Business Model Almanac
EPOCH 2026.0 PCF v7.4 snapshot 2026-Q3
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Umbrella thread

Project-to-Profit

  • Project-to-Cash
  • Estimate-to-Cash
  • Opportunity-to-Project
  • Plan-to-Profit

Project-based delivery: win and scope an engagement, staff and plan it, deliver against budget and schedule, then bill, recognize revenue, and analyze margin.

The constellation

The brass line traces the thread; the lit houses are the category plates it crosses, in process order. 4 steps across 4 categories.

The thread, step by step

  1. Market and Sell Products and Services Develop and manage sales plans 3.5
  2. Develop and Manage Human Capital Redeploy and retire employees 7.6
  3. Deliver Services Manage service delivery resources 5.2
  4. Manage Financial Resources Perform revenue accounting 9.2

Signature software

The systems most associated with Project-to-Profit, in prominence order. Selection basis and the dated-snapshot policy are on the methodology page.

Certinia PSA

Certinia, Inc. Professional Services Automation (PSA)

Salesforce-native professional-services-automation platform.

Rebranded from FinancialForce to Certinia in 2023.

RANK #1 as of 2026-Q3 ranking basis

Deltek

Deltek, Inc. Professional Services Automation (PSA)

PSA and project ERP for project-based professional-services firms.

RANK #3 as of 2026-Q3 ranking basis

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