The handoff is manual
Sold hours are supposed to flow into the PSA as the budget baseline every timesheet and margin calculation gets measured against. In practice, that flow is a report and an import, run by a person, on a schedule nobody owns.
Design partner preview
Sold ≠ budgeted. We find every gap and rank it by what it's costing you.
Sold hours get agreed in a CPQ tool or a signed SOW, then handed off to your PSA, Certinia, OpenAir, or Kantata, through a manual step. When that step breaks, nothing alerts anyone. The PSA just keeps showing whatever was entered last. Picklii compares both sides and matches every project and role, so you see exactly where the two stopped agreeing.
Free for design partners. Access is by invitation.
Findings
2
Exposure
$25,950.00
Highest severity
High
| Project | Role | Burn | Exposure |
|---|---|---|---|
| PRJ-1004 | PM | absent | $14,850.00 |
| PRJ-1002 | Senior Consultant | 91% | $11,100.00 |
Average revenue leakage
4–5%
of revenue, at a typical professional services firm
Wasted on poorly run projects
9.9%
of every project dollar, whatever the size of the business
Projects that run over budget
1 in 3
reported by project leaders across industries
Revenue leakage figure: SPI Research, Professional Services Maturity Benchmark, as summarized by multiple PSA vendors. Waste figure: PMI, Pulse of the Profession, 2018 (9.9% of every dollar invested in projects, industry-wide) — the most recent PMI report with this measure; newer editions report overrun rates instead (see the third figure). Budget overrun figure: PMI, Pulse of the Profession, 2026. Industry averages, not a guarantee for any specific business.
Why this keeps happening
It isn't a carelessness problem. It's a visibility one: the handoff between the system that sells the hours and the system that tracks them has no failure mode anyone can see.
The failure is silent
When the import fails partially or entirely, there's no error state. The PSA shows the last figure that landed correctly, which may be stale, wrong, or missing entirely. A broken sync looks exactly like a normal report.
Spot-checking doesn't scale
Across dozens of concurrent engagements, checking by hand isn't a plan. Issues surface reactively: from a client, from a PM mid-project, or from finance at quarter close, which is the most expensive time to find them.
Switching PSA platforms doesn't fix it either. That changes the tool, not the process, and the manual step survives the migration unless someone redesigns it on purpose.
Four steps, about five minutes
No integration project, no IT ticket, and no access to your PSA required. Two exports you can already produce today.
- Export both sides Sold hours from CPQ or finance, budget from your PSA. CSV is enough.
- Map your columns Your headers, not our template. The mapping is saved, so next week is two clicks.
- Match on project and role Exact matching, with aliases you define. Never a fuzzy guess about which role is which.
- Work the ranked list Ordered by dollars at risk and how much of a possibly wrong budget is already spent.
A ranked list, not a spreadsheet diff
A project 90% through a budget that's wrong is a five-alarm fire. A brand-new project with a small variance is a background item. Picklii puts them in that order.
| Project | Role | Sold | Budgeted | Burn | Exposure | Severity |
|---|---|---|---|---|---|---|
| PRJ-1004 | PM | 90 | absent | — | $14,850.00 | High |
| PRJ-1002 | Senior Consultant | 400 | 340 | 91% | $11,100.00 | High |
| PRJ-1001 | Senior Consultant | 200 | 200 | 23% | — | Unscored |
Illustrative, computed from the sample files Picklii ships with, not customer data.
Sold but never budgeted
A role sold on the SOW and absent from the PSA entirely is the failure this exists to catch, so it's never buried. It ranks as High no matter how modest its computed exposure looks.
Dollars, not just hours
Every gap carries an exposure figure at the role's rate, so the conversation with finance starts at the number rather than at the discrepancy. Where a rate has to be estimated, we say so.
Weighted by what's already spent
Severity weights exposure by how much of the questionable budget has been consumed, because the cost of a wrong budget rises with every hour delivered against it.
One run tells you what broke. This tells you what's next.
At portfolio scale — dozens of concurrent engagements — spot-checking one reconciliation at a time doesn't scale. The Dashboard is every active project, ranked by what needs attention first, not just the one you happened to just run.
Active exposure — measured
$25,950.00
Active exposure — estimated
$0.00
Critical / High projects
2
Out of 4 active
Umbrella Ltd
PRJ-1004
Ends Oct 15, 2026
Live since Jun 1, 2026
$14,850.00
High
Role missing in PSA
No budget to burn against
Globex Inc
PRJ-1002
Ends Nov 30, 2026
Live since May 1, 2026
$11,100.00
High
Hours mismatch
Burn 91%
Δ +60 hrs
Acme Corp
PRJ-1001
Ends Jun 15, 2026
Live since Mar 15, 2026
No scored exposure
No findings
No budget to burn against
Illustrative, computed from the sample files Picklii ships with, not customer data.
Open now
We're looking for one or two design partners
Picklii is still early, and we're upfront about that. What it needs next isn't more features. It needs a services organization running a real PSA that's willing to point it at real portfolios and tell us plainly where it falls short.
What you get
- Free access for the whole design-partner period.
- Direct influence on what gets built, in what order.
- A standing reconciliation of your portfolio: every mismatch, ranked, with a dollar figure attached.
- Your data is stored and processed in Canada, and raw exports are never retained.
What we ask
- Two exports on whatever cadence you choose: sold hours and PSA budget. Anonymized data is completely fine.
- Roughly monthly use on real projects, not a pilot sandbox.
- An honest conversation afterward about what did and didn't help.
Interested in being a design partner? Email support@picklii.com.