Inception55

/ Professional Services /

Data Intelligence for Service Excellence

Professional services firms live and die by utilization, client satisfaction, and operational efficiency. Inception55 helps you optimize resources, delight clients, and improve margins.

Unify project, financial, and resource data so you can predict profitability, staff engagements intelligently, and grow client value.

Background

/ common challenges /

Common Challenges

▸
Matching the right people to the right projects at the right time
▸
Limited visibility into real-time project profitability
▸
Client data scattered across email, CRM, and delivery tools
▸
Unpredictable business development pipeline
▸
High operational overhead from manual time, expense, and invoicing
Background

/ how inception55 helps /

How Inception55 Helps

Resource Optimization

See utilization in real-time, match skills to demand, plan for upcoming bench time, and improve billable utilization by 15%+.

Project Performance

Track budget vs. actual in real-time, alert leaders to projects at risk, and analyze performance across engagements.

Client Intelligence

Unify every client interaction, project, and proposal to identify expansion opportunities and at-risk relationships.

Business Development

Gain pipeline visibility with win probability scoring, proposal tracking, and resource planning tied to sales forecasts.

Operational Efficiency

Automate time tracking, expense reporting, invoicing, and financial reporting with full auditability.
Background

/ use cases /

Use Cases

1

Utilization Optimization

⚠
Before Inception55
  • ▸
    Billable utilization at 62% (target 75%)
  • ▸
    Resource allocation managed via spreadsheets
  • ▸
    Overallocated staff while others sat on the bench
  • ▸
    No visibility into upcoming bench time
✓
After Inception55
  • ▸
    Real-time dashboard shows utilization across the firm
  • ▸
    AI recommends optimal staffing based on skills and availability
  • ▸
    Automated alerts for upcoming bench time
📈
Impact
  • ▸
    Billable utilization increased to 73%
  • ▸
    Revenue per employee up 18%
  • ▸
    $1.6M additional revenue with same headcount
2

Project Profitability

⚠
Before Inception55
  • ▸
    Profitability known only at project completion
  • ▸
    35% of projects over budget with no early warning
  • ▸
    Inconsistent and delayed time tracking
  • ▸
    No standard method to track project costs
✓
After Inception55
  • ▸
    Real-time project profitability dashboards
  • ▸
    Automated alerts when projects trend over budget
  • ▸
    Daily time tracking with AI suggestions
  • ▸
    Expense tracking tied to project budgets
📈
Impact
  • ▸
    Projects over budget reduced to 12%
  • ▸
    Average project margin improved from 28% to 36%
3

Client Relationship Management

⚠
Before Inception55
  • ▸
    Client information scattered across systems
  • ▸
    No complete relationship history
  • ▸
    Account managers unaware of issues until too late
  • ▸
    Cross-selling opportunities missed
  • ▸
    Client churn rate at 18%
✓
After Inception55
  • ▸
    Complete client profile with all interactions and projects
  • ▸
    AI flags at-risk clients and upsell opportunities
  • ▸
    Account plans tracked with milestones and reminders
📈
Impact
  • ▸
    Client churn reduced to 8%
  • ▸
    Expansion revenue from existing clients up 45%
Background

/ systems we connect /

Systems We Connect

▸
Project Management: Monday.com, Asana, Smartsheet, Microsoft Project, Wrike
▸
Professional Services Automation: Kantata, FinancialForce, Projector, Kimble
▸
CRM: Salesforce, HubSpot, Microsoft Dynamics, Pipedrive
▸
Time & Expense: Harvest, Toggl, Replicon, Concur, Expensify
▸
Financial Management: QuickBooks, NetSuite, Sage Intacct, Xero
▸
Document Management: SharePoint, Google Drive, Dropbox, Box

/ customer success /

Management Consulting Firm

$26M firm with 85 consultants serving mid-market companies
⚠

Challenges

  • ▸
    Billable utilization at 58% (bottom quartile)
  • ▸
    40% of projects exceeding budget
  • ▸
    Client relationship information as tribal knowledge
  • ▸
    Poor visibility into business development pipeline
  • ▸
    Partners spending 20+ hours monthly on reporting
✓

Solution

  • ▸
    Resource management and utilization tracking
  • ▸
    Real-time project profitability monitoring
  • ▸
    Unified client relationship platform
  • ▸
    Business development pipeline management
  • ▸
    Automated reporting and analytics
📈

Results

  • ▸
    Billable utilization improved to 71%
  • ▸
    Projects over budget reduced to 15%
  • ▸
    Client churn reduced from 22% to 9%
  • ▸
    Win rate improved from 32% to 44%
  • ▸
    Partner admin time reduced by 75%
  • ▸
    Revenue increased $3.2M without adding staff
📊

Metrics

  • ▸
    ROI: 510%
"
We were leaving millions on the table because we couldn't effectively manage our resources and projects. Inception55 gave us visibility we never had before.
— Michael Torres, Managing Partner

Ready to see the Professional Services command center?

Schedule a working session with our industry team to map your use cases and build a proof of value with your data.
Schedule a Professional Services Demo← Back to industries overview