Run every client rollout against its statement of work, not a shared spreadsheet
Software implementation and systems integration firms deliver fixed-scope or milestone-based rollouts, absorb change requests mid-project, and hand clients into ongoing support once live. Eos keeps the SOW, the plan, the billing, and the support queue connected to the same engagement.
Start from the SOW
Turn a statement of work and kickoff notes into a structured plan with milestones, tasks, and ownership before the first status call.
Track scope as it moves
Change requests, revised timelines, and consultant staffing stay visible against the original commitment instead of buried in email threads.
Hand off to support cleanly
Go-live doesn't mean losing the project's history — post-launch tickets stay connected to the implementation that produced them.
Implementation work needs scope, staffing, and billing in one place
A rollout isn't just a task list. It's a commercial commitment with a scope boundary, a team of consultants billed against it, and a support relationship waiting on the other side of go-live. Eos keeps all three connected instead of splitting them across a PM tool, a spreadsheet, and a helpdesk.
What's modeled
- Projects, phases, milestones, tasks, dependencies
- Consultant skills, product certifications, and workload
- Contracts, SOWs, change requests, and billing terms
- Billing runs, invoices, payments, and outstanding balances
- Post-launch tickets connected to the originating project
Business examples
Kick off from the SOW
A delivery lead turns a signed SOW and discovery notes into a structured project with milestones and owners for review before it goes live.
Track a change request
A project manager logs a client-requested scope change and can see its effect on timeline and budget before agreeing to it.
Staff the right consultants
A resource manager assigns consultants to a rollout based on product certification and current workload across other active engagements.
Bill the milestone
A billing administrator prepares an invoice for a completed implementation phase tied to the milestone that triggered it.
Hand off to support
A post-launch ticket references the implementation project directly, so the support team isn't starting from zero.
Report engagement health
A delivery leader reviews budget burn, staffing pressure, and open risks across every active implementation before the weekly review.
Agent examples that already know this work
Installable templates from the Eos Agent Library, adapted to SOW-driven delivery and the handoff into support.
Project Health Agent
Reviews milestones, blocked work, budget burn, and staffing pressure across active implementations and prepares the update.
Ticket Resolution Agent
Classifies and routes post-launch support tickets, keeping them connected to the implementation that produced them.
Invoice Preparation Agent
Finds completed milestones and approved billable work and prepares invoice drafts tied to the source records.
Resource Capacity Agent
Matches consultant demand with availability, product certifications, and workload across concurrent rollouts.
Project Setup from Template
Turns a project brief or SOW into a proposed project, tasks, milestones, assignees, and billing terms. Available in the Agent Library.
Contract Document Review and Update
Extracts dates, deliverables, payment terms, and obligations from SOWs and contracts. Available in the Agent Library.
See this against one active rollout
Bring one implementation with identifying details removed: its SOW, a recent change request, and how billing currently gets prepared. We will map it to Eos.
Review this workflow