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An optimised business works from one record
Does your business carry more cost than it needs to? Sales agrees one thing, delivery works from another, and finance rebuilds the account at invoice time. Every handover adds rework. DAY ONE puts the three on one engagement record, so there is less to carry and the teams work from the same facts.
Start with the question owners ask
Pick the one you ask most often to see where in the path it starts. How it works follows the whole engagement.
Starts at Proposal
Look for: Approved scope, price, billing terms and exceptions.
The terms start in the proposal: scope, rates, billing model and approvals. Delivery and finance then work from that same engagement record, so nobody relies on a retelling.
Prospect
The first conversation and the deal behind it.
Scoping and QuotingProposal
Scope, rates, billing model and approvals.
Scoping and QuotingDeliver
The work runs against the agreed engagement.
Delivery and TimeTime & Cost
Time and costs sit with the right engagement.
Delivery and TimeBill
Invoice review traces each line to its source.
Invoicing and WIPPost
Invoices go to your accounting platform.
Invoicing and WIP
Start with one workflow, not a programme
DAY ONE does not have to be complicated. Quickstart puts a first live Prospect to Payment flow in place in about 30 days for a straightforward scope, with a core team involved.
Choose a workflow
Pick a representative workflow.
Name a sponsor
Someone who can decide.
Agree the evidence
Scope and acceptance evidence are agreed before work begins. See Acceptance measures.
A wider migration or several custom connections need their own plan.
A summary for your board
Is your business optimised: carrying no more cost than it needs, with sales, delivery and finance working together? Four lines for the next board meeting.
- What happens
- Sales agrees one set of terms. Delivery works from another. Finance rebuilds the account from both at invoice time.
- Where the cost sits
- Someone chases the scope change, the missing time entry and the line nobody can explain. That is time spent stitching the picture together, and it is a cost you can look at.
- Why it matters
- Every handover is a place for a term to be lost or a number to change. A business that works from one record has fewer of them, and that can make it faster to market and more profitable.
- What to look at first
- One recent engagement. Follow it from the first conversation to the invoice and count the handovers.
Can you report on your business performance live, or do you wait for finance to reconcile the results each month?
Put numbers on it
Build the business case for your firm from your own figures, with every assumption on the page, ready to take to your board.
Questions owners ask
Can't see your question? Ask us directly.
Does this mean replacing every system?
No. DAY ONE covers the commercial path between winning work and invoicing. Your accounting platform can remain the ledger.
What should I inspect first?
Pick a recent engagement that needed a late scope or invoice decision. Note each place someone had to ask what was agreed.
What does it cost and how long to start?
The Pricing page shows the price list and how your price is built. Quickstart is scoped with your team, so it is not in the licence price. To see what it could mean for your firm, build your business case.
How do we start small?
Pick one first scope with an owner, run it through Quickstart, and widen from there. Quickstart.
Talk through your first operating scope
Tell us where your business carries cost today, and which engagement needed a late scope or invoice decision.