Projects and tasks
Client projects, phases, tasks and owners.
INDUSTRY · ENGINEERING & CONSULTING
Projects, specialists and effort in one place.
OCTO for engineering and consulting firms: projects and tasks, specialist timesheets, proposals, contracts and reporting.
Where does it hurt today?
- Projects, tasks and specialist time live in separate spreadsheets.
- Effort per client only becomes clear at month end.
- Proposals, contracts and billing are disconnected.
INSIDE OCTO
Engineering & Consulting: how it works
OCTO interface · sample data
WHAT YOU MANAGE
A platform that speaks your industry’s language.
Effort and timesheets
Time spent per project by specialists; planned and actual.
Proposals and contracts
Proposals, contracts and scope changes on the client record.
Documents and deliverables
Reports, measurements and deliverables with revisions.
Quality and HR processes
Run your own quality and HR processes on the same platform.
Profitability
Effort, cost and revenue per project and client.
FLOW
From order to shipment, without gaps.
- 01
Proposal and scope
- 02
Project and team assignment
- 03
Tasks and timesheets
- 04
Reports and deliverables
- 05
Billing
- 06
Profitability report
REFERENCES AND SUCCESS STORIES
Who we work with in this industry.
RELATED SOLUTIONS
Most used in this industry.
Frequently asked questions
How is effort recorded?
Specialists log time against tasks, on the web and OCTO Mobile.
How are reports delivered to clients?
The report is attached to the record with its revision and shared as a PDF.
Where shall we start?
ERP, manufacturing, customer management or a process unique to your business. Tell us what you need and let’s find the right starting point.