Xergy offers Proteus, a cloud‑based platform that unifies sales, bidding, and project delivery for engineering consultancies and project owners. By integrating with existing ERP and CRM systems, it provides real‑time cost, resource, and schedule visibility, automated proposal generation, and built‑in financial tools to streamline workflows, reduce silos, and improve profitability.
Funding
$3.9M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Engineering consultancies and project owners often struggle with fragmented workflows, manual data entry, and limited visibility into project costs, resources, and schedules, leading to delays, cost overruns, and reduced win rates.
Solution
Proteus is a cloud‑based platform that unifies sales, bidding, and project delivery processes into a single connected system. By integrating with existing ERP and CRM tools, it pulls real‑time data on hours, costs, and resources, enabling consistent bid evaluation, automated proposal generation, and continuous project controls. The solution provides dashboards for risk monitoring, financial oversight, and resource optimization, allowing teams to identify issues early and maintain profitability. Built‑in finance, invoicing, and purchasing modules streamline financial management, while customizable templates and work‑breakdown structures support complex engineering projects. Seamless integrations and a low‑cost adoption model help firms transition without silos.
Target Audience
Proteus targets engineering and design consultancies, as well as energy, infrastructure, and oil & gas project owners that need end‑to‑end control over bidding, delivery, and financial performance.
Features
- Integrated sales module with standardized bid evaluation, opportunity tracking, and customizable proposal templates
- Real‑time project delivery dashboard showing costs, resources, schedules, and risk metrics across the portfolio
- Granular cost and resource tracking at work‑package level, including equipment, software, and labor rates
- Automated financial management tools for invoicing, purchasing, PO tracking, and forecasting with integration to Xero, Sage, and other systems
- Seamless ERP/CRM integrations via documented APIs and Workato connectors for systems such as SAP, Oracle, Microsoft Dynamics, and Workday
- Portfolio‑wide visibility with configurable dashboards, supplier performance tracking, and resource optimization analytics
- Built‑in reporting engine with drag‑and‑drop report builder and secure sharing of custom reports
- Cloud‑native architecture that eliminates data silos and supports multi‑user collaboration