Accelerator ยท Delivery operations
One view of time, effort and support across every client engagement
Kanban brings a services team's time, projects, client support and renewals into one place, and connects the work delivered to the invoices raised for it.
Hours used and remaining, always visible
Support time captured as it happens
Effort, revenue and margin per engagement
The challenge
The problem it solves.
Margins rarely disappear in one place. They leak through the gaps between how work is done, recorded and billed.
01Effort goes unrecorded
Quick fixes and client calls are rarely logged.
02Support is invisible
A request lands in one person's inbox, out of the team's sight.
03Overruns are found too late
They surface after the fact, not while there is time to act.
04Renewals slip
Contracts lapse or are billed late because the date lived in a calendar.
What we built
What Kanban covers.
Engagements and time
- Projects with client, scope, period and planned hours
- Monthly and annual engagements that carry history forward
- Time logged with a note, and warnings before planned hours run out
Support
- Requests by email into a shared queue, with replies threaded
- Requests reopen when the client writes back; snooze and merge built in
- Time recorded against the engagement as the team replies
Billing and reporting
- Renewals raised automatically, with proforma and tax invoices in Zoho Books
- Planned versus actual effort, revenue and margin across active engagements
- Downloadable timesheets to share with clients
Impact
What it changes.
- Every hour accounted for, against the right client
- Support the whole team can see
- Effort managed, not discovered
- True margins per engagement
Connects to
Zoho Books for proforma invoices, tax invoices and payment status; a client portal for support requests.
Your process could be next.
Tell us what is holding your team back. We will show you what it would take to fix it, and how fast.