Industry Solutions
IT & Professional Services Software Solutions
Unify client acquisition, projects, people, delivery, billing and support.
Services businesses lose margin in the gaps between sales, delivery and billing. We build platforms that carry an engagement from lead to contract, delivery, invoice and support without re-keying.
We Build. We Deploy. We Watch.
IT & Services system map
Modules are delivered incrementally and connected through a single data model, shared permissions and audited workflows.
Challenges
Where it & services operations lose time
These are the recurring problems we hear before a system replacement or first build.
Industry challenges
- Pipeline data separate from delivery planning
- Proposals rebuilt manually for every client
- Resource allocation decided without capacity visibility
- Timesheets collected late and incompletely
- Invoicing lags delivery milestones
- Project profitability known only at closure
Software we can build
Products and platforms for it & services
Software products we can build
- Professional-services ERP
- CRM and sales pipeline
- Project-management system
- Resource and capacity planning
- Timesheet and attendance system
- Client portal
- Proposal and quotation platform
- Contract and document workflows
- Billing and revenue tracking
- Support-ticket platform
- SaaS product development
- Service-performance dashboards
How we digitize
Workflows we move out of spreadsheets and paper
How we digitize the industry
- Lead-to-contract lifecycle
- Proposal generation
- Project initiation
- Resource allocation
- Timesheets
- Delivery milestones
- Client approvals
- Invoicing
- Receivables
- Support and SLA tracking
- Profitability by client/project
- Renewal opportunities
Platform architecture
Recommended module structure
A modular architecture keeps the first release small while leaving room for every later module.
Recommended platform and module architecture
CRM & pipeline
Proposals & contracts
Projects & milestones
Resourcing & capacity
Timesheets
Billing & receivables
Support & SLA
Dashboards
Integrations
Connected systems and devices
We integrate approved third-party services and existing systems rather than replacing everything at once.
Integrations and connected systems
- Code repositories
- Project tools
- Accounting platforms
- Communication platforms
- Cloud services
- Payment gateways
- Identity providers
Data, automation & AI
Where automation genuinely helps
We automate repeatable decisions and reporting, and keep human review where judgement is required.
Data, automation and AI opportunities
- Milestone-triggered invoice drafts
- Timesheet reminders and approval routing
- Capacity and bench reporting
- SLA breach alerts
- Renewal and receivable follow-up prompts
Delivery roadmap
Build. Deploy. Watch.
Delivery roadmap
Step 1
Discover
Review sales handover, delivery practice, resourcing decisions, billing rules and support flow.
Step 2
Design
Define engagement models, rate cards, approval routes, SLA policies and portal scope.
Step 3
Build
Build the CRM, project, resourcing, timesheet, billing and support modules.
Step 4
Integrate
Connect repositories, project tools, accounting, identity providers and payment gateways.
Step 5
Deploy
Configure environments, tenant/role access, security controls, backups and releases.
Step 6
Watch
Monitor adoption, SLA metrics, errors and performance with ongoing support.
Expected outcomes
What changes after go-live
Expected business outcomes
- Improved visibility from pipeline to invoice
- Reduced duplicate data entry across sales and delivery
- Faster approvals and billing cycles
- Consistent delivery and support workflows
- Centralized profitability reporting
- Better client communication through a single portal
Relevant services
How we deliver this work
Relevant Build Vaillant services
Custom Domain ERP Systems
Purpose-built ERP platforms designed around your industry, operational structure and business processes.
View ERP service detailsCRM Systems
Custom CRM platforms that connect lead acquisition, sales activity, customer servicing and business intelligence.
View CRM service detailsSaaS Product Development
Multi-tenant software products engineered from initial concept through launch, scale and continuous improvement.
View SaaS service detailsDeployment, Monitoring & Support
We stay involved beyond delivery—helping deploy, observe and support the products we build.
View Watch service details
Let's scope your it & services platform.
Share your current systems, team structure and priorities. We will come back with a module plan, delivery sequence and a first release you can use.