Your partners bill 2,000 hours a year. You still cannot tell which engagements make money.

Professional services firms sell time. The economics of the business depend on utilization rates, realized rates, project margins, and the balance between pipeline and delivery capacity. These are straightforward metrics. The problem is that the data to calculate them accurately lives in three or more disconnected systems.

The PSA tracks hours. The accounting system tracks invoices and payments. The CRM tracks relationships and pipeline. Spreadsheets fill the gaps. Every month, someone assembles a partner report by exporting data, reconciling differences, and formatting it into something presentable. By the time a project shows up as unprofitable, it has been unprofitable for months. By the time the pipeline outpaces delivery capacity, the firm has already over-committed.

Unified profitability and utilization reporting. We connect PSA, CRM, and financial system data into a single warehouse and build transformation models that calculate utilization, realized rate, and project-level margin in real time. Practice leads and managing partners get dashboards that replace the monthly spreadsheet exercise with numbers they can check any morning.

Process automation that breaks the headcount constraint. Most professional services firms hit a ceiling where growth requires proportional headcount because too many processes are manual: data entry, reporting, resource allocation, timesheet reconciliation, client reporting. We automate the workflows that create that linear relationship. At Caption Partners, this allowed the fund to quadruple with only 2 additional hires.

CRM and financial system integration. Professional services firms typically run a CRM, an accounting system, and a PSA that were never designed to talk to each other. We build the integration layer — reverse ETL pipelines, real-time change data capture, governed transformation models — that keeps all systems current and replaces manual data requests with self-service reporting. For a financial networking platform, this approach unified their CRM, accounting, and application data into a single analytical layer.

Pipeline and capacity forecasting. We build analytics that connect sales pipeline data to delivery team capacity, so firm leadership can see whether new business requires hiring, subcontracting, or managed scheduling. This replaces the informal capacity planning that most firms rely on.

CorrDyn is a professional services firm. We understand the economics of selling expertise: the tension between utilization and quality, the challenge of scaling without proportional headcount growth, the importance of knowing which clients and projects actually make money. We build for professional services firms the same infrastructure we depend on ourselves, and we stay engaged long enough to see it through. Our average client relationship is over 5 years.