Project Management Software for Services

Why generic project management tools don't work for professional services

Generic PM tools track tasks. Professional services firms track revenue, utilisation, margin, and client relationships alongside tasks. The other problem is that generic tools are isolated: the PM tool shows task status, the time tracking tool shows hours logged, the resourcing spreadsheet shows who is allocated where, and none of them agree on the same view of a project. A custom professional services project management platform connects delivery tracking, time data, and resourcing in one place, so project health is calculated from real data rather than manually collated a week after the fact.

  • Project delivery tracking with milestones, tasks, and dependencies

  • Resource planning and utilisation reporting

  • Time tracking linked to project budget and billing

  • Client-facing project dashboards and reporting

Recent outcomes

Voice AI · Research

6× deeper insights

Text-based interviews converted to automated phone calls

AI Automation · Ops

20k+ txns day one

Manual invoice OCR across 40+ gas stations

Loyalty · Retail

1,062 users in 4 weeks

SuperValu & Centra loyalty platform with receipt validation

SaaS · Logistics

2,000+ shipments yr 1

Multi-carrier shipping hub for Indonesian eCommerce

4.9
on Clutch
See our work

The problem

Sound familiar?

  • Project managers updating status in a tool that doesn't connect to time tracking or resourcing, three separate systems that don't talk to each other, so the project health view is always a week out of date?

  • Resource allocation decided by gut feel because there's no visibility into who's available, what's on the bench, and which projects are approaching capacity?

Short answer

Professional services project management software connects project delivery, resource planning, time tracking, and client reporting in one system, so project health is based on real data rather than manual collation from separate tools. RaftLabs builds custom professional services project management platforms for consulting firms, agencies, and professional services companies that need delivery tracking and resource visibility built around how they actually run engagements.

Key takeaways

  • Revenue recognition under ASC 606/IFRS 15 is calculated automatically via percentage-of-completion, with WIP schedules produced without manual spreadsheet work.
  • Utilisation is tracked against role-specific targets (e.g. 75% billable for senior consultants), with skill-based resourcing removing the informal-network bias that overloads the same few people.
  • Approved timesheets feed billing directly, generating T&M invoice line items or triggering milestone invoices on client sign-off, with no manual step between delivery and billing.
  • A platform for a 20-100 person firm covering delivery, time, resourcing, and reporting delivers in 14-18 weeks; client portal and accounting integration add 6-10 weeks.

Trusted by

Vodafone logo
Aldi logo
Nike logo
Microsoft logo
Heineken logo
Cisco logo
Calorgas logo
Energia Rewards logo

Project management delivery, by the numbers

products shipped
100+
industries served
24+
cost delivery
Fixed
week delivery cycles
12-14

Why generic project management tools don't work for professional services

A custom platform connects delivery tracking, time data, and resourcing in one place. Project health is calculated from real data, hours logged against budget, milestones completed against plan, resources allocated against demand, not assembled manually every reporting cycle.

Capabilities

What we build

  • 01
    Project setup and scoping

    Phase and milestone budgets configured per fee structure, with ASC 606/IFRS 15 revenue recognition and WIP tracking built in.

  • 02
    Task and milestone management

    RAG-status milestone rollup, a project risk register, and bidirectional sync with your existing task tools.

    Built with
    JIRA · Asana · ClickUp
  • 03
    Resource planning and utilisation

    Skill-based assignment and forward-looking demand views, with utilisation tracked against role-specific targets.

  • 04
    Time tracking

    Budget-linked timesheets with threshold alerts, feeding billing and accounting journal entries automatically on approval.

    Built with
    Xero · QuickBooks
  • 05
    Client reporting and portal

    Auto-generated status reports and a client portal with milestone tracking, deliverable sign-off, and an audit-logged approval trail.

  • 06
    Financial reporting

    Revenue forecasting, margin by project and client, and WIP reporting supporting monthly close and audit evidence.

How we work

From scope to live delivery platform

  1. Week 1
    01

    Delivery and resourcing scoping

    We map how your firm manages delivery, resources, and client reporting today and where the gaps are. You leave week 1 with a written scope document and a fixed-price quote.

  2. Weeks 2-5
    02

    Financial model and integration design

    Billing models, revenue recognition logic, and accounting integration designed against your engagement types.

  3. Weeks 6-14
    03

    Build and integrate

    Delivery tracking, resourcing, and time tracking built in parallel, tested against real engagement scenarios.

  4. Final 2-3 weeks
    04

    Launch and team training

    Project managers and finance staff trained on the new workflow before full rollout.

Why us

Why consulting firms choose RaftLabs

  • 01
    Senior engineers build what they scope

    The engineers who assess your engagement model also build the solution. No bait-and-switch, no offshore handoff after the contract is signed.

  • 02
    Fixed price before development starts

    We scope the work, calculate the cost, and lock it in writing before any development starts.

  • 03
    9 years and 100+ products shipped

    Clients include Vodafone, T-Mobile, Aldi, Nike, Cisco, and Lockheed Martin. Track record building professional services platforms.

  • 04
    Financial model built in, not bolted on

    Revenue recognition, WIP, and margin reporting are core architecture, not an afterthought.

  • 05
    Integrates with your existing task tools

    JIRA, Asana, or ClickUp stay in place; the platform syncs rather than replaces.

Have a project management software project?

Tell us how your firm manages delivery, resources, and client reporting today and where the gaps are. We will scope a platform built around how your engagements run.

Talk about your project management software project

Related services

Professional Services Project Management Software, scoped in one call.

Tell us what's broken. Within one business day you get a straight take on cost, timeline, and the right first step. No deck, no pressure.

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Frequently asked questions

A generic PM tool tracks tasks, due dates, and assignees. Professional services software connects task management to the financial model of the engagement: budget consumption, billing milestones, resource cost, and margin, across fixed price, T&M, and retainer billing models in the same platform.

When a task is created and assigned, the system records that person's commitment for the hours and dates on that task, and the resource view aggregates commitments across all projects to show total allocation by week. When a project slips, the impact on the resource plan is visible immediately.

Yes. Billing model is configured at the project level. Fixed price projects invoice at milestones, T&M projects invoice from approved timesheets against the rate card, and retainer projects track hours against a retainer bank, all consolidated in the same financial reporting.

A platform covering project setup, task and milestone management, time tracking, resource planning, and financial reporting for a firm of 20 to 100 people typically takes 14 to 18 weeks. Client portal and automated reporting add four to six weeks; accounting integrations add two to four weeks.

Work with us

Tell us what you need. We'll tell you what it would take.

We scope Professional Services Project Management Software in 30 minutes. You walk away with a clear cost, timeline, and approach. No commitment required.

  • Scope and cost agreed before work starts. No surprises. No obligation.
  • Working prototype within 3 weeks of kickoff.
  • Pay by milestone. You see progress before each invoice.
  • 60-day post-launch warranty. Bug fixes, UI tweaks, and deployment support. No retainer.
  • All conversations are NDA-protected.

Go deeper

Browse our case studies

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