Client documents and knowledge libraries
Connect client documents and knowledge libraries with named record owners, appropriate access and a validated end-to-end workflow.
Rektrs Consulting & professional services Management System
Management software for consulting & professional services workflows, records and reporting.
Product operating scope
Connect the records.
Support the people.
Advisory firms need secure client records, project visibility and dependable collaboration tools. The implementation connects the named sector modules with controlled permissions, integrations and a maintainable handover.
Implementation priorities
- Role-based workspaces and owned records
- Integrations and reporting defined for your organization
- Configuration, migration, training and support planning
Project, time and billing records
Connect project, time and billing records with named record owners, appropriate access and a validated end-to-end workflow.
Client portals and secure collaboration
Connect client portals and secure collaboration with named record owners, appropriate access and a validated end-to-end workflow.
Management dashboards & permissions
Provide role-based operating views, reporting definitions and reviewable changes.
Implementation & handover
A clear path into operation.
Agree the organization, branches, users and records in scope. We review deployment readiness, required modules and connections to your retained systems, then define configuration, migration, validation and training milestones.
Cloud, hybrid or on-premise options are assessed against the selected product and operating requirements. The proposal sets data ownership, access, backup, maintenance and support responsibilities.
Industry workflowsConsulting & professional services