Case 03 · Operations systems · In progress

One system for how work gets planned, staffed and billed.

Role
Programme lead
Organisation
A global services group
System
A PSA platform
Status
Pilot

The roll-out, in three shots

Projects, time and resourcing, tracked differently in every business unit.

One system for how work gets planned, staffed and billed.

Piloting now, with the first business units.

Illustrative. The utilisation shown is not real data.

The problem

Business units ran projects, time and resourcing in their own tools. The group couldn’t see utilisation or project margin in one place.

What I’m doing

  1. a Coordinating the roll-out with the external implementation partner.
  2. b Aligning business units on one way of running projects, time and resourcing, before it’s configured.
  3. c Running the pilot with the first business units, and feeding what we learn back into the design.

Where it stands

Pilot

live with the first business units

1 system

for projects, time and resourcing

Next

a wider roll-out across the group

Outside games

Every professional-services firm, from consultancies to agencies and engineering, hits this the moment it outgrows spreadsheets. The software is the easy part.

The judgment call

“Systems change is operations change. Agree how work should run before you configure anything.”

Next case · 04 A multi-agent AI platform