Pipeline & Proposals
Track enquiries, write fee proposals and forecast revenue from one pipeline.
Project Management
Run delivery against budgets, deliverables and tasks with live performance visibility.
Resource Planning
Plan team capacity against live project and pipeline demand.
Time & Costs
Capture billable time and project costs against the right work.
WIP & Invoicing
Track WIP, raise invoices and sync straight to Xero, MYOB or QuickBooks.
Commercial Reporting
Live reporting across pipeline, projects, utilisation, WIP and margin.
Book a walkthrough and we’ll show how Drum connects pipeline, proposals, budgets, resourcing, time, WIP, invoicing, reporting and Xero into one practical operating system for your firm.
Consulting Engineers
Track project budgets, time and invoicing for your engineering firm.
Architects
Manage project phases, track time and invoice through Xero for your studio.
Town Planners
Track time across planning applications and invoice through Xero.
Building Designers
Manage project stages, time and budgets for your design practice.
Surveyors
Track jobs, manage field and office time, and invoice through Xero.
Book a walkthrough and we’ll show how Drum connects pipeline, proposals, budgets, resourcing, time, WIP, invoicing, reporting and Xero into one practical operating system for your firm.
Insights, frameworks, and practical guidance for professional services firms. From project management to financial performance, we cover what matters to your business.
Capacity planning prevents overcommitting and underutilising your team. Here's how to forecast demand, spot gaps, and staff projects before they start.
Scope, schedule, budget, resources, and risk — these five fundamentals determine whether projects succeed or fail. Here's how they work together in practice.
Managing risk across a programme of projects is harder than single-project risk management. Here's a practical framework with real-world examples.
QuickBooks integration done manually wastes hours each week. Connect your project tools so invoices, expenses, and contacts stay in sync.
Most service firms only see the real cost of a project after it's done. Here's how to estimate, track, and control costs while you can still change the outcome.
Earned value management combines scope, schedule, and cost into one picture of project health. Calculate EVM metrics and act on the results.
Hourly, fixed-fee, or value-based? Here's how to price consulting services, calculate your rate, structure proposals, and protect margins.
Agencies that track time properly bill 15-20% more. Here's how to pick a system your team will actually use — and connect it to your billing workflow.
When accounting software and your CRM live in separate systems, invoices get delayed and client history disappears. Here's what integration looks like.
Manual document approvals cost professional services firms hours every week. Here's how workflow software automates routing, versioning, and sign-offs.
A step-by-step checklist covering every phase of project delivery — from scoping and resourcing through to handover and post-project review.
The best consulting proposals sell the outcome, not the process. Here's a proven structure with real examples and the pricing format that closes more deals.
Getting billable hours wrong costs revenue or client trust. Here's how to calculate them, worked examples, and the mistakes most firms make.
Job cost sheets show you exactly where project money goes — labour, materials, overhead. Here's how to build one and use it to price future work accurately.
When project managers and finance work in silos, you learn projects lost money too late. Connect both sides for real-time profitability.
Cost variance shows whether your project is over or under budget, and why. Calculate it, interpret results, and act before it's too late.
Consultants need more than task boards — they need time tracking, client billing, and project profitability in one place. We compared the tools that deliver.
Scope creep is the top margin killer for consulting projects. Spot it forming, have the client conversation, and keep projects profitable.
A guide to choosing a CRM built for professional services: what features matter, why generic CRMs fall short, and how to roll one out well.
66% of services firms turn down work due to resource planning gaps. Here's how to allocate talent, balance workloads, and stop leaving revenue on the table.
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