Client
company · contacts · client ownership · relevant information
Project & Engagement Management for Professional Services
Run every client engagement from scope to billable delivery.
organitz connects clients and contacts, projects and recurring engagements, ownership, budgets, services, project time, rates, and billability in one operational workflow.
Know what was agreed, who owns the work, what has actually been delivered, and what can be billed.
Projects & recurring engagements · Service capture · Web & Mobile · Swiss data hosting
The complete client engagement in one context.
Engagement
project · recurring engagement · scope · budget · duration · deadlines
Delivery
activities · services · project time · ownership · documentation
Commercial Context
rates · terms · billable / internal
Work stays connected with the engagement it was delivered for.
Manage projects and recurring engagements together.
Professional-services businesses rarely operate through one-off projects alone.
They often manage a combination of defined projects and ongoing or recurring client engagements.
Project
Defined work with scope, ownership, budget, duration, and deadlines.
Recurring Engagement
Ongoing client work with recurring services, responsibilities, commercial terms, and deadlines.
organitz supports both within the same client structure.
Recurring work does not need to be recreated as a new disconnected project every time.
Capture delivery where it belongs.
Knowing that someone worked for three hours is not enough to manage client delivery.
You also need to know:
- For which client?
- For which project or engagement?
- What activity or service?
- Who delivered it?
- How much time?
- At what rate?
- Billable or internal?
organitz connects these dimensions as the work is captured.
Client
Project / Engagement
Activity / Service
Time
Rate
Billability
Project and service time can also be captured on mobile.
Employee working time and client delivery answer different questions.
Employee Time Tracking
How much should this person work – and how much did they actually work?
Employment capacity, schedules, leave, and working-time rules belong to the employee context.
Explore Employee Time TrackingProject & Service Time
Where did that time create client value?
Client, engagement, activity, service, rate, and billability belong to the delivery context.
organitz keeps both perspectives connected without turning them into the same process.
Define the commercial framework with the engagement.
Every engagement needs a clear operating framework.
organitz can keep:
budget · service scope · rates · commercial terms · ownership · duration
directly with the relevant project or engagement.
Everyone can therefore understand what was agreed and the framework within which the work should be delivered.
Actual services remain connected to that context.
Detailed analysis of actual performance and profitability belongs in Project Profitability.
Keep ownership, deadlines, and documents with the work.
organitz connects projects and engagements with:
Client & engagement owners
Teams & responsibilities
Milestones & deadlines
Agreements
Documents
Relevant operational history
The team can see who owns the engagement, what was agreed, and what needs attention next.
One engagement. Connected downstream processes.
Client
→ Project / Engagement
→ Service
→ Project Time
→ Rate & Billability
Each process answers a different business question while working from the same operational context.
Then
Resource Planning
Who can take on upcoming work?
Billing
Which delivered services and billable costs are ready for invoicing?
Project Profitability
How is the engagement performing economically?
Built for businesses that sell professional expertise.
Accounting & Advisory · Consulting · IT & Software Services · Agencies · Architecture & Engineering · Professional Services
For recurring professional services, the operating model is simple:
Client
Engagement
Owner
Service
Time
Billability
Frequently Asked Questions
Yes. Defined projects and ongoing engagements can both connect with clients, ownership, scope, budgets, deadlines, agreements, documents, and delivered services.
Project and engagement management defines the client work and its operating context. Project and service time captures what was actually delivered within that context. organitz connects both.
Yes. Services and project time can be associated with the relevant client, project or engagement and activity.
Yes. Rates and the relevant billing context can remain associated with the engagement and the services delivered.
Yes. Budgets and relevant commercial terms can be maintained with the engagement. Detailed actual-versus-budget and profitability analysis belongs in Project Profitability.
Yes. organitz includes operational client and contact management. An existing sales CRM can remain in place and connect where appropriate.
Run client delivery as one connected process.
Connect clients, projects and recurring engagements, ownership, services, project time, budgets, rates, and billability in one operational system.
We'll show you organitz around your own client, project, and engagement structure.