Step-by-step guides

Clear operating procedures to help you navigate youaretheboss and make the most of every Professional Service — whether you request, deliver or consume.

For Customers

Create a PS Request

Turn a need into a Professional Service ready to consume, from expression to kickoff.

  1. 1

    Express your need

    Describe your need in your own words through the console, or use AI assistance to clarify and structure it.

  2. 2

    Define the service

    Select the service type and action — Explore, Create or Knowledge Transfer — that matches what you want to achieve.

  3. 3

    Specify the technology

    Choose the domain, subdomain, scope and technology so the request is technically precise.

  4. 4

    Set delivery context

    Define location, language, timeline, deadlines and the Project Management model that fits the Professional Service.

  5. 5

    Review pricing

    See the applicable hourly service price and platform contribution transparently before the engagement starts.

  6. 6

    Confirm kickoff

    Use the lightest qualification path required, then align with the selected consultant on scope, expectations and ways of working before execution starts.

For Consultants

Become a Consultant

Build a service catalog around what you genuinely master and receive Professional Service opportunities that fit your business.

  1. 1

    Create your profile

    Describe your professional background, technologies, experience and the services you want to offer.

  2. 2

    Submit catalog entries

    Choose the services and technologies you want to offer within the platform's structured Professional Services catalog.

  3. 3

    Validate your expertise

    Each submitted catalog entry is challenged through practical, service-specific scenarios before publication and revalidated every six months. Vendor certifications remain separate credentials.

  4. 4

    Set your availability

    Define when you're available and how you want to work — on-site, remote or hybrid.

  5. 5

    Receive matching needs

    The platform routes PS Requests that match your validated catalog entries, availability and service context.

  6. 6

    Deliver tasks and get paid

    A PS can contain one or more Tasks. Record the work and time performed for each Task and submit it to the customer as delivery progresses. Once approved, the corresponding consumption can enter billing and payment.

For Consumers

Consume a PS

Work with your consultant, follow the Professional Service and validate delivery as it progresses.

  1. 1

    Join the kickoff

    As the consumer, you become a primary operational contact for the consultant. Align on scope, expectations, Tasks and deadlines.

  2. 2

    Follow the delivery

    Follow progress according to the working rhythm defined for the PS Request — for example by Task, milestone or agreed review point.

  3. 3

    Review Tasks

    Each Task is submitted with the corresponding work and time as delivery progresses. Review and approve or reject it in line with the PS Request and its deadlines.

  4. 4

    Collaborate closely

    Exchange with your consultant throughout the engagement using the collaboration model selected for the Professional Service.

  5. 5

    Validate completion

    Once the expected Tasks and outcomes are completed, confirm that the Professional Service can be closed.

  6. 6

    Rate the service

    Leave feedback on the engagement. Your feedback contributes to the consultant's delivery history and future customer confidence.

Need a hand?

Check the FAQ or reach out — we're happy to help you get started.