Bijection for Consulting
Who is free, and is it profitable?
Staffing and margin become queries over roles, time and invoices, not a weekly reconciliation.
- Staffing a project
- Change requests
- Monthly billing
- Timesheet reminders
- Rate changes
- Project close-out
Staffing next month means reading a spreadsheet of roles, a project tool for assignments and timesheets that are a week behind. Margin comes later, once someone has matched time entries against rates and invoices by hand.
Bijection links people, roles, assignments, time and invoices, so availability and margin are queries anyone can run, and a staffing change can be reviewed before it takes effect.
Staffing a project
Starts: A deal is marked won in Salesforce
- List people with the right skills who roll off before the start date.
- The practice lead proposes a team.
- Assignments are created in the project tool once approved.
Change requests
Starts: A client asks for more scope
- Preview the effect on budget, dates and staffing.
- The engagement lead approves or declines.
- Approved changes update the plan and the budget together.
Monthly billing
Starts: The last working day of the month
- Collect approved time, expenses and reached milestones.
- Each invoice line keeps the entries behind it.
- The engagement lead reviews the draft before it is sent.
Timesheet reminders
Starts: Friday afternoon
- Find people with missing or partial timesheets.
- Remind each of them directly.
- Managers see who is still missing on Monday.
Rate changes
Starts: A client’s rate card changes
- Preview which engagements and invoices it affects.
- Finance approves.
- The new rates apply from the effective date.
Project close-out
Starts: The last milestone is accepted
- Check that all time is billed and expenses are cleared.
- Release the team’s assignments.
- Record the final margin with the entries behind it.