Built to fix the messy middle in professional services.
about us
WHY WE BUILT DAY ONE
Most service firms do the same thing: win work in one system, deliver it across emails and spreadsheets, then stitch together WIP and invoices at month end. Margin leaks and trust breaks.
DAY ONE fixes that with one governed operating spine across pipeline, delivery, and finance, so billing and WIP stay controlled by default.
We called it DAY ONE because it signals a new dawn, and because day one is go-live day. From day one, you get control: what’s been sold, delivered, and billed, with earlier warnings on margin, WIP, and billing risk.
James is a seasoned Salesforce solution architect. Mark is a highly experienced Lean Six Sigma practitioner. Together, we built DAY ONE to make delivery and billing auditable, predictable, and scalable.
Who we are
Operators and builders focused on one thing: governed delivery and billing for professional services.
What we do
We connect scope, delivery, time, costs, WIP, and invoicing into one operating view so billing matches the work.
How we do it
A governed Quickstart gets your Prospect to Payment workflow live fast, without bloat or rework.
Why it matters
When delivery and finance share the same truth, you protect margin, reduce write-offs, and avoid awkward client conversations.
Quickstart: Prospect to Payment in 30 days
Get to audit-ready WIP, first-pass invoicing, and a live operating view in 30 days. Quickstart is a scoped rollout focused on the commercial spine, with locked acceptance criteria and measurable outcomes, without a drawn-out implementation.
meet the founders
James
James is a Salesforce solution architect who designs governed operating systems for professional services. He focuses on security, workflows, and clean data structures so delivery activity and billing stay connected and scalable.
Mark
Mark is an operations and Lean Six Sigma practitioner focused on eliminating rework and margin leakage in service firms. He targets the messy middle between winning work and getting paid, making month end predictable and billing defensible.
What informs how we build
Behind Our Work
Professional services operations
Built specifically for project-based service firms. We focus on the operating realities that drive margin: scope control, delivery discipline, WIP visibility, and invoice accuracy.
Salesforce-native governance
Security, roles, approvals, and data ownership enforced on Salesforce. One customer record and one permission model across sales, delivery, and finance.
Lean Six Sigma discipline
Less rework, fewer exceptions, clearer gates. We reduce variation and surface issues early, without slowing teams down
Finance-grade traceability
Invoice lines and WIP link back to source time and cost entries, approvals, and contract rules. GL coding maps cleanly back to your accounting platform.
Rapid, governed rollout
Quickstart gets your Prospect to Payment workflow live fast with clear scope, acceptance criteria, and owner-led configuration. Start with a stable spine, then extend.
Insights & Perspectives
Explore insights, strategies, and success stories from the DAY ONE team—designed to help service firms work smarter and scale faster.
Proof from firms using DAY ONE
Real outcomes from professional services firms using DAY ONE to govern proposal, delivery, WIP, and invoicing from one operating view.
