Management Consulting
Advise clients on efficiency — while operating efficiently yourself.
Management consulting firms need precise project management, utilization tracking, and profitability analysis across diverse client engagements. We build Odoo-based systems that manage your pipeline, track engagement profitability in real time, optimize consultant utilization, and automate billing and reporting — giving partners the data they need to make strategic decisions.
Challenges in Management Consulting
These are the operational hurdles we help management consulting businesses overcome every day.
Utilization Visibility
Without real-time utilization data, you cannot optimize staffing across engagements or plan capacity for new business accurately.
Engagement Profitability
Some engagements appear profitable on revenue but are margin-negative when actual consultant hours and expenses are factored in.
Pipeline to Delivery Handoff
When a deal closes, the transition from sales to delivery often loses context — scope, expectations, and key contacts fall through gaps.
Expense Management
Consultants incur travel, hosting, and client-related expenses that need to be tracked per engagement for both reimbursement and client billing.
How We Help Management Consulting Businesses
Purpose-built ERP modules and custom solutions that address your industry-specific needs.
Engagement Management
Full engagement lifecycle — from proposal and scoping through delivery and closure. Automatic handoff from CRM to project management.
Utilization Dashboards
Real-time utilization tracking per consultant, team, and practice area. Target vs. actual comparisons with forward-looking capacity planning.
Profitability Analytics
Engagement-level P&L combining revenue, labor costs, and expenses. Drill down to phase, task, or consultant-level profitability.
Expense Tracking
Mobile expense capture with receipt scanning. Auto-categorize expenses per engagement for both reimbursement and client billing.
Proposal Generation
Template-based proposals with configurable pricing, team bios, and methodology sections. Track versions and client approvals.
Knowledge Management
Capture engagement learnings, methodologies, and frameworks. Searchable knowledge base helps consultants leverage firm-wide expertise.
Key Modules & Tools
Our Implementation Process
Firm Analysis
Map your practice areas, engagement models, team structure, and KPI targets to design a system that fits your firm culture.
System Design
Configure engagement templates, billing models, utilization targets, and reporting dashboards per your firm requirements.
Migration
Migrate active engagements, client data, and pipeline from existing systems. Validate financial data for accurate historical reporting.
Rollout
Train partners, managers, and consultants in phases. Start with time tracking and billing, then expand to full engagement management.
Frequently Asked Questions
Can the system handle different rate cards per client?
Yes. Each client engagement can have unique rate cards by consultant level (Partner, Manager, Analyst) with automatic rate application in billing.
How does the pipeline-to-delivery handoff work?
When a CRM opportunity is won, the system auto-creates a project from the engagement template with scope, team assignments, and milestones pre-populated from the proposal.
Can partners see firm-wide utilization and revenue forecasts?
Yes. Executive dashboards show firm-wide utilization, revenue recognition, pipeline forecast, and engagement profitability — filterable by practice area, partner, and time period.
Related Industries
Optimize Your Consulting Practice
Tell us about your management consulting business and we'll design a tailored ERP solution within 24 hours.