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Dynamic SOW Generation

  • Inclusion of approved configuration and pricing
  • Incorporation of standard language including terms and conditions
  • Professional, consistent look and feel across opportunities

Work breakdown structure

  • Export to Excel
  • Broken down by phase or line of business/practice
  • Includes all tasks and subtasks

Pricing Analysis

  • Breakdown of resource level, price, cost, and margin
  • Sort by phase or line of business/practice
  • Visibility into overhead items and travel expenses


  • Create configuration in minutes [?]
  • Leverage standard pre-approved tasks[?]
  • Customize for customer-specific requirements


  • Standard pricing rate tables
  • Variable pricing based on thresholds[?]
  • Pricing adjustments for unique customer opportunities


  • Opportunity approval workflow
  • Dynamic statement of work generation
  • CRM and PSA integration[?]

Project approval

  • Technical Approval: Make sure the project is technically sound
  • Sales Approval: Make sure you are priced competitively
  • Business Approval: Make sure the project aligns with the financial goals of the business.

Version Management

  • Track all versions of a project
  • Track changes between various versions of the same project
  • Audit History of changes

Task Approval

  • Internally Sourced Task Language and Level of Effort
  • Standards are created and approved for the organization to use
  • Drive consistency per task and level of effort


  • Sync client information from CRM opportunity to project scope
  • Stop simple mistakes like misspelling the client’s name
  • Push scoped services revenue back to CRM


  • Drive consistency syncing work breakdown to PSA
  • Deliver more profitable projects with PSA integration
  • Save PMO time by automatically creating tasks in PSA

SSO Support

  • Integrate with leading identity providers
  • Automate user creation
  • Drive compliance


  • Identify where engineers are spending their time
  • Understand which clients are requesting more services
  • Measure engineer activity


  • Better predict services pipeline
  • Track average margin per project
  • Ensure project profitability is aligned with business goals


  • Gain visibility into how long projects are taking to get approved
  • Visually track services pipeline activity over a period of time
  • Determine if the projects you are scoping are actually closing

Let's Talk

If you are interested in learning more, let’s talk. We understand where you are and would love to have a conversation.


The ScopeStack team understood what we were looking for and had experience with facing similar challenges.

Ryan Hicks CTO – Flagler