Primary pains
- Inconsistent delivery workflows
- Client access and security concerns
- Lack of standardized reporting
Outcomes
- Standardized delivery stack with governance
- Client-access controls and audit trails
- Operational reporting across accounts
Recommended modules
Support
Customer inbox, chat, and helpdesk operations in one stack.
Deliver responsive support with unified customer context and governance.
Knowledge
Docs, wiki, and internal knowledge governance.
Managed knowledge systems with permissions and lifecycle workflows.
Projects
Planning, sprints, and delivery cadence in one system.
Operate cross-functional projects with governance and visibility.
Time Tracking
Time capture with policy enforcement and approvals.
Managed time tracking aligned to payroll and project delivery.
Invoicing & Billing
Managed invoicing with approvals and revenue tracking.
Automate invoicing workflows with governance and reporting.
Proof points
- Client workspaces with scoped access
- Managed onboarding for new accounts
- Billing and time tracking alignment
FAQs
Can we isolate data per client?
Yes. We configure strict data boundaries per account.