Project & Engagement Management
Manage projects and client engagements efficiently.
What we deliver:
Project and engagement setup
Task and milestone tracking
Resource allocation and workload planning
Fixed-fee, time & materials, and retainer project models
Project status and progress visibility
Benefits:
Better project control
Improved on-time delivery
Clear visibility of project performance
Time Tracking & Resource Management
Track billable and non-billable time accurately.
What we implement:
Timesheet and effort tracking
Billable vs non-billable analysis
Resource utilisation reporting
Overtime and capacity tracking
Benefits:
Improved billing accuracy
Higher utilisation rates
Better workforce planning
Sales, CRM & Project Integration
Connect sales activities directly to project delivery.
What we integrate:
CRM for lead and opportunity management
Automated project creation from won deals
Client-specific pricing and contracts
Retainer and recurring service management
Benefits:
Seamless handover from sales to delivery
Reduced manual data entry
Improved client experience
Billing, Invoicing & Revenue Recognition
Ensure timely and accurate billing.
What we automate:
Time-based and milestone billing
Retainer and recurring invoicing
Expense recharging to clients
Revenue recognition by project or period
Benefits:
Faster invoicing cycles
Improved cash flow
Reduced billing disputes
Accounting & Financial Automation
Gain real-time financial control across all engagements.
What we automate:
Project-based accounting
Cost and expense allocation by project or client
Work-in-progress (WIP) tracking
Bank, expense, and payroll reconciliation
GST / SST / VAT reporting (where applicable)
Tools we use:
Zoho Books and integrated financial systems
Benefits:
Faster month-end closing
Accurate profitability reporting
Audit-ready financial records
Reporting, Dashboards & Business Insights
Make data-driven decisions with confidence.
What you get:
Project and client profitability dashboards
Utilisation and productivity reports
Revenue pipeline and forecasting
Cash flow and financial performance insights
Benefits:
Clear visibility into business health
Better strategic planning
Early identification of risks and opportunities
Who This Is For
Our IT & professional services solutions are ideal for:
IT services and software companies
Consulting and advisory firms
Digital marketing and creative agencies
Engineering and professional firms
Project-based and retainer-based service providers
SMEs scaling their service delivery operations
Our Implementation Approach
1. Business & Process Review
Understand your service delivery model and pain points
2. Solution Design
Map CRM, project, billing, and accounting systems
3. System Setup & Data Migration
Configure workflows, projects, and financials
4. Testing & Go-Live
Ensure accuracy before live client engagements
5. Training & Ongoing Support
Empower your team for long-term success
Why Choose SmartOps Consulting
Deep understanding of IT & professional services business models
Zoho-focused implementation and automation partner
Practical, scalable solutions for service-based SMEs
End-to-end support: design, setup, migration, training & support
Systems built to grow with your team and client base