IT Services and Consulting

One governed operating view across scope, delivery, time, costs, WIP, and invoicing, built for IT services firms who need margin control without slowing delivery.

The messy middle, fixed

IT services firms leak margin when SOWs, change control, delivery, and billing are managed in different places. DAY ONE connects pipeline, delivery, and finance into one governed operating view so WIP and invoicing stay defensible, even as work changes.

Common Pain Points

  • Change requests approved verbally, billed never.
  • Time captured late, utilisation and margin discovered late.
  • Rate cards, role rates, and inclusions checked manually.
  • Projects and managed services billed differently.
  • Invoices and WIP that cannot be defended to challenges.

Control for partners, delivery, and finance

Managing Director and owners

See margin, WIP, and delivery risk in real time without chasing status.

Service delivery leaders

Govern change control, approvals, and time capture so WIP reflects reality.

Finance and billing

Defensible invoices with traceability back to source time, costs, and rules, plus clean GL mapping.

PMO and project managers

One engagement flow for scope, actions, risks, and approvals that holds under pressure.

Managed services leaders

Retainers, inclusions, overages, and exceptions governed so billing matches SLA delivery.

Sales and pre-sales

SOWs and commercials that carry into delivery and billing, not re-entered or reinterpreted.

IT services

One governed operating spine for

DAY ONE is the governed commercial spine for IT services. It connects scope, delivery, time, costs, WIP, and invoicing so margin and cashflow are managed from one operating view, not rebuilt at month end.

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core features

Scoping & quoting

Standardise proposals and SOWs, lock in roles, rate cards, milestones, and billing rules upfront, so delivery starts with clear commercial control.

Delivery & time

Keep actions, approvals, time, and change control connected so WIP is defensible and overruns surface early.

Resourcing

Link demand to capacity with utilisation and staffing visibility based on live engagements, not stale spreadsheets.

Invoicing & WIP

Invoice lines and WIP link back to source entries, approvals, and billing rules, with GL mapping that posts cleanly to accounting.

AI & analytics

Earlier warnings on burn, overruns, utilisation drift, and billing risk, grounded in governed delivery and finance data.

outcomes

Expected

outcomes

Expected

Fewer handover surprises

SOW to delivery stays intact.

Pipeline to delivery clarity

Forecast tied to live work.

Higher billing discipline

Changes billed, not absorbed.

More reliable forecasting

Capacity and margin stay visible.

Frequently Asked Questions

Can DAY ONE support fixed-fee, milestones, retainers, and T&M?

Yes. Mixed billing models are supported per engagement contract, with governed rules so WIP and invoicing stay consistent.

How does DAY ONE reduce write-offs and protect margin?

It governs change control, time, approvals, and billing rules so overruns and unbilled work surface early.

Do we have to replace our existing delivery tools?

Not necessarily. Replace overlapping tools to simplify and cut cost, or keep what you need while DAY ONE governs billing and finance in one place.

How does invoicing trace back to time, costs, and contract rules?

Invoice lines link back to source entries plus approvals and billing rules, creating defensible billing and audit-ready WIP.

Does it work with your existing Salesforce org, or bundled if you are not using Salesforce?

Both. It works with your existing Salesforce org, or it can be bundled if you are not using Salesforce.

What size IT services firms is DAY ONE built for?

Works for all sizes, but mid-sized firms are the sweet spot where growth outpaces structure and margin, WIP, and billing start to suffer.