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Business view
Batoi Flex · Professional Services
What this page helps you accomplish
Connect client development, scope, delivery, time, billing, decisions, and engagement reporting.
Accountable roleEngagement Manager
Business taskEngagement Management
Completion signalA controlled client engagement linking scope, delivery, decisions, time, billing, and closure evidence.
Scope and authority
An active Flex workspace An approved client, engagement owner, and agreed scope
Engagement Management
Connect client development, scope, delivery, time, billing, decisions, and engagement reporting.
Observable business result
A controlled client engagement linking scope, delivery, decisions, time, billing, and closure evidence.
Potential issue and recovery
Work exists without the correct client, matter, or engagement link.
Recommended recovery: Stop further billing, correct the canonical links, preserve prior history, and obtain the engagement owner’s review before continuing.Who should use this article
This article is for engagement managers who are authorized to complete or review the task in the intended workspace. The person making a consequential operational, commercial, academic, care, access, or compliance decision remains accountable for the result.
Before you begin
- An active Flex workspace
- An approved client, engagement owner, and agreed scope
- Use a sanitized demonstration record for practice and confirm the intended workspace, role, scope, and responsible owner before changing operational records.
- Do not place passwords, connection secrets, personal data, regulated information, private documents, or payment details in notes, prompts, screenshots, or exports.
Workflow overview
Complete the workflow
- Confirm the workspace and responsibility. Enter the authorized workspace through My Batoi. Confirm the workspace name, your current role, the record or review period, and the person accountable for the result.
- Open the current product area. Open Professional Services or the linked project context and find the canonical client. Confirm the engagement or matter, scope, owner, team, and commercial basis.
- Check prerequisites and source records. Make sure the required capability, connection, status, relationship, approval, and safe information boundary are ready. Search before creating a new record.
- Perform the task. Create or update the engagement, assign the team, record matters or work context, maintain factual notes and files, and track status through delivery.
- Review the result. Check scope, dates, ownership, confidentiality, open matters, time and activity, evidence, billing readiness, risks, and closure conditions.
- Verify and retain the outcome. The engagement shows the current scope, accountable team, delivery status, approved work evidence, billing position, and next action. Record every exception and follow-up with an owner and review date.
Verify the result
- The workspace, role, record, period, and Industry Pack still match the intended scope.
- A controlled client engagement linking scope, delivery, decisions, time, billing, and closure evidence.
- The visible status, source evidence, owner, exception, and next action agree with the completed work.
- An authorized reviewer can understand the result without relying on hidden assumptions or information outside Flex.
Troubleshooting and recovery
| What you see | What to check | Safe next action |
|---|---|---|
| Work exists without the correct client, matter, or engagement link. | Workspace, role, entitlement, source record, status, ownership, required fields, and approval evidence. | Stop further billing, correct the canonical links, preserve prior history, and obtain the engagement owner’s review before continuing. |
| The expected page or action is missing. | Current role, team scope, Industry Pack availability, workspace subscription, record state, and prerequisite setup. | Stop and ask an authorized Owner or Admin to review access. Do not use another person’s account or bypass the control. |
| The result conflicts with evidence or another register. | Source ownership, date range, status definitions, duplicate records, latest update, and correction history. | Do not mark the task complete. Return it for correction or escalate it to the accountable owner. |
Safety and governance
Protect restricted information. Treat client, matter, case-note, contract, work-product, time, and billing information as confidential. Use permission-controlled Flex records and the minimum information required for the task.
Do not copy authenticated page addresses, record identifiers, connection details, browser notifications, account information, or unrelated workspace content into public documentation or external communication.
Use Batoi Intelligence safely
Helpful tip: Ask Batoi Intelligence for a permitted engagement status brief, then require the engagement manager to verify facts and commitments.
Next step
Continue with the next verified article in this Product Guide, or return to the Batoi Flex Product Guide.