Professional Services ERP

Professional Services ERP built around people, projects and performance.

Connect projects, people, time, billing, expenses, finance and client information through one connected ERP environment.

At a Glance

Control the complete services lifecycle.

Bring projects, resources, time, billing and business information together so service teams can operate with greater clarity.

Project Control

Plan and monitor projects, milestones and delivery activity.

Resource Visibility

Connect people, capacity and project requirements.

Time & Billing

Connect time, expenses, invoices and project activity.

Profitability Insight

Understand project performance and financial outcomes.

Industry Challenges

Service delivery becomes harder when projects and finance are disconnected.

Professional services teams need accurate information across clients, projects, people, time and finance.

Disconnected Project Data

Project information spread across systems makes delivery oversight difficult.

Resource Uncertainty

Limited visibility into people and capacity makes planning harder.

Manual Time Tracking

Manual time and expense processes can delay billing and reporting.

Billing Complexity

Project billing needs to stay aligned with work performed and commercial terms.

Limited Project Profitability

Management needs connected project cost and revenue information.

Slow Management Reporting

Decision-makers need timely information across projects and financial performance.

One Connected ERP

Connect every stage of service delivery.

Jizai connects clients, projects, people, time, billing and finance without unnecessary silos.

01 · PLAN

Projects

Define projects, milestones, deliverables and requirements.

02 · STAFF

Resources

Connect people, capacity and project assignments.

03 · TRACK

Time & Expenses

Capture time, expenses and project activity.

JIZAIERPConnected Operations
04 · BILL

Billing

Connect project activity with invoicing and commercial terms.

05 · FINANCE

Accounting

Connect project transactions with financial reporting.

06 · INSIGHT

Analytics

Turn project data into management insight.

Industry Capabilities

Professional services capabilities in one platform.

Connect projects, resources, time, expenses, billing, finance and reporting.

Project Management

Keep project scope, status, ownership and delivery information together in one structured workspace.

Project Planning

Define timelines, milestones, responsibilities and delivery priorities before work begins.

Resource Management

Match people and capacity with project requirements for clearer resource planning.

Time Tracking

Capture time against projects and activities to support delivery, costing and billing workflows.

Expense Management

Record project-related expenses and keep them connected with delivery and financial processes.

Milestones

Track key delivery milestones, dates and ownership so commitments remain visible.

Client Management

Keep client information connected with projects, commercial activity and service delivery.

Billing & Invoicing

Connect approved project activity, time and commercial terms with billing and invoicing workflows.

Contract Tracking

Track important contract information and commercial commitments alongside the related client or project.

Finance & Accounting

Connect operational transactions with financial information.

Document Management

Keep project documents linked to the work, client and records they support.

BI & Reporting

Turn operational information into useful management insight.

Connected Workflow

From client requirement to profitable delivery.

Keep project, resource, time, billing and financial information connected throughout the service lifecycle.

01 · DEFINE

Project Scope

Understand client requirements, deliverables and commercial priorities.

02 · PLAN

Resources

Assign people, capacity and project responsibilities.

03 · DELIVER

Project Work

Coordinate milestones, tasks and service delivery.

04 · BILL

Commercials

Connect time, expenses and milestones with billing.

05 · REPORT

Performance

Connect project activity with profitability and finance.

Business OverviewLive View
Operational Progress82%
Active Records24
Data Status94%
Business Visibility

See projects as they happen.

Connect operational information to help management understand delivery, resources, time and project performance.

Talk to Our Team →
Connected Operations

Keep project information connected.

Maintain visibility across people, projects, time and client deliverables through connected workflows.

Project Control

Maintain clear information around milestones, tasks and delivery.

Resource Visibility

Understand capacity, assignments and project requirements.

Client Traceability

Keep project and billing records connected throughout delivery.

Business Intelligence

Turn project data into insight.

Connect projects, people, time, billing, expenses, finance and client information through one connected ERP environment.

PROJECTSDelivery

Understand project progress and operational performance.

PEOPLEUtilization

Monitor resource allocation and capacity.

BILLINGRevenue

Connect project activity with billing and invoicing.

MARGINProfitability

Bring project cost and revenue information together.

Why Jizai

Built for services. Designed to scale.

Jizai brings the workflows surrounding professional services into one connected ERP environment.

Project-Centric Operations

Connect delivery, people, time, billing and finance around projects.

Resource Visibility

Maintain a clearer view of people, assignments and capacity.

Real-Time Insight

Bring project and financial information together for decisions.

How Jizai Makes It Easier

From service complexity to connected operations.

Understand your delivery model, configure workflows, connect teams and improve project visibility.

01 · UNDERSTAND

Map Your Delivery

Understand clients, projects, resources and delivery requirements.

02 · CONFIGURE

Build Your Workflow

Configure ERP workflows around your service model.

03 · CONNECT

Unify Your Operations

Connect projects, people, time, billing and finance.

04 · OPTIMIZE

Improve Continuously

Use connected information and reporting to improve performance.

Common Questions

Professional Services ERP FAQs

Practical answers about projects, resources, time, billing, reporting and integration.

Can Jizai manage project-based service operations?
Yes. Project, resource, time, billing and financial workflows can be connected in one ERP environment.
Can time and expenses connect with project billing?
Yes. Time and expense information can stay connected with project activity and billing workflows based on the agreed operating model.
Can Jizai report project profitability?
Connected project revenue, cost and resource information can support management reporting and profitability analysis.
Can Jizai integrate with existing service systems?
Relevant systems can be connected through available APIs or tailored integration approaches based on the required data flow.
Ready to connect your operations?

Bring projects, people, billing and business decisions together.

Discover how Jizai ERP can create a more connected business environment around your processes, people and operational requirements.

Request a Demo →