01
Record engagement
Set up the appropriate master data and the business record that starts the process.
Services & Projects
Keep client commitments and delivery visible.
Organize professional client records, proposals, assignments, tasks and invoicing within supported XlinkONE modules.
XLINKONE BUSINESS OSProfessional Services
THE BUSINESS CHALLENGE
Understanding the work behind professional services.
Several client engagements may be active while work, documents and billing milestones are managed by different employees.
THE XLINKONE APPROACH
A connected way to manage the process.
Use client masters, projects, task assignments and billable-work records to maintain an accountable workflow.
Explore the Platform HOW THE WORK MOVES
A workflow that reflects your business.
Each stage has its own purpose. Keeping those stages organized makes it easier to follow what happened and what needs attention next.
02
Assign delivery work
Record the transaction or operational activity using the relevant XlinkONE workflow.
03
Review and invoice
Review the result and the supporting stock, work or financial information.
A PRACTICAL BUSINESS SCENARIO
Professional Services in everyday operations.
A consulting firm prepares an engagement proposal, assigns analysis tasks and invoices the completed engagement.
Explore Business Solutions CONNECTED ERP CAPABILITIES
Relevant XlinkONE modules.
Explore the software capabilities that support this industry's transactions and operating processes.
CONFIGURATION & AVAILABILITY
Fit the software to the work.
Available functions depend on the subscribed plan, company configuration and deployed ERP version.
QUESTIONS & ANSWERS
Planning XlinkONE for Professional Services?
The right setup depends on your documents, quantities, reporting needs, company rules and employee responsibilities.
Which ERP modules are relevant?
Relevant modules include CRM & Lead Management, Projects & Tasks, Sales Management. The final selection should reflect how your business operates.
Can we adapt XlinkONE to our process?
XlinkONE provides the workflows described here. During setup, review the relevant masters, units, document flow, access permissions and reports before processing live transactions.
Are specialized industry features included?
Available functions depend on the subscribed plan, company configuration and deployed ERP version.
XLINKONE BUSINESS OS
Create Your Workspace Bring your business processes together.
Start with the modules your team needs, then configure the platform around your operating requirements.