Streamline every stage of your service projects, from intake, planning, and resource allocation to time tracking, client billing, and project closure.
The first stage of the service project life cycle begins with the sales process and project intake. This stage involves identifying potential clients, assessing their needs, and determining the project’s alignment with the organization’s capabilities.
Birdview PSA helps shorten your sales cycle and start delivering services faster by automating data transfer from CRM, making project estimates more accurate, and simplifying the proposal creation.
Once the project is approved, the next step is to create detailed plans to guide the project through its execution. This includes timeline and budget estimates, resource allocation, and scheduling.
With Birdview PSA, your team can plan faster and more accurately. Your resource utilization will improve, and your profit margins will grow.
The execution phase is where the project plan is put into action. During this stage, the majority of the work is carried out, and the project deliverables are produced.
Birdview PSA helps teams deliver amazing results by providing a better product experience, improving collaboration, and streamlining manual work. Teams work together more efficiently and achieve their goals faster.
Continuous monitoring and control are necessary throughout the project to ensure it stays on track. This stage involves tracking progress, managing changes, and making adjustments as needed.
With Birdview PSA, you gain real-time visibility into your entire delivery cycle, so you can keep costs and timelines under control and take proactive steps to deliver results on time and on budget.
As the project nears completion, the focus shifts to accounting and billing. This phase involves finalizing the financial aspects, including invoicing the client and settling any outstanding payments.
Birdview simplifies time and expense tracking for employees, helping companies eliminate billing errors, reduce bill-to-cash time, and increase billable amounts. It supports any level of billing complexity and integrates seamlessly with your existing financial system.
The final phase of the project life cycle is project closure. This stage involves completing all project activities, delivering the final product to the client, and conducting a post-project review.
Use Birview PSA to document, analyze, and leverage lessons learned. As a result, your company can optimize the existing portfolio of projects, ensuring that you can select and execute projects that align with their strategic objectives, have a higher likelihood of success, and deliver maximum value.
We were able to standardize our processes through every stage of the project life cycle
Read Full Success Story“By leveraging Birdview PSA, we were able to standardize our processes through every stage of the project life cycle while tailoring the system to fit our needs. By having all of our business systems and information integrated into one enterprise system source of truth, we can leverage powerful business analytics through custom Power BI reports.”
The service project life cycle focuses more on managing projects for professional services companies, while traditional cycles typically emphasize internal project management.
Effective project life cycle management ensures projects are completed on time and within budget, leading to higher client satisfaction, repeat business, and overall organizational growth.
Challenges include resource allocation conflicts, scope creep, communication breakdowns, and managing client expectations.
The project life cycle provides a structured approach, ensuring that all project phases are managed effectively, leading to successful project completion and satisfied clients.
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