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Driving Project Profitability & Financial Clarity for an IT Consulting Firm 


In professional services, profitability depends on accurate time tracking, structured project execution, and timely billing. Without integrated systems, consulting firms struggle with revenue leakage, delayed invoicing, and limited visibility into project performance.

Operational alignment between sales, delivery, and finance is critical for sustainable growth.

 

Client Profile

A growing IT services and consulting firm delivering technology implementations, advisory services, and professional training projects across multiple client engagements.

As project volume increased, leadership required greater visibility into profitability, resource utilization, and billing cycles.

Business Challenges

Operational inefficiencies were impacting revenue and reporting:

  • Limited visibility into project profitability
  • Inaccurate or inconsistent time tracking
  • Delayed invoicing due to manual processes
  • Disconnected sales and project delivery workflows

These challenges reduced financial transparency and constrained performance optimization.

Our Strategic Approach

JMDL Consulting conducted a detailed assessment of the firm’s sales-to-project lifecycle, time capture processes, and billing structure.

A structured automation framework was implemented to:

  1. Integrate CRM with project execution
  2. Digitize timesheet tracking and validation
  3. Automate billing linked to project milestones
  4. Establish real-time profitability dashboards

The objective was to align people, projects, and financial performance within a single integrated system.

Solution & Odoo Modules Implemented

An integrated Odoo professional services ecosystem was deployed:

  • CRM – Opportunity tracking and sales pipeline management
  • Project – Structured project planning and task management
  • Timesheets – Accurate billable hour capture
  • Sales – Contract and service documentation
  • Accounting – Automated invoicing and financial reporting

This created a seamless connection between client acquisition, service delivery, and revenue realization.

Key Customizations & Innovations

To support consulting operations, we implemented:

  • Automated project creation directly from confirmed sales orders
  • Real-time profitability dashboards by client and project
  • Budget overrun alerts and cost monitoring controls
  • Integrated milestone-based billing workflows

These enhancements improved accountability, forecasting accuracy, and executive insight.

Measurable Results & Business Impact

The transformation delivered measurable performance improvements:

  • Accurate tracking of billable hours
  • Faster and more consistent invoicing cycles
  • Clear visibility into project profitability and margins
  • Improved financial forecasting and decision-making

The firm now operates with synchronized sales, delivery, and finance — enabling predictable growth and stronger margin control.