On-Demand Webinar

Profitability Under Control:  Smarter Project Planning for Service Based Firms

This is the first part of a two‑part series. Check out the second webinar: Future-Proof Your Firm: Aligning Talent & Revenue for Sustainable Growth

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  • Forecast Billable Hours & Revenue with Precision
    Model client and project performance across multiple variables and compare scenarios side-by-side.
  • Track Backlog, Progress & Overruns
    Implement practical methods to monitor % completion and identify early warning signs of budget drift.
  • Reveal True Portfolio Profitability
    Allocate personnel, overhead and shared costs to understand which accounts really drive margin.
  • Integrate Seamlessly with Your ERP Systems
    Including Aderant Expert, SAP S/4HANA Professional, Microsoft Dynamics, Netsuite and other professional services–focused platforms.
  • See Real-World Use Cases
    Learn how top firms improve project margins through integrated planning tools connected to their ERP.

From Forecast to Financial Control

In today’s competitive environment, profitability hinges on precise, proactive project planning. In this session, you’ll discover how leading firms forecast billable hours, revenue, and margins with confidence. Learn how to track backlog, prevent overruns before they happen, and segment revenue to reveal true account-level profitability.

Through practical examples and integrated planning demonstrations, you’ll walk away with the tools and frameworks needed to take control of your firm’s financial outcomes and eliminate guesswork from project performance.

Roderick Ongpaov
Regional Director A/NZ, Jedox

Adam Elvin
Senior Consultant – Solution Advisory, Jedox