CETERYX FOR PROFESSIONAL SERVICES
Your AI + BI Partner
for your Project-Driven Firms
Consolidate CRM, PSA, ERP, and delivery tools, Salesforce, NetSuite/Workday, Jira, Timesheets, into a governed, real-time backbone. Boost utilization, protect margins, forecast capacity precisely, and accelerate cash flow.
Where profitability leaks in
Modern professional services
Project-driven firms run on precision. But scattered systems, manual workflows, and fuzzy forecasting quietly drain margin. These are the six most common traps we fix.
Fragmented data across CRM, PSA, and ERP
Salesforce, NetSuite or Workday, Jira, and timesheets do not speak the same language. Pipeline, delivery, and finance each see a different truth, so forecasts drift, handoffs break, and reporting takes days.
Volatile utilization and costly bench time
Skills are not mapped to demand early enough. Benches grow while hot projects scramble for talent, which hurts billable mix, morale, and client experience.
Revenue leakage from time, scope, and discounts
Late or missing timesheets, out-of-scope work, and last-minute markdowns erode gross margin. By month end it is too late to recover what slipped.
Unreliable project forecasting
Pipeline does not translate into capacity plans. Project managers lack early risk signals on burn, cost to complete, and dependencies, which leads to overruns and difficult conversations.
Slow billing and long DSO
Manual approvals and WIP reconciliation delay invoices, and errors spark disputes. Cash arrives weeks late, throttling growth and stressing working capital.
Knowledge trapped in silos
Winning proposals, playbooks, and SME expertise are not discoverable. Teams rebuild from scratch, response cycles lag, and win rates stall.
One AI and BI backbone
for project-driven firms
We unify CRM, PSA, ERP, and delivery tools on a governed lakehouse, then layer predictive models and LLM copilots to protect margin, raise utilization, and accelerate cash.
Unify data with a Services Lakehouse
Microsoft Fabric + connectors for Salesforce, NetSuite/Workday, Jira, Tempo, etc., deliver one audit-ready, real-time view.
Utilization & Capacity Optimizer
Utilization &
Capacity Optimizer
AI forecasts demand and auto-matches skills/locations to projects to reduce bench time.
Intelligent Billing & WIP Control
Intelligent Billing &
WIP Control
Detects missing time, flags margin erosion, automates invoice creation/approvals.
Project Health & Margin Cockpit
Project Health &
Margin Cockpit
Live cost-to-complete, burn, and risk alerts so PMs intervene early.
Pipeline-to-Delivery Planner
Pipeline-to-Delivery
Planner
Links sales scenarios to hiring/subcontracting plans for accurate resourcing.
Knowledge Graph & Proposal Copilot
Knowledge Graph &
Proposal Copilot
LLMs mine prior engagements, resumes, and SOWs to speed RFP responses and boost win rate.
Proven Outcomes in Financial Services: From Real-Time Fraud Defense to Personalized Growth and Efficient Cloud Operations
Staffing Company
Utilization & Capacity Optimizer
Salesforce, PSA, and timesheets converged in a services lakehouse. AI matched skills to pipeline, reducing idle time and smoothing delivery.
Law Firm
Intelligent Billing & WIP Control
Automated time validation, scope alerts, and invoice approvals shortened cycles and cut write‑offs, improving cash flow and margin.
Why Professional Services Institutions
Choose Ceteryx
Clients typically see results in the first quarter. We tie fees to these outcomes to keep incentives aligned.
utilization uplift
AI matching reduces bench time and fills gaps earlier.
project gross-margin gain
Early risk alerts and WIP controls cut write-offs and discounting.
time-to-invoice
Automated time validation and approval workflows accelerate billing.
DSO reduction
Cleaner invoices and faster approval loops bring cash forward.
proposal win rate
Proposal Copilot reuses proven assets and pricing to close more deals.
time to first value
Lakehouse + prebuilt dashboards deliver a live use case rapidly.
FAQ
Yes, solutions are deployed into your Azure/AWS/GCP tenancy.
Field-level encryption, row-level security, SOC 2 Type II controls.
Hybrid connectors let you modernize at your own pace.
Choose ad-hoc hours or a managed-service retainer.
100+ connectors across Azure, Snowflake, Power BI, Databricks, dbt and more.
Elevate utilization and margins with AI-ready analytics
See how we unify CRM, PSA, ERP, and delivery data to stop leakage, forecast capacity, and accelerate cash.
