A guide to Intapp Pricing (A4)

A GUI D E TO

Intapp Pricing Leveraging the Intapp Professional Services Platform

I N TA P P. C O M

1

Introducing Intapp Pricing In the professional services sector, clients are increasingly looking for a different take on pricing from their providers: to let go of their dependency on the billable hour and to demonstrate greater flexibility, innovation and clientcentricity in their fee arrangements.

To respond positively to that market shift while protecting and boosting revenue and margin, professional services firms need to make a decisive play: to embrace a pricing and planning capability that can deliver value-based price propositions, at once attractive to the client, profitable to the firm, workable for the professional.

Intapp Pricing offers up just such capability. In bringing together intuitive pricing tools, a broad sweep of influential data and an overlay of insightful engagement science, it lets you move effortlessly from the simple to sophisticated: from the rapid calculation of time, resource and cost for a straightforward engagement, to the complex modeling and comparison of different fee scenarios, to the clear evidencing of relevant domain experience.

Integrating with practice management and time and billing systems, drawing on other Intapp products, and infusing the whole with AI-driven analytics has created a tool rich in both functionality and data dimensions. And with it, the essential ability to price to win and plan for profit.

Š 2018 Intapp, Inc. All Rights Reserved. Various trademarks held by their respective owners.

Pricing in a Nutshell • U niversal system appealing equally to both professional

and pricing specialist • Scales from small, quick computations to large, complex

modeling • Enables smart proposals that price the value and prove

the experience • Supports the real-time monitoring of work against

plan/cost • Facilitates the granularity, transparency and precision

demanded by procurement professionals • I ncludes engagement science, the use of AI algorithms

and machine learning to analyse past engagements, timesheets and narrative to better inform budget, price and risk

I N TA P P. C O M

• Work up to a price when competing or work back to a cost

when operating with fixed or capped fees • Access historic time, billing and performance data to help

right-size new engagements • Leverage Intapp Terms, Experience and Time to enrich

data sets, making for more informed, assured and adroit decision-making • Create and compare plans and resources to secure

optimal balance of competitive pricing, operational efficiency, utilisation and bottom line contribution • Project manage effectively through effort/cost

milestone tracking

3

Checklist 1

Integration with practice management and time and billing systems

2

Interoperability with Intapp Time, Terms, Intake and Experience

3

Engagement budget creation based on past engagements and templates

4

Real-time monitoring of actuals vs budget

5

Configurable alerts and notifications for threshold breach

6

Build and compare different scenarios, by easily interchanging resources, revising unit costs, finessing engagement plans

Š 2018 Intapp, Inc. All Rights Reserved. Various trademarks held by their respective owners.

7

Ability to export budgets to pitch documents and presentations

8

Dashboard and analytics with key business metrics and a lens on under-performance and improvement potential

9

Charting and reporting to include project burn-down rates

10

Multi-dimensional analysis and AI-infused predictive reasoning to smooth ragged historic data and generate sharper insight

I N TA P P. C O M

5

Creating a new budget Adaptive by design - equally suited for those providing centralised, specialised pricing services or a selfservice capability to professionals 1. Create a new budget with a choice of pricing models 2. Input the initial interview output e.g. any known pricing requirements, estimated project dates, preferred leverage, target margin

Š 2018 Intapp, Inc. All Rights Reserved. Various trademarks held by their respective owners.

Building a budget Quick and easy - go from blank sheet to precision cost in a few simple steps, or exploit existing knowhow via worktype templates

I N TA P P. C O M

7

Adding the detail Pricing for all - straightforward for professionals, detailed for power users, intuitive for everyone 1. As straightforward as people, rates, hours 2. More complex with phase and task, or multiple models for comparison 3. D rawing on historical engagements, financial data and other repositories to generate billing rates, cost rates, cost pool data, and resourcing intelligence

Š 2018 Intapp, Inc. All Rights Reserved. Various trademarks held by their respective owners.

Using historical engagements Aggregate and analyse past engagements to generate a derived plan

I N TA P P. C O M

9

Leveraging your Intapp investment Draw on Intapp family solutions to make smarter pricing choices 1. U se Intapp Experience to identify the most compelling or judicious deployment of resource 2. Access Intapp Terms so that obligations can be flagged and enforced 3. Integrate Intapp Intake so Pricing can be embedded into business acceptance workflows 4. Draw on Intapp Time for high quality effort data

Š 2018 Intapp, Inc. All Rights Reserved. Various trademarks held by their respective owners.

Mining value Engagement science and machine learning - deploying Intapp’s applied analytics and AI to mine greater value and meaning 1. Crunch up to 50 separate dimensions from past engagement data, e.g. engagement type, responsible partner, practice area, duration etc, to drive more informed, accurate and optimal plans 2. Feed that learning into budget templates, to more easily draw on the best historic exemplars of the work that you are about to price, plan and estimate

I N TA P P. C O M

11

Monitoring progress Keeping to plan - using real-time monitoring and configurable alerts to ensure you keep engagements on track, providing maximum runway for any remediation and full effort data to underpin any necessary renegotiation

Š 2018 Intapp, Inc. All Rights Reserved. Various trademarks held by their respective owners.

Managing performance Driving a better business - a userdefinable dashboard of visualised metrics, for a bird’s eye view of overall performance and today’s status, and an eagle-eyed view of under-performance and tomorrow’s improvement potential 1. Key business metrics such as write downs, write offs, profit, and realisation, with RAG highlighting 2. An evolving set of charts and reports, including critical burndown rates to support proactive project management

I N TA P P. C O M

13

C O N TA C T

+44 845 834 0120 | sales@intapp.com | intapp.com