Professional Services: Finding margin at risk | KaiMesh
A new client request looks routine until the proposal, delivery plan, time records, and team conversation are read together.
Illustrative scenario. The situation is modeled to explain the decision pattern. It is not a customer result.
The operating situation
The proposal defines one scope while delivery notes describe another.
Unplanned work enters the project without a commercial decision.
The margin consequence becomes visible after the work is complete.
Who needs to act
- Delivery
- Finance
- Account owner
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