ZyndaX / For your industry / Professional Services
Professional Services

Staffing decisions that see the whole picture, not just the org chart.

A 45-person advisory firm reinvents every proposal from scratch, has no single view of who's on the bench versus billable, and keeps engagement knowledge locked in partners' heads. ZyndaX gives principals one assistant that reads skills, utilization, and leave together before a staffing decision goes wrong.

Built for partners, principals, consultants, and business development at advisory and consulting firms.

ZyndaXengagement · governed
Who can staff a 6-week banking engagement starting Monday?
Reading skills across the bench
Checking utilization
Cross-checking the leave calendar
Leave conflict Khalid is on leave week 1 · staff Farah instead? ✓ Confirmed · logged to the ledger

Staffing confirmed with no gap in week one of the engagement.

mmemory · bench utilization people · leave_calendar
Platform proof

Same platform Taqneen runs on. Different knowledge, different agents, no new code — this vertical is the platform's own proof that a new industry is content, not engineering.

The pain today

Proposals, staffing, and engagement knowledge — all starting from zero every time.

Proposals

Reinvented from scratch every time

No reusable memory of what worked in the last similar engagement.

Staffing

No single view of bench vs. billable

Utilization lives in one spreadsheet, skills in another, leave in a third.

Knowledge

Locked in partners' heads

Engagement context walks out the door when the partner who ran it is unavailable.

What ZyndaX brings

One assistant that reads skills, utilization, and leave as one picture.

People Operations for skills and utilization, CRM for the pipeline and proposal history, workflow approvals for staffing and engagement sign-off, and a shared memory that keeps engagement knowledge searchable instead of locked in one partner's head.

ZyndaXproposal · reused
Draft a proposal outline for a similar banking engagement.
Recalling the last similar engagement
Reusing what worked, citing the source

Outline drafted from real engagement memory — not starting from a blank page.

ZyndaXbilling · governed
Invoice the client for this month's engagement hours.
Reading logged hours against the engagement rate
Confirm Send invoice for 96 hours · $14,400? ✓ Sent · posted to the books

Billing runs through the same governed Financials module as everything else.

Talk to us

See a staffing decision made with the whole picture.

Ask about a walkthrough of the staffing and engagement-memory model.