See it on your setup
For services firms

Run more projects per consultant.

Days you don't spend chasing are days you can charge. Your senior's judgement goes on every project, not just the ones they're staffed on.

Chargeable days go on chasing customers for answers. The invoice does not say “spent waiting for the spreadsheet”.

When the senior is booked, the next three deals wait, or a junior does the chart of accounts and it comes back different.

The way your firm implements a finance system lives in two people's heads. When one leaves, so does half the method.

What you get back.

Better return on every consultant day.

Days spent chasing are unbilled days. Give them back and utilisation rises without a hire.

Fixed price stops eating margin.

On a fixed-price project every unbilled day comes out of profit. Fewer of them, more margin.

Take on finance work on the strength of one senior.

A specification lets the firm take on a finance system it has not sold before. No specialist hired ahead of the first deal: one senior sets out the entities, the chart and the close, and the agents run it.

No more day-rate contractors for the peaks.

Agents cover the peak at no extra cost, with your method, not theirs. When the peak passes, there is nobody to let go.

The method stays with the firm.

What your best consultant knows is written down and stays when they leave. It is an asset the firm owns, on every project, whoever is staffed on it.

If your firm is a vendor's partner, the case we put to that vendor is its own page. Partner networks

Where the forty days go.

A finance project is about forty consultant days all in, and about twelve of them go on discovery, scoping and configuration: the asking, the chasing, the workbook. This is a year of them at the model's own defaults, split into what the agent takes and what stays human. The calculator below is this picture with your numbers in.

A year of finance projects · at the model's defaults
1,200 consultant days
30 projects a year, 40 consultant days each all in, 12 of them on discovery, scoping and configuration.
840 days · build, training and go-live
144 days stay human
216 days the agent takes
30 projects a year at 40 consultant days each is 1,200 consultant days.
360 of them go on discovery, scoping and configuration: the asking, the chasing, the workbook, the follow-up call about the spreadsheet.
The agent takes 216 of those. 144 stay human: setting it out once, reading the reasoning, correcting it, signing off.
216 days is a consultant for a year, or 5 more projects on the same team. Put your own numbers in below.

Every decision carries a name and a reason.

A firm on a fixed price loses money to scope nobody wrote down. On a Votis project every decision carries who made it and why: because it was discussed, because it came in with the workbook, because something else depends on it, or because the system requires it. The record exists by default, before anyone asks for it.

Harbourline Finance Rollout · the record
6 decisions · each with who and why
Unit
Decision
Decided by
Because
Companies
In scope
Ruth Calloway, Harbourline
discussed on the call, 2 September
Chart of accounts
In scope
Your consultant
required for a finance system
Cost centres
In scope
Ruth Calloway, Harbourline
came in with the workbook, 3 September
Approval limits
In scope
Your consultant
depends on cost centres: each limit belongs to one
Fixed assets
Declined
Ruth Calloway, Harbourline
discussed on the call, 2 September: the group holds none
Budgets
Declined
Ruth Calloway, Harbourline
discussed on the call, 2 September: kept in the planning tool
Six decisions, each with who made it and why. On a fixed-price project this is the record, and it exists by default.
Customer
We never agreed to leave fixed assets out. We need them in before go-live.
Checked
Fixed assets were declined on the call on 2 September by Ruth Calloway, because the group holds none. Bringing them in now is a change of scope, and the record says so.
On a fixed price, scope nobody wrote down comes out of your margin. Here it is written down, with a name against it, before anyone asks.

Capacity, at charge-out.

Released consultant days are chargeable days. The same team runs more projects a year, and the senior's time goes where it's billed highest. The model below is set to services firm and to the finance project fee. Put your own numbers in.

See it on a project you're running now.

A 20-minute call. Bring one live finance implementation and we'll show you what Votis would take off it.

See it on your setup