Professional SErvice Delivery

Orchestrate service excellence

Transform your professional service delivery from a complex operation into a streamlined powerhouse.

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Drive service performance

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Systemize your expertise

Turn your firm's proven methodologies into scalable service frameworks and templates, while preserving the flexibility to deliver tailored solutions.

End the chase

Replace endless email chains with intelligent reminders, one-click approvals, and seamless collaboration in context.

360° insights 

Monitor all client engagements in real-time, optimize resource deployment across service lines, and maintain quality at every touchpoint.

Powerful integrations

Extend your existing processes, don't replace them. Connect your workflows to your existing tools through data sync, custom APIs, and automated actions.

From chaos to clarity

The old way

The Moxo way

Assign roles
with precision

Control is critical in any business process. With Moxo’s persona capabilities, decide who sees and does what. Assign roles and permissions with precision and tailor workflow actions accordingly.

Service Delivery Manager

Engagement Director

Solutions Architect

Customer Account Team

Service delivery manager

Oversees day-to-day project execution, manages team resources, and ensures deliverables meet quality standards and timelines while maintaining regular client communication.

Engagement director

Owns the overall client relationship and service delivery strategy, ensuring alignment between client objectives and service outcomes while maintaining high-level stakeholder relationships. Focuses on client satisfaction and adoption and identifying expansion opportunities.

Solutions architect

Designs and implements technical solutions that align with client requirements, working closely with delivery teams to ensure proper execution of complex service engagements.

Customer account team

The client-side stakeholders who actively participate in the service delivery process. This typically includes project sponsors, department heads, and subject matter experts who provide requirements, review deliverables, grant approvals, and ensure the engagement aligns with their objectives.

Questions + answers

How does Moxo's workflow builder enhance professional service delivery?

Moxo empowers professional service firms to design and automate client-facing processes with ease. It allows you to create repeatable templates, trigger automatic notifications, and streamline approvals, transforming complex workflows into efficient, automated journeys.

Can Moxo integrate with existing business systems used in professional services?

Yes, Moxo seamlessly connects with essential business tools through its open API and pre-built integrations. It enhances existing workflows without disruption, integrating with CRM platforms like Salesforce, project management tools like Jira, and other specialized consulting software.

How does Moxo help with client communication?

Moxo provides a branded, secure space for clients to communicate, access deliverables, and track project progress. The system allows for in-context communication, including messaging, document sharing, and video meetings, all within the context of a workflow.

What security measures does Moxo offer for handling sensitive client information?

Moxo provides bank-grade security for organizing, sharing, and tracking all client interactions. It offers secure document exchange, compliant e-signatures, and maintains a detailed audit trail of every interaction, ensuring confidentiality and compliance to regulatory standards.