cash & bank10General accountingPROJECT-TO-FINANCETRACEABILITYProjectTimesheetExpenseIIRInvoiceReceiptCashGLFull traceability from delivery activity tofinancial actualsPEOPLE + PROJECTS + DATA + FINANCE =A STRONGER, MORE PROFITABLE BUSINESS

Professional services package options

Stop losing billable hours. Start seeing real profitability.

Apergu connects your clients, people, projects and finances into one live system, so every hour worked turns into value you can actually see.