Operations & Delivery

Turn strategy into consistent, high-quality execution. Assess operations, organize delivery, manage time and billing, and measure results through one connected workspace.

Foundation preview · Admin only

Operations Dashboard

Real-time overview of the selected organization, its delivery portfolio and operational maturity.

Phase 1 shows projects and readiness only. Time, billing and financial actuals are scheduled for Phase 2.

Operations Improvement Priorities

Based on your saved operational assessment.

Operational Readiness Assessment

Seven areas, three questions each. Score your current practices from 0 (Not established) to 4 (Measured and consistently improved). Responses are saved to your organization's account.

Personalized Improvement Plan

Recommendations adapt to your assessed maturity and identify the most important improvements first.

Clients & Projects

Create an engagement record to establish your portfolio. Client names, descriptions and budgets are visible only to users authorized for this organization.

Project Portfolio

Time & Expenses

Capture work by client and project, review billable hours, and prepare approved entries for invoicing.

Time entry: date, client, project, hours, description, billable flag
Billable rates and time approval workflow
Expense capture and approved reimbursements
Billable utilization and budget consumption

No timesheets are saved yet. This is the workflow blueprint—not a live time-record system.

Invoices & Billing

Link invoicing to executed and approved work rather than re-entering hours manually.

Draft invoices from approved time and expenses
Fixed-fee, milestone and hourly billing models
Invoice numbering, review, issue and status tracking
Receivables, delivery margins and project-level revenue

Invoice issuance, payments and financial records are not active. Those require audited calculations, tenant isolation, server validation and permission controls.

People, Roles & Capacity

Know who owns work, who can approve it, and how much capacity is available.

Team profiles and project assignments
Roles, availability and workload visibility
Project responsibility and approval chains
Capacity planning and utilization reporting

Workflows & Governance

Make execution consistent by connecting policies, approvals and repeatable processes.

Operating model, responsibilities and decision rights
Reusable SOPs and project delivery templates
Time approval, invoice approval and change control
Risk and issue management, compliance evidence and audit history

Insights & Performance

Connect operating activity to financial and delivery outcomes.

Delivery Health

Milestone completion, schedule variance and project risks.

Utilization

Billable hours, resource load and available capacity.

Delivery Economics

Budget burn, invoiced revenue, outstanding invoices and project margin.

Performance indicators will use real customer data once the secure project, time and billing foundations are built; no sample numbers are presented as actual results.

Organization & Access

Paya is a multi-organization platform. The platform administrator can provision organizations; each organization's admin can assign access to its members.

Current organization

Create organization

Assign User Access

The user must already have a Paya account. Organization administrators control roles and access independently for each organization.