Design & engineering consultancy
The challenge
The pipeline sits in one tool and delivery in another, so a won deal is retyped into a project plan. Budget overruns are discovered at month end, and work is often delivered weeks before anyone raises the invoice for it.
How the system handles it
Leads carry a score and deals move across a pipeline with WIP limits, so a clogged stage shows as a breach rather than a surprise. The won deal becomes a project with a budget and a health state, quotes convert to invoices against the same customer record, and the finance cockpit compares burn against elapsed pace while there is still time to act.
Capabilities used
- Lead scoring & deal pipeline
- WIP limits per stage
- Projects with budget & health
- Quotes → invoices
- Finance cockpit: burn vs pace