The Solution

Our professional services automation solution enables organizations to automate and continuously improve their business. Real-time diagnostics allow business leaders to understand and remedy underlying issues. This holistic focus on business improvement, beyond just operational support or project delivery, is unique in the professional services automation (PSA) market.

See how Kimble can fuel your professional services growth

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Plan your professional services automation journey

Kimble’s process-centric approach to professional services automation can be visualized as a subway map. The interrelationships between processes and departments in a professional services firm are key to driving efficiency and realizing business benefits. Click on the legend on the left-hand side to see detailed functions available at each subway station.

* Managed via the integration with Salesforce (Sales Cloud) or other 3rd-party CRMs

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Screenshots

To view screenshots click on the thumbnails below:

Station Features
Manage Propositions
  • Define company “Go To Markets” and use in opportunity creation to determine effectiveness
Marketing campaign
  • Use Salesforce Sales cloud functionality integrated with Kimble to manage Marketing campaigns and determine your professional service catalogue effectiveness
Partner planning
  • Manage tasks and events on partner accounts and store partner plans
Account planning
  • Manage tasks and events on target accounts and store partner plans
  • Manage contacts within target accounts
Expose Lead/Opportunity
  • Using Salesforce Sales cloud functionality integrated with Kimble, manage a lead and convert to an opportunity for services.

Station Features
Expose Opportunity
  • Bid Team management
  • Proposal Management and versioning
  • Competitor tracking
  • Proposal cards in 1.22
Define Engagement at High Level
  • High-level revenue profiling over a date range
  • Booking forecast based on close date
  • High-level engagement revenue screen
Forecast Revenue Detail
  • Multiple revenue profiling (eg T&M, Fixed Price (milestones), Recurring)
  • Weighted and unweighted revenue and booking reporting by multiple dimensions
  • Revenue dashboard
  • Selection of product for an element
Forecast Costs
  • Multiple cost profiling (eg T&M, cost milestones, Recurring)
  • Assign generic or specific resources to engagements to create resource demand and cost simultaneously
  • Specify capabilities/skills of resources required
  • Creating an assignment
  • Gantt of all assignments
Develop Proposal
  • View engagement margin based on revenue and costs
  • Create tasks and events on the opportunity
  • Engagement/Proposal dashboard
Win order
  • Seamless Opportunity to engagement workflow

Station Features
Define Engagement at High Level
  • High-level revenue profiling over a date range
  • Booking forecast based on close date
  • High-level engagement revenue screen
Forecast Revenue Detail
  • Multiple revenue profiling (eg T&M, Fixed Price (milestones), Recurring)
  • Weighted and unweighted revenue and booking reporting by multiple dimensions
  • Revenue dashboard
  • Selection of product for an element
Forecast Costs
  • Multiple cost profiling (eg T&M, cost milestones, Recurring)
  • Assign generic or specific resources to engagements to create resource demand and cost simultaneously
  • Specify capabilities/skills of resources required
  • Creating an assignment
  • Gantt of all assignments
Develop Proposal
  • View engagement margin based on revenue and costs
  • Create tasks and events on the opportunity
  • Engagement/Proposal dashboard
Win order
  • Ability to Work at Risk prior to opportunities being won, with adjusted revenue recognition
Receive PO
  • Create and allocate purchase orders to engagements.
Provide services
  • Ability to manage Task WBS within Kimble
  • Integration with MS Project
  • Ability to Manage engagement issues and risks and view centrally
  • Planned Gantt screen
  • MS Project integration
Report Status
  • Configurable engagement status reporting
  • Engagement status
  • Status report
Manage revenue
  • Management of milestones on fixed price to trigger invoicing and capture acceptance
  • Manage periodic revenues for annuity/SaaS models
  • Milestone screen
  • Period revenues screen
Manage costs
  • Manage the ETC on assignments and tasks to revise forecast costs and effort, whilst automatically updating revenue forecasts
  • Update cost milestones for non-resource based costs
  • monthly grid view of assignments
Complete delivery
  • Move stage of engagement to close down
  • Trigger workflow to assign tasks for project close down (e.g. case study)

Station Features
Forecast Costs
  • Multiple cost profiling (eg T&M, cost milestones, Recurring)
  • Assign generic or specific resources to engagements to create resource demand and cost simultaneously
  • Specify capabilities/skills of resources required
  • Creating an assignment
  • Gantt of all assignments
  • Forecasted assignments for generic roles automatically create resourcing demand to be fulfilled
  • Assignment demand screen
  • Drag and drop of resources
Develop Proposal
  • View engagement margin based on revenue and costs
  • Create tasks and events on the opportunity
  • Engagement/Proposal dashboard
Win order
  • Ability to Work at Risk prior to opportunities being won, with adjusted revenue recognition
Finalise Named Resources
  • Easy visibility of Resource availability/utilisation
  • Find resources based on roles/skills/locations etc
Activate engagement
  • Automatic Base-lining of engagement metrics on activation for variance reporting
  • Provides access to consultants to record time entries on engagement where they have been assigned
Provide services
  • Ability to manage Task WBS within Kimble
  • Integration with MS Project
  • Ability to Manage engagement issues and risks and view centrally
  • Planned Gantt screen
  • MS Project integration
Submit Time & Expenses
  • Predictive timesheets to ease time entry
  • Mobile access from iPhone and Androids
  • Receipt image capture of expenses on mobile phones
  • Customisable approvals for each engagement
  • Time Tracking in Days, hours or minutes
  • Mobile time entry
  • Mobile expense entry
  • Calendar timesheet with predictive entries
Approve Time & Expenses
  • Email notification and ability to approve via email
Reimburse Expenses
  • Highly configurable Interface to Accounts Payables ledgers

Station Features
Win Order
  • Snapshot Sold values for bookings, revenue, cost and margin
Receive PO
  • Create and allocate purchase orders to engagements.
Provide services
  • Ability to manage Task WBS within Kimble
  • Integration with MS Project
  • Ability to Manage engagement issues and risks and view centrally
Invoice
  • Customizable billing rules – supporting Custom invoicing cycles and approvals
  • Multiple invoice formats and templates
  • Multiple currency and taxation support
  • Interface to Finance
  • Pdf of receipt images automatically attached to invoice
Receive Cash
  • Ability to record received payments in Kimble or interface payment details from Accounts receivable

Station Features
Create Change Order
  • Create and manage change orders to existing delivery engagements
Define Scope
  • Manage the scope of the change order at different levels depending on the type of change. Can support the complete spectrum of changes from an extra day, to a complete new project.
Approve Change Order
  • Allow a change to be accepted on the project by either approval within the engagement or by winning a new opportunity.
  • Change order is reflected in the forecasts, based on its approval status
Win Order
  • Winning the Change Order, automatically updates the forecast and then allows actuals to be recorded.

Station Features
Find candidate
  • Record candidate employees / contractors details
  • Create tasks and events for interviewers to perform
Contract with candidate
  • Store additional details on a Candidate – e.g. store CV/Resume
Update resource details
  • Maintain details of Associate/Contractor and employees
  • Resource skills profiles
Finalise Named Resources
  • Allows multiple resource candidates to be proposed, accepted or rejected on each assignment

Station Features
Contractor assigned
  • Allows multiple resource candidates to be proposed, accepted or rejected on each assignment
Supplier requisition raised
  • Ability to request approval for a contractor
Supplier PO raised
  • Automatically create supplier purchase orders for a contractor assignment
Provide services
  • Contractor provides services
Submit Time & Expenses
  • Contractor enters time and expenses in Kimble
Approve Time & Expenses
  • Contractor Timesheets and expenses are approved by engagement manager
Raise supplier Invoice
  • Automatically create a self-bill invoice for time and expenses approved on a contractor assignment to avoid
Pay supplier Invoice
  • Ability to record payments of supplier invoices

Station Features
Approve Time & Expense
  • Approvals routed to appropriate approver
  • Email notifications and ability to approve via email
  • Expense receipt images attached to claim and visible during approval
  • Revenue is dynamically calculated in near real-time for T&M and fixed price projects
  • Other monthly revenues can be controlled and completed
Manage Costs
  • Cost is dynamically calculated in near real-time for all resource based engagements
  • Other monthly costs can be controlled and completed
Invoice
  • Customizable billing rules – supporting Custom invoicing cycles and approvals
  • Multiple invoice formats and templates
  • Multiple currency and taxation support
  • Interface to Finance
  • Pdf of receipt images automatically attached to invoice
Close Tracking Period
  • Ensure all time is entered and approved on a weekly basis
Close Forecasting Periods
  • Ensure all revenues and costs are completed on a monthly basis and forecasts updated to give accurate future view
Finance Integration
  • Highly configurable Interface to Finance system to record monthly WIP/Revenues
Board reporting
  • KPI reporting and dashboards to provide management insight

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