Scopestack helps you close more services business at a higher margin with less effort and reduced risk.
It is a flexible solution that enables a quick turn around of services statements of work while ensuring that accuracy and proper approvals are in place.
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
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
CRM
- 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
PSA
- 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
Analytics
- Identify where engineers are spending their time
- Understand which clients are requesting more services
- Measure engineer activity
Profitability
- Better predict services pipeline
- Track average margin per project
- Ensure project profitability is aligned with business goals
Visibility
- 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.
Testimonials
The ScopeStack team understood what we were looking for and had experience with facing similar challenges.
Ryan Hicks CTO – Flagler