01. Share your needs.
Tell us about your organisation, team size and current process.
CONSULTANCY MANAGEMENT SYSTEM
Give every engagement a clear direction.
Organise client engagements, project tasks and fee administration for your consultancy.
A STARTING POINT FOR YOUR BUSINESSLess scattered work.
Less scattered work.
More room to focus.
Designed for consultants and advisory firms, this solution direction brings related work into a more structured process. The right setup begins with understanding who uses it and how information moves through your organisation.
Walk us through a typical working day. We’ll discuss the relevant modules, user roles and changes needed for your business.
WORKFLOW AREAS TO DISCUSS
- Client engagements
- Work plans
- Milestones
- Consultancy invoices
These are discussion areas rather than a guaranteed package specification. Request a walkthrough and confirm the included scope.
Choose with confidence.
02. Review the fit.
Discuss available functionality, required changes and a walkthrough where available.
03. Agree the scope.
Confirm delivery, pricing, deployment and support terms before proceeding.
LET’S MAKE WORK FLOWYour next chapter.
Let’s discuss your business ↗Your next chapter.
A better way to work.
Tell us where work gets complicated. We’ll help you find a practical starting point.