Agencies, consultancies, law and accounting: expertise sold by the engagement. This is its own schema, version 2.
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Free to map your own company · Members $300 a yearHow automatable each primitive is, estimated from the 1,262 organizations mapped in public on the Professional services schema: the share of those with the primitive that run it on software. Estimate from public data: the share of mapped organizations that run this on software. Not a recommendation.
| Primitive | Layer | Automation | Peers on software | Software parts named most |
|---|---|---|---|---|
Practice areas and positioning Demand: winning customers | Decisions | LowEstimate | 0 of 915 on software | — |
Business development Demand: winning customers | Process | MediumLayer only | 1 of 1,262 mapped; too few to read | — |
Partners and pitch teams Demand: winning customers | People | LowLayer only | 0 of 1,262 mapped; too few to read | — |
Fee models and rates Demand: winning customers | Decisions | LowLayer only | 0 of 1,262 mapped; too few to read | — |
Proposals and statements of work Demand: winning customers | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Engagement letters and master agreements Demand: winning customers | Decisions | LowLayer only | 0 of 1,262 mapped; too few to read | — |
Engagement scoping Demand: winning customers | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Service lines Supply: making or delivering the offer | Process | HighEstimate | 807 of 1232 on software | AI-Powered (419), Facial Recognition (201), Spyware (160) |
Resourcing Supply: making or delivering the offer | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Procurement Supply: making or delivering the offer | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Suppliers and partners Supply: making or delivering the offer | People | LowLayer only | 0 of 1,262 mapped; too few to read | — |
Engagement delivery Supply: making or delivering the offer | Process | MediumLayer only | 1 of 1,262 mapped; too few to read | — |
Quality and risk review Supply: making or delivering the offer | Process | MediumLayer only | 1 of 1,262 mapped; too few to read | — |
Knowledge and work product Supply: making or delivering the offer | Data | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Logistics and fulfilment Supply: making or delivering the offer | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Creative and campaign production Supply: making or delivering the offer | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Deliverable review and approval Supply: making or delivering the offer | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Client intake Customers: keeping them | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Customer service and support Customers: keeping them | People | LowLayer only | 0 of 1,262 mapped; too few to read | — |
Client relationship partners Customers: keeping them | People | LowLayer only | 1 of 1,262 mapped; too few to read | — |
Customer data Customers: keeping them | Data | LowEstimate | 0 of 50 on software | — |
Repeat and follow-on work Customers: keeping them | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Time and fee billing Money: getting paid and paying | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Collections and lock-up Money: getting paid and paying | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Payments and payables Money: getting paid and paying | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Payroll Money: getting paid and paying | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Accounting and close Money: getting paid and paying | Software | HighLayer only | 0 of 1,262 mapped; too few to read | — |
Budgeting and forecasting Money: getting paid and paying | Decisions | LowLayer only | 0 of 1,262 mapped; too few to read | — |
Cash and treasury Money: getting paid and paying | Data | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Time tracking Money: getting paid and paying | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Retainers Money: getting paid and paying | Decisions | LowLayer only | 0 of 1,262 mapped; too few to read | — |
Engagement margin Money: getting paid and paying | Data | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Client money and trust accounts Money: getting paid and paying | Data | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Org structure People: who does the work | People | LowEstimate | 0 of 46 on software | — |
Hiring People: who does the work | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Onboarding and training People: who does the work | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Performance and pay People: who does the work | Decisions | LowLayer only | 0 of 1,262 mapped; too few to read | — |
Capacity and bench People: who does the work | Process | MediumLayer only | 1 of 1,262 mapped; too few to read | — |
Policies and culture People: who does the work | Decisions | LowLayer only | 0 of 1,262 mapped; too few to read | — |
Utilisation People: who does the work | Data | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Leverage and team pyramid People: who does the work | Decisions | LowLayer only | 0 of 1,262 mapped; too few to read | — |
Core system of record Systems: tools and data | Software | HighLayer only | 1 of 1,262 mapped; too few to read | BusinessOS platform (1) |
Communication tools Systems: tools and data | Software | HighLayer only | 0 of 1,262 mapped; too few to read | — |
Integrations Systems: tools and data | Software | HighLayer only | 1 of 1,262 mapped; too few to read | MIOSA infrastructure (1) |
Reporting and dashboards Systems: tools and data | Data | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Data management Systems: tools and data | Data | MediumLayer only | 1 of 1,262 mapped; too few to read | — |
Security and access Systems: tools and data | Decisions | LowLayer only | 0 of 1,262 mapped; too few to read | — |
Professional registrations Control: rules the company runs under | Decisions | LowLayer only | 0 of 1,262 mapped; too few to read | — |
Regulatory compliance Control: rules the company runs under | Decisions | LowLayer only | 0 of 1,262 mapped; too few to read | — |
Professional indemnity Control: rules the company runs under | Decisions | LowLayer only | 0 of 1,262 mapped; too few to read | — |
Legal and contracts administration Control: rules the company runs under | Data | MediumLayer only | 1 of 1,262 mapped; too few to read | — |
Health, safety and environment Control: rules the company runs under | Decisions | LowLayer only | 0 of 1,262 mapped; too few to read | — |
Conflicts and independence Control: rules the company runs under | Decisions | LowLayer only | 0 of 1,262 mapped; too few to read | — |
Strategy and goals Direction: deciding where it goes | Decisions | LowEstimate | 0 of 35 on software | — |
Governance and decision rights Direction: deciding where it goes | Decisions | LowEstimate | 0 of 583 on software | — |
Management cadence Direction: deciding where it goes | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
Learning and improvement Direction: deciding where it goes | Process | MediumLayer only | 0 of 1,262 mapped; too few to read | — |
The rule, the same for every industry: with 5 or more organizations having the primitive, 50% or more of them on software is high, 20% or more medium, below that low. With fewer, the level rests on the primitive's layer alone and says "Layer only". Software parts are counted once per organization; a detected technology is named by its product. See the blueprint for which organizations run each.
Source: US Census Bureau, County Business Patterns 2023 (national file), employees as of mid-March 2023, payroll for the year; published 2025-06-26. Coded on NAICS 2017. Withheld cells read as not published.
Focused research on the organizations with the fewest mapped parts in professional services; what it finds is public for everyone.
Counts of what public research has found and sourced, each part with its source on the organization’s profile. They say what is known, not how much of the industry exists.