Professional services
technology delivered
in days, not quarters
From PSA integration to client portals, we deliver professional services technology that protects margins and improves delivery consistency. DAISA maps your systems and ships working code before traditional consultants finish scope.
Professional Services technology,
delivered in days.
PSA & ERP Integration
Connect your Professional Services Automation platform (Salesforce PSA, Certinia, Mavenlink, Kantata) with ERP, billing, and HR systems — automating resource allocation, time tracking, and project financials.
Client Portal Development
Build branded self-service client portals for project status, deliverable review, invoice approval, and communication — reducing account management overhead while improving client satisfaction scores.
Time, Billing & Revenue Recognition
Automate time capture, invoice generation, milestone billing, and ASC 606 revenue recognition — connecting your PSA to NetSuite, QuickBooks, or Sage with zero manual reconciliation.
CRM & Business Development
Optimize Salesforce, HubSpot, or Microsoft Dynamics for professional services — with proposal automation, pipeline forecasting, and win/loss analytics that drive revenue predictability.
Knowledge Management Systems
Build internal knowledge bases, project template libraries, and methodology repositories — making institutional knowledge searchable, reusable, and accessible across distributed teams.
Utilization & Delivery Dashboards
Real-time dashboards showing billable utilization, project health scores, margin by engagement, and resource capacity — giving leadership the data to optimize delivery and protect margins.
We know exactly what breaks
in professional services technology.
Billable Utilization & Resource Management
The Problems
Utilization tracking is done in spreadsheets updated weekly — by the time under-utilized resources are identified, the margin impact is already locked in for the month
Resource allocation decisions are made without visibility into future project demand — consultants get over-allocated on one project while bench time accumulates elsewhere
No automated signal when a project is trending toward budget overrun — PMs find out when time is already spent, not when there's still room to course-correct
Staff skill inventory and certification tracking aren't connected to resource planning — the best-fit person for a project isn't always the one who gets assigned
▸ How We Deliver It
DAISA builds real-time utilization dashboards connected to your PSA and time-tracking systems, creates predictive resource demand models, and automates over-budget alerts — shifting resource management from reactive monthly reviews to proactive daily visibility.
Revenue Leakage & Billing Friction
The Problems
Time not logged within 24 hours gets forgotten, estimated, or never captured — industry research shows 15–20% of billable hours are lost to incomplete time tracking in professional services firms
Invoice generation requires manual review of time entries, expense reports, and contract terms — a billing cycle that should take hours takes days and is prone to errors that trigger disputes
Fixed-fee engagements with scope change requests have no automated tracking — additional work gets delivered without formal approval, and the firm absorbs the cost
ASC 606 revenue recognition requires complex calculations across milestone, percentage-of-completion, and time-and-materials contracts — managed in spreadsheets with audit risk
▸ How We Deliver It
DAISA builds automated time capture prompts, invoice generation workflows connected directly to your PSA data, scope change request tracking with automated approval workflows, and ASC 606 revenue recognition calculations — eliminating billing friction and the revenue leakage that comes with it.
Client Experience & Delivery Consistency
The Problems
Client deliverable reviews, approval cycles, and status updates still happen through email threads — creating version control chaos and leaving clients without clear visibility into project progress
Onboarding new clients requires re-creating the same project setup manually each time — no standardized templates, kickoff checklist automation, or repeatable workflow library
Satisfaction surveys (NPS, CSAT) are sent manually after engagements and rarely analyzed systematically — there's no early warning system for at-risk relationships
Knowledge from completed engagements isn't captured in a reusable form — the next team doing similar work starts from scratch, reinventing approaches that already exist inside the firm
▸ How We Deliver It
DAISA builds a client portal for transparent project visibility, creates standardized onboarding and delivery workflow templates, automates satisfaction measurement with at-risk alerting, and builds a searchable knowledge base that captures and surfaces institutional methodology across every engagement.
Cloud Nerd + DAISA — how it works
We're an IT consulting firm — real experts who specialize in your exact tech stack. We scope the engagement, define what needs to be built, and stay accountable for the outcome. Think of us as the senior consultant who actually knows your tools and never disappears after the kickoff call.
DAISA is our proprietary AI platform — six specialized agents that automate the full software development lifecycle. While a traditional firm bills 6 consultants for months of work, DAISA's agents run in parallel around the clock: analyzing requirements, designing architecture, writing production code, running tests, reviewing quality, and deploying — in hours or days.
The expertise of a senior consulting team, delivered at AI speed. You get real strategy (from us) and real code (from DAISA) — with two human approval checkpoints before anything ships. No black box, no surprises. Just outcomes, in days instead of months.
How Cloud Nerd delivers
across your whole organization.
Real-time margins and utilization firm-wide
Live dashboards: billable utilization, revenue per consultant, margin by engagement
Pipeline-to-delivery forecasting that makes revenue predictable
Automated early warning when engagements trend toward margin erosion
Consistent delivery with standardized playbooks
Repeatable project templates and kickoff automation across every engagement
Resource allocation tools that match skills to project requirements
Methodology knowledge base that makes institutional expertise accessible to all teams
Automated proposals and pipeline visibility
Proposal generation and approval workflows that cut proposal turnaround by 60%
CRM pipeline forecasting with win probability models trained on your historical data
Account expansion alerts when delivery data signals a client is ready for the next engagement
Automated billing and ASC 606 compliance
Invoice generation directly from PSA time data — no manual review required
ASC 606 revenue recognition calculated automatically, not in spreadsheets
60–80% less than traditional PSA implementation and consulting costs
There is exactly one
thing we will not do.
Everything else we ship — fast, owned by your team, with senior engineers on the call. Here is the single exception.
You need an org-wide ERP migration to NetSuite, Workday, or SAP with hundreds of consultants and quarterly steering committees.
Pick a Big 4 firm or top-tier ERP partner. That model exists for full ERP transformations.
You need a strategic operating model redesign across delivery, sales, and back office.
Pick Bain, McKinsey, or BCG. We build the systems that operationalize their strategy.
You want long-term managed services for your PSA, billing, and CRM systems.
Pick a traditional MSP. We deliver code your team owns and operates.
Everything else? Let’s build it.
Ready to modernize your professional services technology?
Book a 30-minute strategy call. We will walk through your specific PSA, billing, and delivery stack, identify the highest-impact projects, and show you what we would build first. No pitch deck, just specifics.