Professional Services

Connect the Promise to the Work Delivered

A proposal creates expectations about scope, timing, and deliverables. Those expectations need to carry into project planning, delivery records, change decisions, and billing.

InnovanSIS helps professional services teams define the information and responsibilities that keep an engagement understandable from the first conversation through financial follow-through.

Start Your Assessment Discuss Your Service Operation

Common Handoffs

  • Opportunity to engagement.
  • Proposal to project scope.
  • Scope change to approval.
  • Delivery activity to billing evidence.
  • Completion to follow-up and renewal.

First scope

A Practical First Scope

Select one engagement type. We map the current workflow, identify the records that matter, and agree on acceptance scenarios. The resulting scope may include CRM, sales, project, timesheet, invoicing, document, or integration work according to the actual environment.

Your team remains responsible for business rules and approval decisions. InnovanSIS translates those decisions into a solution that can be tested and adopted.

1

Select

One engagement type

2

Map

The current workflow and the records that matter

3

Agree

Acceptance scenarios

4

Translate

Your decisions into a solution that can be tested and adopted

From Odoo’s channel

Three videos from businesses that sell their time

A law-firm demo from Odoo, and two customer stories: a small video agency and an IT-consulting broker. None is an InnovanSIS project.

Odoo demo · 6:36

A law firm, from the first email to the invoice

Shared calendars and deadlines, a client email that turns into a CRM opportunity, cases followed as projects, and invoices built from logged time.

Video from Odoo's official YouTube channel. It shows Odoo software and was produced by Odoo, not by InnovanSIS. InnovanSIS is an independent Odoo implementer and is not affiliated with Odoo S.A.

Source: Odoo on YouTube: youtube.com/watch?v=Mx3Hwx34Cv8

Customer story · 3:57

A small video agency drops its pile of apps

The founder describes a stack of apps that did not talk to each other, then shows a contact form that feeds the CRM and website pages built from templates.

Customer story from Odoo's official YouTube channel. The results shown are those of this Odoo customer, not InnovanSIS results. InnovanSIS is an independent Odoo implementer and is not affiliated with Odoo S.A.

Source: Odoo on YouTube: youtube.com/watch?v=ZvRMOdEXsW8

Customer story · 6:00

An IT-consulting broker automates the paperwork after a deal

A Swedish IT-consulting broker describes keeping consultant profiles and CVs in one place and automating what follows a closed deal: sales order, purchase order, contract and invoice.

Customer story from Odoo's official YouTube channel. The results shown are those of this Odoo customer, not InnovanSIS results. InnovanSIS is an independent Odoo implementer and is not affiliated with Odoo S.A.

Source: Odoo on YouTube: youtube.com/watch?v=69uQK3Zc_Dk

Odoo made these videos to show what its platform can do, and some of what they show belongs to paid editions or extra apps. Before we quote anything, we tell you which features are in the edition you would use.

Next step

Start with One Engagement Type

Tell us how your engagements move from proposal to delivery and billing. That gives us a practical starting point.

Start Your Assessment See Our Methodology

Prefer to talk? 786-258-1088 • [email protected]