CONSULTING SERVICES WITH PRECURSIVE
Turn consulting services into scalable, predictable business.
Winning deals is only the beginning. Turning consulting engagements into scalable, repeatable, and profitable services requires full visibility across sales, delivery, and finance. Precursive keeps everything connected - so your team can forecast demand, optimize utilization, and track revenue effortlessly.
Precursive AI for Consulting teams.
Streamline delivery, reduce manual effort, and deliver higher value to clients, all while staying on time and under budget.
Implementation teams can use Precursive AI to:
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Get weekly views of their assignments, deadlines, risks and project health
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Input prompts or transcripts to generate risk logs with mitigation strategies
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Encourage proactive client communication
PSA software for successful services teams.
Torrent Consulting has improved their staffing, demand planning and utilization tracking.
OUR IMPACT:
- Better forecast accuracy
- Faster mobilisation of delivery team
- Optimised capacity planning with skills matrix
Industry: Salesforce SI
Company Size: 100-500
Solution: Professional Services
A gold-tier Salesforce consulting partner, delivering expert solutions across industries & across the full suite of Salesforce platforms.
Cognite transitioned from custom to standardized services to maximize ARR, GRR and NRR.
OUR IMPACT:
- Tighter control of Services P&L
- Optimised utilization across global resource pool
- Real-time reporting on costings, offering margins and overrun
- Acceleration of templated services delivery to drive more ARR
Industry: Software/SaaS
Company Size: 500-1000
Solution: Implementation
A global industrial SaaS leader, digitalizing the industrial world, enabling full-scale digital transformation of heavy-asset industries.
Orbus has shifted professional services from technical to outcomes-focused delivery with streamlined service offerings.
OUR IMPACT:
- Higher services margins
- Less FOC days and reduced sales discounting
- 5 star CSAT scores
- Increased recurring revenues with service bundles
Industry: Software / SaaS
Company Size: 100-500
Solution: Implementation
Leading global provider of software solutions for Enterprise Architecture, Business Process Analysis, Application Portfolio Management, & IT Governance.
Dutchie has accelerated launch times due to better capacity planning of in-house and partner resources.
OUR IMPACT:
- Faster time-to-transaction
- 8% increase in utilization
- $480k labor costing savings
Industry: Software / SaaS
Company Size: 500-1000
Solution: Implementation
Streamlining dispensary operations, and providing safe and easy access for consumers. Powering over 6,500 dispensaries throughout USA and Canada.
ONE PLATFORM FOR THE ENTIRE CUSTOMER LIFECYCLE
Pipeline. Delivery. Revenue.
FROM PIPELINE TO PROFIT - WITH FULL VISIBILITY
No more scrambling when a deal lands. Connect sales, delivery, and finance in real time, so you can forecast demand, allocate resources, and ensure every billable hour turns into revenue, without the guesswork.
DELIVERY WITHOUT DELAYS, OVERRUNS OR BURNOUT
Your best people should be working on the right projects at the right time - not stuck in admin chaos. Automate resource planning, track project health, and ensure risks are caught early so delivery stays smooth.
REVENUE THAT WORKS AS HARD AS YOUR TEAM
Do the work, get paid on time - no disputes. With automated billing, revenue recognition, and multi-currency invoicing, ensure every expense flows seamlessly into financial reporting, keeping margins strong.
CONSULTING SERVICES
Real-time Services dashboards.
You can’t afford surprises when it comes to revenue, resourcing, and project health. Precursive gives you a real-time, portfolio-wide view so you always know where you stand - before small issues become big problems.
SERVICES OPERATIONS REPORTING
Booking to billings in one place.
Turn Salesforce opportunities into structured consulting engagements with full visibility into project scope, resourcing needs, and financial impact. No more misquoted projects or unexpected resource gaps - Precursive keeps sales and delivery aligned from day one.
Why it matters
Get instant clarity on margins, revenue, and resourcing - so you can make the right call before it’s too late.
PORTFOLIO-LEVEL INSIGHTS
Spot risks before clients do.
Bring together project data across your entire portfolio to see how resource capacity, delivery performance, and customer commitments stack up.
Why it matters
Delivery issues don't happen overnight. Identify risks early, keep team workloads balanced, and prevent escalation calls before they happen.
SERVICES P&L REPORTING IN SALESFORCE
From pipeline to profitability.
Track everything that matters, all in one place. Use Salesforce analytics to create dashboards that bring together bookings, revenue, billing, and utilization across teams and portfolios.
Why it matters
Gain a comprehensive view of financial and operational performance to make informed decisions and drive growth.
Selling Services.
Every misquoted project, vague scope, or pricing error chips away at margins and delivery confidence. Precursive keeps services selling structured, predictable, and profitable, ensuring every project starts off on the right foot, without last-minute surprises.
PROJECT TEMPLATES
Copy. Paste. Kickoff.
Pre-built project templates let you copy structured tasks, roles, budgets, and timelines to quickly spin up new projects or proposals.
Why it matters
Standardize project setup, save hours in presales, and keep engagements consistent so delivery teams know exactly what to expect.
SERVICES QUOTING
When Sales promises, make sure you deliver.
Generate forecasted projects directly from Salesforce opportunities. Sync project details back to Salesforce to create Product Line Items, ensuring every role, day, and rate aligns perfectly.
Why it matters
Get accurate effort and margin forecasts upfront, avoid underquoting work, and kick off projects with everything locked in from day one.
BILLING RATE CARDS
What did we quote them?
Rate cards by resource, role, and client so agreed-upon pricing is automatically applied in quotes and projects.
Why it matters
Lock in accurate rates upfront, eliminate back-and-forth, and avoid awkward client conversations about unexpected costs.
Great product that allows our team to not only manage projects and tasks but also resources for our Consulting Business. The ability to forecast resources, submit time and expenses, and do it all from Salesforce, If you're running a PS business, you'll be hard pressed to find a more intuitive and wonderful product to do so.
Mike Dohrmann.
VP of International Operations
Demand Forecasting.
You know the drill: a big deal closes, and suddenly, it’s all hands on deck - except you don't have the right hands. With Precursive, you see demand before it hits so you can balance workload, keep utilization high, and stop last-minute staffing scrambles.
REAL-TIME DEMAND vs. CAPACITY MONITORING
Spreadsheet hallucinations is not a strategy.
Know exactly who you need, when you need them. Precursive updates resource forecasts automatically based on real-time sales pipeline data, ensuring your top consultants are always assigned to the right projects -without last-minute scrambling.
Why it matters
No more overbooking your top people or scrambling to backfill gaps. Adapt in real time, keep teams balanced, and make sure every new project lands with the right resources in place.
FTE AND ROLE-BASED FORECASTING
Bye bye bench.
Forecast FTEs and roles directly from sales opportunities, segmented by region, skill needs, and project phases.
Why it matters
Hiring shouldn't be a reactionary scramble. Get ahead of demand, align skills to projects, and make sure the right people are ready when projects kick off, without last-minute firefighting.
UTILIZATION REPORTING
Who's maxed? Who's available?
When insights are automatic, decisions are faster. Instantly track billable and productive utilization across teams, regions, and roles to make smarter, revenue-driving decisions.
Why it matters
Uncover inefficiencies, increase billable utilization, and ensure teams stay focused on high-impact work that drives growth.
Resource Assignment.
You're constantly juggling people, projects, and deadlines - and one wrong move can mean missed deadlines, unhappy clients, or overworked teams. Precursive gives you the full picture so you can assign the right people, at the right time, with zero guesswork.
RESOURCE CAPACITY VISUALIZATION
Spot resource gaps.
Get a clear, timeline-based view of who's working on what, current and future availability, and overall utilization rates across projects.
Why it matters
No more overbooking your star players while others sit on the bench. Make fast, informed resourcing decisions that keep projects on track and teams working at the right pace.
SKILLS-BASED RESOURCE ASSIGNMENT
Don't pitch the A-team and staff the B-team.
Tag resources with skills and expertise levels, then let the Magic Assign engine match them to tasks based on availability and capability.
Why it matters
Stop assigning work based on who's free and start assigning based on who's best. Elevate project quality, improve efficiency, and keep your top consultants focused on high-value work.
LEAVE AND PTO
Can you dial in from the Maldives?
Automatically factor in leave and PTO requests when planning resources, syncing with HR systems like HiBob, BambooHR, and Workday.
Why it matters
No more resourcing surprises when some of your team is on holiday. Plan with full visibility of who's available so projects stay on track without overloading the rest of the team.
Project Execution.
You’re not just managing projects - you're managing expectations, risks, and profitability. With Precursive, you stay ahead of issues, keep clients in the loop, and protect your margins so every project runs on time, on budget, and without surprises.
SHARED PROJECT PLANNING
Better customer experience.
Give clients real-time access to project plans, progress updates, and key deliverables in a collaborative workspace.
Why it matters
Transparency builds trust. Keep clients informed, reduce back-and-forth, and make sure everyone knows what’s happening, without endless status calls.
HEALTH & RISK MONITORING
Know where to lean in.
Monitor Risks, Assumptions, Issues, and Dependencies (RAID) alongside real-time project health indicators for a complete view of project performance.
Why it matters
Catch warning signs early, take action before issues escalate, and keep projects moving - without delays, budget blowouts, or tough client conversations.
MANAGE MARGIN
Turn project mangers into profit managers.
Track real-time profitability by comparing budgets vs. actuals and estimating costs to complete (ETC). Get clear insights into how projects are performing financially.
Why it matters
Projects aren't just about delivery, they’re about profitability. Give PMs the tools to protect margins, control costs, and make smart decisions that keep projects financially healthy.
Time and expenses.
Precursive makes time and expense management fast, accurate, and effortless, so you get full visibility, quicker approvals, and faster billing.
TIMESHEETS
Timesheets you'll almost enjoy.
Planned time flows straight from project schedules into consultants' timesheets, making logging hours quick and easy. Capture billable, non-billable, presales, and internal time - with every entry feeding into billing, revenue recognition, and utilization reporting.
Why it matters
No more missing hours, no more lost revenue. Get a complete view of where time is spent, improve forecasting, and ensure accurate invoicing, without the usual timesheet headaches.
EXPENSES
Can we charge back martinis?
Log and categorize project-related expenses in seconds, linking them to specific projects. Billable expenses can be charged back to customers and included in billing runs automatically.
Why it matters
Stay in control of project costs and client billing. Track every expense as it happens, ensure accurate allocation, and pass costs through seamlessly so nothing is left off the invoice.
TIMESHEET AND EXPENSE APPROVAL WORKFLOWS
Faster approvals, faster billing.
Automate multi-level approvals, with custom workflows that route submissions to project managers, line managers, or any designated approver before invoices go out.
Why it matters
Keep approvals moving and maintain financial control without unnecessary delays. Route approvals based on project needs, ensuring accurate time and cost validation before they hit the books.
Consulting services billing.
Delivery work is only half the battle - getting paid accurately and on time is just as critical. With Precursive, invoicing is seamless because projects were set up correctly from day one. Time is tracked, rates are locked in, approvals are complete, and every invoice is backed by a clear audit trail.
AUTOMATED BILLING RUNS
Automation speeds up billing.
Because projects are set up properly with defined rates, structured roles, approved time, and expenses - billing runs are smooth, accurate, and automated. Invoices are generated in bulk, split by PO number, expense type, or client preference.
Why it matters
No more invoice adjustments or last-minute number crunching. With clean, structured data flowing from project setup through to billing, finance can trust the numbers and get invoices out fast.
END-TO-END BILLING TRACEABILITY
Track every billable hour.
Every invoice is directly linked to the original timesheet entry, expense submission, and project details, ensuring a clear and auditable connection from work completed to cash collected.
Why it matters
Reduce disputes and give clients full confidence in every charge. With a direct line of sight from invoice to work done, finance, project teams, and clients stay aligned, so payments land faster.
MULTI-CURRENCY INVOICING
Global billing made simple.
Automate revenue recognition for all service types; fixed-price, T&M, and managed services - based on project progress, timesheets, and contracts.
Why it matters
Remove manual work, stay compliant with ASC 606/IFRS 15, and ensure consistent, accurate revenue reporting across every service line.
100%
Better forecasting
30 Hours
saved
every month
One platform -
All business processes now run on Salesforce
Revenue Recognition.
Ensure revenue flows smoothly from projects to financial reporting, with full visibility, accuracy, and compliance.
VARIANCE REPORTING
Reduce revenue leakage.
Track revenue across projects and portfolios with real-time variance analysis, helping you spot free services, rework, and overruns before they impact your bottom line.
Why it matters
Revenue lost to scope creep and inefficiencies is money off the table. Identify discrepancies early, take corrective action, and stay in control of what’s billable - and what's not.
REVENUE FORECAST SNAPSHOT
Avoid awkward chats with the CFO.
Automatically capture revenue forecasts at key points in time, tracking trends and identifying gaps between projected and actual revenue.
Why it matters
Improve forecast accuracy and avoid last-minute CFO surprises. See what’s coming, adjust early, and ensure financial predictability across your service lines.
REVENUE RECOGNITION
Pull forward revenue across service lines.
Automatically align revenue recognition with project progress, timesheets, and contractual terms - whether it’s fixed-price, time & materials, or managed services.
Why it matters
Stay compliant, reduce manual effort, and provide a clear, unified view of recognized revenue. Keep finance happy with ASC 606/IFRS 15 compliance, while giving delivery teams real-time visibility into financial performance.
HEALTH & RISK MONITORING
Know where to lean in.
Precursive AI captures what actually happens in calls and meetings, every decision, requirement, and commitment, and connects it to the project. No more chasing updates or piecing together what was said. Delivery becomes grounded in clarity, not firefighting.
AI Insights & Risk Whisperer transforms coaching from an occasional review into an ongoing practice. Consultants get constructive insights in real time, managers see trends across the team, and delivery quality rises naturally. Coaching feels integrated, not forced or dictated.
PRECURSIVE IMPACT
What we do for you.
SOFTWARE/SaaS
$1M ROI
from hours saved + eliminating further T&E costs with Precursive
RESOURCES
Benchmarks, tools, templates for consulting services.
FAQs.
How does Precursive help consulting teams protect margin? Manage Margin gives project managers real-time visibility into cost and profitability, so they can control spend and act before margin erosion becomes a problem.
Can Precursive handle time, expenses and billing for consulting engagements? Yes. Timesheets, expenses and automated billing runs flow into one system, so every billable hour is captured and invoices go out accurately and on time.
Does Precursive support revenue recognition for consulting services? Yes. Precursive automates ASC 606 / IFRS 15-compliant revenue recognition, giving finance a clear, unified view of recognised revenue alongside delivery progress.
How does Precursive help win and staff consulting work profitably? Services Quoting gives accurate effort and margin forecasts before a deal closes, while skills-based resource assignment ensures the right consultants, not just whoever's free, are staffed.
Can consulting teams see risk before a project derails? Yes. Health & Risk Monitoring flags warning signs early, so PMs can act before delays, budget overruns or difficult client conversations happen.
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