An enterprise software company sold implementation services on statements of work and purchase orders that existed only as PDFs.

Project hours sat in the services system and Snowflake, customer accounts in Salesforce, and none of the datasets tied. Finance needed a project-by-project view of contracted scope against delivery, with implementation progress alongside renewal dates, and had no way to build it.

Technology & SoftwareFinance & Accounting

What they built

ProSights built a document library that extracts commercial terms from SOWs, purchase orders and order forms with citations to the source page, a matching layer that ties each document to a Salesforce account and services-system project, and a planned-versus-actual project view synced back to Snowflake.

What changed

Scope against actuals in one view

Hours sold and hours logged now appear together for each project

Renewal visibility

Implementation progress shown alongside renewal dates so customer success can review delays before renewal

Source-linked terms

Commercial terms traced to the signed documents, with each finding linked to its source document and project record

An enterprise software company sold implementation services on statements of work and purchase orders that existed only as PDFs.

New solutions every week, and the case studies behind them.