Define the commercial agreement
Record whether work is fixed-fee, time-based or milestone-based, and how a change to scope is approved.
Professional services
Connect the proposal, the people and the delivery.
For consultancies and service businesses that need a clearer path from opportunity to project, time, expenses and billing.
Discuss your projectDesign around the operating decisions
Follow delivery and effort
Connect tasks, responsible people, timesheets and agreed acceptance points. Define what belongs in a project report.
Close the billing loop
Make the evidence for an invoice visible: approved time, completed milestones or another agreed basis.
Validate the data before automating
Identify the authoritative source for each important record and resolve conflicting definitions. Separate the historical data needed for daily operations from archives that can remain outside the first release. Agree who cleans, approves and maintains the information.
Map any website, finance, payment or specialist-system connections explicitly. The interface needs an owner, a way to handle failed transfers and a clear source of truth when two systems disagree. A named application does not prove that a ready-made integration fits the workflow.
Test the real exceptions
- A scope change reaches the right approver before extra work begins.
- A user sees only the projects and financial information appropriate to the role.
- An invoice can be traced to its approved commercial basis.
Set the first-phase boundary
Choose one complete workflow that a business owner can accept. Document roles, required reports, dependencies, data preparation and the transition from the current process. Country-specific accounting or record requirements should be validated for the actual entity and selected software version.
What to bring
Bring a proposal, project plan, timesheet and invoice from one representative engagement.
Questions before a project begins
Must we replace every existing system?
No. First map which systems already do their job well and where handoffs fail. A project may improve a workflow, integrate systems or replace a specific tool; the proposal should explain the choice.
Can the website be included?
A bilingual website, enquiry journey or portal can be discussed where relevant. Define the content, data exchange, access and ongoing editing responsibilities as part of the scope.
Relevant services
Sources & further reading
A useful next step
Bring one real workflow.
A sample document, the systems you use and the decision you need to make are enough to start a focused conversation.
Talk to Lava ↗