Deliver on time.
Support at scale.
Know every cost.
TekStack gives COOs a single operational platform — connecting project delivery, resource management, customer support, billing, and Customer 360 — so you can see every risk, fix every inefficiency, and charge for every dollar of value you deliver.
Operations problems that
compound quietly.
COOs run the machinery that delivers on every promise the business makes. When that machinery is built on disconnected tools, the cracks show up in missed deadlines, surprise margin erosion, over-stretched teams, and clients who feel like an afterthought.
Projects go off the rails before anyone tells you
Delivery managers know a project is in trouble weeks before it surfaces to leadership. By the time it escalates — through a client complaint or a budget overrun — the options are limited and the damage is done. There's no early warning system. There's no single view of which engagements are at risk right now.
- ✓Live project health dashboard — budget, milestones, and risk flags
- ✓At-risk projects surfaced automatically before they escalate
- ✓Delivery managers and leadership see the same data in real time
- ✓Milestone tracking tied to billing — nothing slips invisibly
You don't know who's available until someone's already overloaded
Resource allocation is managed by gut feel and whoever shouts loudest. You find out a consultant is over-allocated when they miss a deadline or burn out. Available capacity is invisible until it's gone. Sales is making promises to new clients without knowing whether delivery can keep them.
- ✓Live utilization view — billable vs. non-billable by person and team
- ✓Forward capacity view 2–4 weeks out before deals close
- ✓Over-allocation alerts triggered before deadlines are missed
- ✓Capacity data visible to sales — no more capacity surprises post-close
Support is reactive, manual, and disconnected from the client record
Tickets come in through email, phone, and portal — and get routed manually. SLA compliance is tracked in a spreadsheet. Engineers spend time re-learning client context on every ticket because support history lives separately from the account record in CRM. The client experience is inconsistent and the cost to serve is higher than it needs to be.
- ✓Omnichannel ticketing with SLA management and client entitlements
- ✓AI-assisted triage, routing, and response suggestion
- ✓Full client history in one record — no context switching
- ✓Self-service portal deflects routine requests automatically
Revenue leaks out of billing every single month
Time entries submitted late or not at all. Milestones billed weeks after completion. Rates applied inconsistently. Expenses that never make it to an invoice. Each leak is small — together they represent a material monthly revenue gap that's invisible until someone runs a manual audit that takes days.
- ✓AI-assisted time entry suggests hours from meetings and emails
- ✓Unbilled work dashboard — visible before billing close, not after
- ✓Milestone completion triggers invoice-ready records automatically
- ✓Rate enforcement from contract — wrong rates flagged at submission
Delivery, support, and finance all see a different version of the client
Delivery tracks projects in a PSA. Support tracks tickets in a help desk. Finance tracks invoices in accounting. Sales tracks relationships in a CRM. Each team has a partial view of the client, and when something goes wrong — or when a renewal conversation needs to happen — nobody has the full picture. You're running a connected business on disconnected systems.
- ✓Customer 360 — every project, ticket, invoice, and communication in one record
- ✓All teams on the same data model — one source of truth
- ✓Client health score surfaced proactively to delivery and CS
- ✓Escalations visible to leadership before they reach the client
Operational metrics require heroic manual effort to produce
Utilization rates are assembled from timesheets. Project margins are calculated in Excel at month-end. SLA compliance is a manual count. Cost-to-serve per client isn't tracked at all. The COO leads on data that's 30 days stale and incomplete — which means operational decisions are made on instinct, not evidence.
- ✓100+ pre-built Power BI dashboards — utilization, margin, SLA, cost-to-serve
- ✓All metrics calculated from one data model — no reconciliation
- ✓Dashboards update in real time — not at month-end close
- ✓Operational and financial metrics in one view for leadership
Every operational tool
in one window.
TekStack replaces the disconnected tools COOs piece together — PSA, help desk, billing system, and reporting stack — with a single platform on Microsoft 365 where delivery, support, and finance all work from the same data.
Customer 360
Every engagement your company has with a client — every project, every ticket, every invoice, every email, every Teams conversation — connected in one record. Delivery teams have full context before every client interaction. Escalations surface before clients raise them.
- →Full client account history
- →Projects, tickets & invoices linked
- →All comms auto-captured
- →Health scoring & at-risk alerts
- →Delivery + CS + finance — one view
- →Client portal access
Project Delivery & PSA
See every active engagement — which projects are on track, which are at risk, and which are overdue — from one dashboard. Milestone tracking, budget vs. actuals, and project margin all live-updated, not compiled at month-end.
- →Project health dashboard
- →Budget vs. actuals live
- →Milestone tracking
- →At-risk project alerts
- →Project profitability
- →Customer delivery portal
Resource Allocation & Utilization
Know who is available, who is over-allocated, and where capacity gaps will appear before they become delivery problems. Forward visibility 2–4 weeks out so sales can close with confidence and delivery can staff without scrambling.
- →Live utilization by person & team
- →Forward capacity planning
- →Over-allocation alerts
- →Billable vs. non-billable split
- →AI-assisted time entry
- →Unassigned work surfaced automatically
Help Desk & Support Automation
Turn your support function from a cost centre into a client retention advantage. AI-assisted triage and routing, multi-client SLA management, and a self-service portal that deflects routine requests — all connected to the full client record your delivery team uses.
- →Omnichannel ticketing
- →AI triage & routing
- →Multi-client SLA management
- →Client entitlements
- →Self-service portal
- →Time tracking per ticket
Billing & Revenue Accuracy
Every billing model your business uses — T&M, fixed fee, milestone, retainer, or value-based — managed from one system and connected directly to Business Central or QuickBooks Online. No re-keying. No leakage. No month-end reconciliation.
- →T&M, fixed fee, milestone billing
- →Retainer & subscription billing
- →Value-based billing models
- →Unbilled work dashboard
- →Business Central integration
- →QuickBooks Online integration
Know what every client
actually costs you.
Most service businesses have a rough sense of which clients are profitable — but a precise answer requires pulling together delivery costs, support overhead, billing actuals, and time invested from four different systems. By the time you've reconciled the numbers, you're making strategic decisions on data that's already stale.
TekStack connects the full cost picture for every client in one data model. Delivery hours and rates are tracked in the PSA and compared to billed revenue. Support ticket volume and time-to-resolve are tracked in the help desk and allocated to the client account. Billing actuals sit alongside the cost record so margin is always visible.
The result is a live cost-to-serve calculation that shows which clients are genuinely profitable, which are margin-negative, and which are trending toward a problem — before the next renewal conversation.
Delivery cost vs. billed revenue — live margin per engagement
Every hour logged, every resource cost rate, and every billing record are in one data model. Project margin — cost vs. billed vs. contracted — updates in real time so COOs can see which engagements are profitable without waiting for month-end.
Support overhead allocated to the client record
Ticket volume, resolution time, and engineer hours per support interaction are tracked and associated with the client account. High-cost clients — those consuming disproportionate support relative to contract value — are visible before they erode portfolio margin.
Lifetime revenue vs. total cost — know your real LTV
Total billed revenue, total delivery cost, and total support overhead connected in one client record gives you a genuine lifetime margin view — not just ARR. Renewal pricing conversations become data-driven, not instinct-driven.
AI cost tracking — bill what you consume
AI inference costs — tokens, messages, API calls consumed delivering AI-enabled services — are tracked by client and engagement. Pass-through or margin rules apply them to the correct invoice line so AI delivery costs are recovered, not absorbed.
Move beyond hourly.
Bill what you're worth.
The shift from time-and-materials to value-based billing is one of the most significant margin opportunities available to a B2B service business — and one of the hardest to execute without the right data and tooling.
Value-based billing requires two things: evidence of the outcomes you delivered, and historical data on what engagements actually cost to run. TekStack gives you both. Milestone completion tied to deliverable records gives you a structured evidence trail. Project cost actuals connected to billing history let you price future engagements based on real margins, not estimates.
TekStack supports every billing model — time and materials, fixed fee, milestone, retainer, subscription, and outcome-based — in a single system. You can run different models for different clients, transition clients from T&M to value-based as the relationship matures, and track the margin impact of each model across your portfolio in real time.
Hours logged and approved flow to invoicing automatically. Rates drawn from the contract record at submission. Unbilled T&M surfaced before billing close so nothing is missed.
Fixed-fee engagements tracked against budgeted hours and costs in real time. Milestone completion triggers invoice-ready records automatically — no manual billing intervention required.
Monthly retainers and annual subscriptions billed automatically on the agreed cycle. Mid-term amendments handled with co-termination to keep contract dates clean.
Billing tied to milestones, deliverables, or agreed outcomes — not hours consumed. Historical cost and outcome data from TekStack provides the evidence base to price and defend outcome-based engagements with confidence.
Built on the platform
your IT team already trusts.
TekStack is built natively on Microsoft Power Platform and Dataverse — not connected to it. Security, governance, and integration come from Microsoft's infrastructure, not TekStack's. For COOs managing enterprise clients, that changes the risk conversation entirely.
Microsoft 365 — native, not connected
TekStack lives inside your Microsoft tenant. All operational data — projects, tickets, billing, client records — is in Dataverse, governed by the same Microsoft Entra identity and security controls you manage for the rest of your business.
- →Outlook emails linked to client records automatically
- →Teams approvals, alerts, and updates without app switching
- →Power BI dashboards on live operational data — no exports
- →SharePoint documents linked to project and billing records
- →Business Central sync — invoices flow automatically
Enterprise security your clients can audit
All data in your Microsoft tenant under Microsoft Entra governance. Six layers of access control. Column-level security on sensitive records. Complete audit trail through Microsoft's native framework. When enterprise clients ask about your data handling posture, the answer is the same as for their Microsoft 365 environment.
- →Data in your tenant — no vendor-owned silo
- →Six-layer Entra security model
- →Row and column-level access controls
- →Audit trail through Microsoft native framework
- →AI running inside your governance boundary
Open architecture — no proprietary lock-in
TekStack is built on Dataverse — one of the most open data platforms available. 3,000+ OData API endpoints with no rate limits. Power Automate and Azure Logic Apps natively integrated. Official MCP Server for any LLM. Your team builds on standard Microsoft tools, not a proprietary stack that only TekStack can maintain.
- →3,000+ OData endpoints, no rate limits
- →Official MCP Server — Claude, Copilot, Azure AI
- →Power Automate — 300+ pre-built flows ready to activate
- →Azure Synapse Link — direct SQL access to your data
- →Power Apps — unlimited customization without code
Automate the operational
overhead. Not the judgment.
TekStack's AI capabilities are purpose-built for operations teams — automating the routine work that consumes delivery and support capacity, while surfacing the signals that require human judgment. All AI runs inside your Microsoft tenant. Client data never leaves your governance boundary.
AI-assisted time entry — capture what would otherwise be lost
TekStack's AI reviews calendar events, emails, and Teams activity to suggest time entries automatically. Consultants approve in seconds. Delivery managers get complete time records at billing close — no chasing, no guesswork, no revenue leakage.
AI ticket triage — route to the right person automatically
Incoming support tickets are classified, prioritized, and routed to the correct queue by the AI agent — based on issue type, client SLA, and engineer skill match. First response times drop. SLA compliance improves. Dispatchers focus on exceptions, not every ticket.
Meeting recaps become project records automatically
After every client meeting in Teams, the AI reads the recap, extracts next actions and decisions, and posts them directly to the project or support record. Nothing falls through after the call. Delivery managers have a complete action trail without manual note-taking.
~80% of routine operational interactions automated in Teams
Approval requests, time entry reminders, project status updates, SLA breach alerts, and billing notifications all run through Teams flows automatically. Your delivery and support teams spend their time on clients — not on administrative coordination.
One number.
Everything included.
PSA, help desk, billing, customer 360, and reporting — all included. Plus implementation, data migration, and unlimited support. No SI fees. No support tiers. No hidden costs.
- ✓CRM or PSA (one module)
- ✓Implementation + data migration
- ✓Unlimited application support
- ✓Max — 1 practice area
- ✓Teams & Outlook integration
- ✓Power BI + AI features + MCP server
- ✓PSA, Help Desk, Billing, Customer 360
- ✓Business Central or QBO integration
- ✓Implementation + data migration
- ✓Unlimited application support
- ✓Power BI + AI agents + MCP server
- ✓Teams & Outlook integration
- ✓Everything in Business Edition
- ✓Marketing automation included
- ✓Max — 2 practice areas
- ✓10 hrs/month customization
- ✓Unlimited staging environments
- ✓Priority support SLA
Pricing in USD · Annual term · CAD, EUR, GBP, AUD available · See full pricing details →
Questions COOs
ask us most.
How does TekStack give early warning on at-risk projects?
TekStack tracks budget, milestones, and delivery status in real time across every active engagement. At-risk flags are triggered automatically when a project exceeds a budget threshold, misses a milestone date, or has a high unresolved ticket volume against the client account. Delivery managers and leadership see the same risk view — so escalation happens inside the business, not from the client.
How does TekStack calculate cost-to-serve per client?
TekStack connects delivery hours and resource cost rates from the PSA with support ticket time from the help desk and billing actuals from the revenue module — all associated with the same client record. The result is a live cost-to-serve view per client that shows delivery cost, support overhead, total billed revenue, and net margin — without requiring a manual monthly reconciliation.
Can TekStack support value-based or outcome-based billing?
Yes. TekStack supports T&M, fixed fee, milestone, retainer, subscription, and outcome-based billing in the same system. Milestone billing is tied to project delivery records so invoices are triggered by completion, not by a calendar. Historical cost and outcome data from past engagements gives operations the evidence base to price future outcome-based contracts with confidence.
How does TekStack automate the help desk without losing quality?
TekStack's AI agent handles triage and routing automatically — classifying tickets, matching to the correct SLA tier and client entitlement, and routing to the right queue without dispatcher intervention. The self-service portal deflects routine requests. For complex or sensitive tickets, the full client history is surfaced to the engineer immediately — so the quality of human interaction is higher, not lower.
Is TekStack secure enough for clients in regulated industries?
Yes. TekStack runs on Microsoft Dataverse inside your Microsoft tenant. All data is governed by Microsoft Entra with six layers of access control — including row-level and column-level security. Every record change and data access is logged through Microsoft's native audit framework. When an enterprise client asks about your data security posture, the answer is the same as for your Microsoft 365 environment — no vendor cloud silo to explain away.
How does the Business Central integration work for a COO?
Approved invoices in TekStack push to Business Central automatically — no re-keying, no manual export. Project cost actuals and delivery records feed into revenue recognition and WIP tracking. Finance and delivery always see the same numbers without a reconciliation step. For COOs, this means operational and financial data is in sync in real time, not aligned once a month when someone runs a report.
Deliver on every promise.
Know every cost.
No generic demo. We'll walk through TekStack's delivery, support, and billing capabilities mapped to your specific operational model in under an hour.
No obligation · Implementation included · Responds within one business day
