A fast, affordable implementation that connects pipeline, delivery, time, costs, WIP, and invoicing on one customer record, with clear ownership and process gates.
Go live in 30 days with
Quickstart: Prospect to Payment.
- One Real-Time Operating View
- Billing You Can Send
- WIP You Can Trust
- Source-Linked Traceability
What “go live” means
Go live means your team is running real work on DAY ONE, with delivery and finance operating from the same governed record. The core flow is live, users are trained, and your first billing cycle can run without rebuilding the story in spreadsheets.
What you will have live:
- One customer record linking pipeline, engagement, delivery, and billing rules.
- First-pass invoicing from governed inputs and approvals where required.
- Audit-ready WIP with clear billable, pending, and exception states.
- Source-linked traceability from invoice line items back to time, costs, & approvals.
- A baseline operating dashboard for delivery, WIP, and billing readiness.
Designed to fit
without a drawn-out programme
Works whether your firm is 5 people or 500 people. Quickstart connects pipeline, delivery, and finance on one governed record, then scales. Mid-sized firms usually feel the payoff fastest because complexity outpaces structure, but the rollout is the same.
Common starting point before Quickstart
Stitched Together Operations
Billing and WIP Rework
Delivery Drift
Forecasting Blind Spots
What we need to go live in 30 days
- A sponsor who can make decisions
- A small core team available weekly
- Agreement to go standard first, then extend
Scope stays governed, decisions stay fast, and we go standard first.
What’s included in the
Quickstart
Operating design workshop from current state to governed target
Configuration of core objects and engagement structure
Quote to engagement handover with commercial rules
Delivery and time capture flow with approvals where required
WIP and invoicing rules with invoice and GL mapping
Dashboards: pipeline, delivery, WIP, billing readiness
Role-based training for admins, delivery, and finance
Go-live support and stabilisation
The 30 day
Rollout plan
week
01
Align and design
- Confirm scope, sponsor, success measures.
- Map target governed flow.
- Data and user readiness.
week
02
Configure the spine
- Configure core structure and rules.
- Build quote to engagement handover.
- Stand up delivery and time capture flow.
week
03
Billing readiness
- Configure WIP and invoicing logic.
- Set invoice approval gates.
- Confirm GL mapping approach and test outputs.
week
04
Go live and stabilise
- Train users.
- Run a live billing cycle rehearsal.
- Go live with support and fixes.
Frequently Asked Questions
What does Quickstart include?
Configured core flows from quote to delivery to WIP and invoicing, plus training and go-live support.
What does “live” mean?
Real users running real work and first-pass invoicing from governed rules.
What do you need from us?
A sponsor, core users weekly, and timely decisions to keep scope governed.
Can we do this without Salesforce today?
Yes. It can be bundled if you are not using Salesforce.
What integrations are required?
None required to go live. Accounting integration and other tools can be phased.
Do we have to replace existing tools?
No. Replacement is optional. If tools are required for good reasons, DAY ONE can work with them.
How do you handle data migration?
Start with the minimum required for go-live and expand as needed.
What happens after go-live?
Stabilisation, then phased improvements based on priorities.
Is this custom implementation?
No. It is a governed rollout of standard operating flows.
How do you avoid scope blowouts?
Clear scope, weekly cadence, and decision rights. Standard before custom.
Quickstart live in 30 days, guaranteed
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.
