The gap between the sale and the invoice is where margin disappears.
Solvit helps professional services firms connect how work is sold, staffed, delivered and billed. We work with firms on Salesforce, a PSA platform or both, and help those still on spreadsheets move to a system built for how they run.
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Find where you fit
We start with how your firm runs, then work on the handoffs, forecasts and reports that need to keep up. Pick the situation closest to yours.
Moving off spreadsheets, new to PSA, or restarting
Get projects, people and billing into one system
When resourcing and billing live in spreadsheets and email, you find out what a project made after it’s over. We help you move to a platform that fits, starting with what it does well and refining as your team uses it. If an implementation has stalled, we help you get it back on track.
Live, and ready for more
Get more from the platform you’ve invested in
The business has moved on since go-live, and your platform should keep pace. Amplify Managed Services keeps Salesforce or your PSA platform improving as your firm grows.
Choosing or expanding a platform
Choose the platform that fits how your firm runs
We implement Salesforce, Kantata, Certinia and Cloud Coach, and each one is strong in its own way. We help you weigh them against your own processes, data and growth plans, so you choose with confidence.
Getting ready for AI
Find where AI will help your firm first
You already know where delivery feels the strain: staffing, status reports, statements of work, forecasting. The AI Readiness Screen checks whether your data, processes and systems are ready for AI there, then gives you a brief on which use cases to build first.
Our Happy Clients
What clients say about working with us
“We had inefficiencies in our processes that we thought were system limitations. One meeting with the Solvit team and they were able to propose a few upgrades and enhancements that vastly improved our operations and our customer experience. They have a can-do attitude and listened to what our business needs were and found a way to make the technology support vs limit business processes. Thanks team!”
Allison SheltonVP, Managed Services
“When we first partnered with Solvit, we were a small team with big plans, however, we lacked the operational insights to scale. Solvit’s expertise and implementation of Kantata SX allowed us to rapidly grow our business with data to make informed decisions. Today, we’re a trusted leader in secure hybrid infrastructure, and that growth wouldn’t have been possible without Solvit’s strategic partnership.”
Brian DesmondPrincipal
“The success of iA’s transition to Kantata SX was made possible by partnering with Solvit’s strategic leadership and deep expertise in the Professional Services space. Their team collaborated and partnered with our organization to execute a complex enterprise wide implementation with clarity and precision. We not only met our immediate goals but also laid the foundation for future growth. Solvit proved to be a trusted partner in our journey, and their ability to align the solution with our business needs was key to our success.”
Dave RistowChief Financial Officer
“Peter and the team (at Solvit), brought detailed understanding of how Kantata SX was able to boost our understanding of where we stood as a business and how to drive success through reporting and analytics for the Finance team at Edgile. Solvit enabled Edgile to express our analytic needs and then created customized reports and snapshots that allowed us to grow and change, and ultimately to be acquired by Wipro.”
Karen PolatiCorporate Controller
“We consider Solvit to be more than a vendor who simply make fixes; we consider them a strategic partner who have worked with us to gain the most out of our investment in Kantata SX, our PSA software. The Solvit team has a rare skillset, they have a deep understanding of both Salesforce and Kantata SX.”
Susan KratzerSenior Operations Analyst
Why Solvit?
Who you’d be working with
We’ve seen too many businesses of all sizes held back by the very tools that should give them visibility and control. That’s why we take the time to understand your business and its challenges first, then design practical solutions that work the way you do.
Much of that work happens over miles of whiteboard with your team, long before anything gets built.
25+ years
of Salesforce experience
150+
clients served
10+ years
of PSA implementation experience
Recent thinking
What we’re learning
About delivery, forecasting and AI readiness in professional services.
It all starts with a conversation
Tell us where work gets stuck, whether it’s a handoff that drops details or a forecast nobody believes. We start from where your firm is today and work alongside your team from there.