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Professional services

Client Scoping & Proposal Management

Move a client brief through qualification, effort and responsibility estimates, commercial review, approval and delivery handover.

Request a tailored demonstrationExplore the interface

12 workspace menus · 5 role profiles · Connected records

Designed for professional services directors and engagement partners

Client Scoping & Proposal Management workspace interface preview; illustrative records and figures.
Client Scoping & Proposal Management — operational workspaceInterface preview · Illustrative dataView full interface →

Explore the system interface.

Operational workspace and record review. Select a screen to inspect it in full.

Client Scoping & Proposal Management workspace interface preview; illustrative records and figures.
Client Scoping & Proposal Management — operational workspaceInterface preview · Illustrative dataView full interface →
Client Scoping & Proposal Management record interface preview; illustrative records and figures.
Client Scoping & Proposal Management — record and workflow reviewInterface preview · Illustrative dataView full interface →

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Engagement / practicePeriodAssigned teamReview state

Dashboard measures

  • Active operational records
    Count of all records in the selected workspace.
  • Review queue
    Records at the third stage of the business workflow.
  • Needs attention
    Records with an assigned review requirement.
  • Final-stage records
    Records in the fourth business workflow stage.

Business workflow and operating scope

Move a client brief through qualification, effort and responsibility estimates, commercial review, approval and delivery handover. A proposal can create delivery commitments that are difficult to trace back to the assumptions used to price and approve it. The system connects the client brief, scope boundaries and commercial exceptions to an approved proposal and a clear handover to the delivery owner.

Operational visibility

  • Proposal approval cycle time
  • Volume and conversion dashboard
  • Pending actions / exceptions
  • Cycle time and service outcome report
  • Customer / partner history

Operations

Operational overview

Review the work position and priority actions.

Client brief intake

Coordinate client brief intake with assigned responsibilities, linked records and review history.

Opportunity qualification

Coordinate opportunity qualification with assigned responsibilities, linked records and review history.

Deliverable scoping

Coordinate deliverable scoping with assigned responsibilities, linked records and review history.

Effort and responsibility estimates

Coordinate effort and responsibility estimates with assigned responsibilities, linked records and review history.

Commercial exception review

Coordinate commercial exception review with assigned responsibilities, linked records and review history.

Proposal approval

Coordinate proposal approval with assigned responsibilities, linked records and review history.

Delivery commitment handover

Coordinate delivery commitment handover with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

01

Qualify the brief

Qualify a client brief and desired deliverables.

02

Estimate the engagement

Estimate effort, responsibilities and commercial assumptions.

03

Review terms and scope

Review scope, fees and contractual exceptions.

04

Approve and hand over

Approve the proposal and transfer accepted commitments to delivery.

Governance and control

  • Customer and partner records require unique identity and controlled access.
  • Eligibility, entitlement or service rules must be configurable.
  • Material exceptions require an authorised reviewer.
  • Financial or status-changing actions require confirmation and audit history.
  • All external communications must be linked to the underlying transaction or case.

Accountable roles

Engagement lead
Subject matter reviewer
Commercial reviewer
Proposal approver
Delivery manager

Permissions are configured and tested for the agreed responsibilities.

Data, interfaces and operating requirements.

Core records

Customer / partnerRequest / orderProduct / serviceEligibility / entitlementDecisionTransactionCommunicationCompletion / settlement

Systems and interfaces

  • Client and opportunity records
  • Approved fee models
  • Document and electronic approval services

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
Core application; fee models, professional terms and engagement acceptance checks.

Mobile and tablet access

Review proposal status and complete authorised approvals from responsive views.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

Apple App Store ↗Google Play ↗

AI extensions

Draft a proposal outline from approved scope material for engagement lead review.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

An example operating scenario

See the process, its exception and the evidence.

A client brief is scoped with explicit assumptions. A commercial reviewer returns a contractual exception for resolution, the approved position is incorporated and the proposal is authorised. Delivery receives the accepted scope, responsibilities and exclusions.

What to review

  • A saved end-to-end transaction
  • An exception and its authorised resolution
  • Different operator, approver and reviewer permissions
  • Final records, history and the relevant report
Discuss this solution

Questions before implementation.

How is this system adapted to our organisation?

Roles, approval authority, business rules, records and reporting are configured around your operating model. Scope definition connects the required business outcome to workflows, interfaces and acceptance criteria.

How are approvals and responsibilities defined?

Operators, reviewers and authorised decision makers have defined responsibilities. Approval limits, exception handling and access permissions are agreed with your business owners and tested against the selected workflows.

Can it connect with our existing systems?

Interface requirements cover your existing business systems, data ownership, mapping and authentication. Connection design and testing form part of the agreed implementation scope.

What will we review in a solution walkthrough?

Start with a relevant business transaction, then review its approvals, an exception, role permissions and final records. Discuss the integrations, reporting and operating requirements that matter to your organisation.