VEXIO / PROFESSIONAL & BUSINESS SERVICES
Connect commercial activity
with project delivery.
Bring customer relationships, projects, time, documents and financial operations together around the complete service-delivery lifecycle.
FROM OPPORTUNITY
TO DELIVERY AND PROFITABILITY.
PROFESSIONAL SERVICES IN ACTION
Follow the engagement
from opportunity to delivery.
Explore how commercial activity, projects, time, documents and financial operations work together around the service-delivery lifecycle.
ONE ENGAGEMENT. MULTIPLE CONNECTED FUNCTIONS.
STAGES
PROFESSIONAL & BUSINESS SERVICES WORKFLOW
WHEN OPERATIONS ARE DISCONNECTED
The engagement starts with a commercial opportunity.
Opportunities create the starting point for the commercial activity that leads to a service engagement.
RECOMMENDED VEXIO BUNDLE
The products behind
the professional services workflow.
Structures the client relationship and commercial activity.
Structures project delivery, work and time.
Structures engagement documents and approvals.
Provides financial visibility around the engagement.
CONNECT THE CLIENT RELATIONSHIP
WITH THE WORK THAT FOLLOWS.