Professional Services Use Cases

Professional-services EPM and EDM roadmaps should align pipeline, resource, workforce, project profitability, revenue recognition, tax, close, and governance capabilities.

Primary EPM/EDM Pillar	Industry Use Case
Planning	Sales pipeline and backlog forecasting
Planning	Billable-rate management and pricing scenarios
Planning	M&A and portfolio-change scenarios
Planning	Resource utilisation and capacity planning
Planning	Strategic workforce and skills-gap planning
Financial Consolidation and Close	IFRS 15 / ASC 606 revenue recognition
Financial Consolidation and Close	Multi-entity financial consolidation
Financial Consolidation and Close	Intercompany elimination
Financial Consolidation and Close	IFRS 16 / ASC 842 lease accounting
Profitability and Cost Management	Project and client profitability
Profitability and Cost Management	Shared-service and overhead cost allocation
Account Reconciliation	Account reconciliation and close acceleration
Tax Reporting	Tax provisioning and country-by-country reporting
Enterprise Data Management	Chart-of-accounts and entity-hierarchy governance
Narrative Reporting	Narrative and board reporting