The operating system for
your firm.team.clients.growth.
Scope, price, deliver, and learn from every engagement. Servantium is the agentic platform that turns your operational knowledge into a compounding advantage.
| Engagement | Client | Status | Value |
|---|---|---|---|
| Salesforce CRM | KVWN Channel 4 | Active | $117,600 |
| ERP Migration | Stark Industries | Active | $248,500 |
| Data Platform | Globex Corp | Active | $89,200 |
| Cloud Strategy | Initech | Active | $62,000 |
| Security Audit | Hooli | Active | $41,500 |
| Item Type | Item Name | Qty | Cost | Markup | Total | ||
|---|---|---|---|---|---|---|---|
| $16,600 | 50% | $24,900 | |||||
| ⠿ | Resource | Lead Consultant — Discovery Workshops | 40 | 250 | 50 | $15,000 | 🗑 |
| ⠿ | Resource | Solution Architect — Requirements | 24 | 275 | 50 | $9,900 | 🗑 |
| + Add Item | |||||||
| $78,000 | 40% | $109,200 | |||||
| ⠿ | Resource | Solution Architect — Config & Build | 120 | 275 | 40 | $46,200 | 🗑 |
| ⠿ | Resource | SF Developer — Custom Development | 200 | 225 | 40 | $63,000 | 🗑 |
| + Add Item | |||||||
| $23,000 | 45% | $33,350 | |||||
| ⠿ | Resource | Change Mgmt Lead — Rollout Plan | 60 | 250 | 45 | $21,750 | 🗑 |
| ⠿ | Material | Training Materials & Documentation | 1 | 3,500 | 45 | $5,075 | 🗑 |
| ⠿ | Resource | Lead Consultant — UAT Support | 32 | 250 | 45 | $11,600 | 🗑 |
| + Add Item | |||||||
| Resource | Role | Apr | May | Jun | Jul | Total |
|---|---|---|---|---|---|---|
| R. Burgundy | Lead Consultant | 40 | 32 | — | — | 72h |
| B. Fantana | Solution Architect | 24 | 120 | 80 | — | 224h |
| B. Tamland | SF Developer | — | 160 | 160 | 40 | 360h |
| V. Corningstone | Change Mgmt Lead | — | — | 60 | 32 | 92h |
| B. Fantana | Lead Architect | 40 | 160 | 80 | 40 | 320h |
| C. Tamland | Data Analyst | 16 | 40 | 80 | 32 | 168h |
| Phase | Duration | Value |
|---|---|---|
| Discovery & Requirements | 3 weeks | $24,900 |
| Implementation | 10 weeks | $109,200 |
| Training & Rollout | 4 weeks | $33,350 |
The Problem
Services businesses are fundamentally disadvantaged because their offerings are implicit, tribal, and fragmented—rather than encoded in systems that remember and improve. Let's fix that.
Engagement Management for Professional Services
Everything in Servantium revolves around the Engagement: a living record that evolves from first conversation through delivery and into organizational memory.
Discovery
Understand client needs, pain points, and desired outcomes. Capture context that will inform every downstream decision—from pricing to resource allocation to success metrics.
Estimation
Transform discovery insights into structured scope and pricing. Draw from encoded service definitions and historical data.
Proposal
Generate proposals that reflect your actual service architecture. Scope, pricing, and deliverables flow from your estimation work.
Contract
Win the deal, assign the team, and activate the engagement. Resources, timelines, and deliverables align automatically from your scoped work.
Delivery
Execute against the engagement scope with real-time visibility into progress, utilization, and margin.
Learning
Extract patterns, measure outcomes, and feed insights back into your service definitions. Every engagement makes the next one better.
Discovery
Understand client needs, pain points, and desired outcomes. Capture context that will inform every downstream decision—from pricing to resource allocation to success metrics.
Frequently Asked Questions
Everything you need to know about Servantium and how it transforms professional services operations.
Servantium is an operating system for professional services businesses. It's a unified platform that formalizes how services are defined, priced, sold, activated, and delivered—creating a single system of record for every engagement.
Unlike traditional PSA tools that focus on time tracking and billing, Servantium captures the complete engagement lifecycle from initial discovery through delivery and learning.
Traditional PSA software typically bolts project management onto sales tools. Servantium takes a fundamentally different approach:
- Not a generic CRM — Purpose-built for services
- Not a spreadsheet replacement — Structure that turns implicit knowledge into explicit, compounding primitives
- Not a static proposal generator — Living documents connected to your service definitions
- Not PSA bolted onto sales — An integrated system where sales, delivery, and learning share context
Servantium is built for professional services firms that deliver repeatable (but customizable) engagements: consulting firms, implementation teams, managed services providers, agencies, and technical services firms.
We believe structure precedes automation. AI in Servantium learns from your encoded patterns. Human judgment remains sovereign—technology amplifies expertise but doesn't replace the relationships that make services businesses work.
Yes. Your engagement data, pricing information, and client details are encrypted at rest and in transit. Enterprise customers can discuss additional security requirements including data residency and compliance needs.
Ready to Encode Your Services?
We're working with a small number of services firms who believe their operational knowledge deserves better than spreadsheets and tribal memory.
Schedule a Demo
Book an intro call to see Servantium in action
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