Sector · Consulting and procurement

Reporting for consulting firms and procurement teams

Your raw material is your people’s time, and your result depends on the share of it that sells. Following that engagement by engagement means bringing time entry, scheduling and invoicing into one model.

Expert consultants: 11
Projects delivered since 2019: 100+
Of scoping workshop, free: 2 h
Saint-Priest, and the whole region: Lyon

Where the figures come from

The systems we connect in this sector

Time entry

Hours by consultant, by engagement and by task, distinguishing sold time, internal time and pre-sales time.

The CRM and the pipeline

Opportunities, proposals sent, win rate and expected start dates.

The ERP and invoicing

Contracts, milestones, progress billing, expense claims and subcontracting.

Purchasing and spend

Requests, orders, approved suppliers and open commitments, for procurement departments steering their company’s spend.

What you follow

The indicators these companies really watch

These are the ones we find from one project to the next. Your list will differ at the edges, and refining it is the work of the scoping workshop.

Billable rate

Hours sold over hours available, by consultant, by team and by month. It is the most watched indicator, and the one that calls for the most precise definition.

Margin by engagement

Fees set against the real cost of the people involved and of subcontracting, expenses included. It separates the engagements that keep the firm alive from the ones that keep it busy.

Variance to the engagement budget

Days consumed against days sold, while the engagement is running. The warning arrives while the trajectory can still be changed.

Visibility of the order book

Days already sold over the coming months, completed by the weighted pipeline. That curve is the one that drives hiring.

Win rate

Proposals won against proposals sent, by type of engagement and by origin of the contact.

Spend under management

The share of spend going through approved suppliers, and the gap between the negotiated price and the price actually invoiced.

What calls for care

The points where these projects are decided

They come back almost every time in this sector. Knowing them in advance changes how the project is run, and the order in which things are done.

Frequently asked

What people ask us about this

Do we have to change our time entry tool?

Rarely. Most tools on the market expose their data or allow a regular extract, and that is enough. When entry happens in a spreadsheet, the project is also a good moment to put a simple entry application in place, and that stays a separate decision.

Can the profitability of a running engagement be followed?

Yes, as soon as time is entered weekly. Progress is calculated on days consumed against days sold, and the report flags the engagements whose trajectory is drifting, with the number of days left.

Our consultants work at the client site, does the entry follow?

It is the point we insist on most, because everything else depends on it. A weekly report of the entry rate by name, sent automatically, is usually enough to bring regularity back within a few weeks.

Other sectors

We also work here

Let us talk about your case.

Eleven expert consultantsSaint-Priest, near Lyon, France

Two hours with a consultant to look at your sources, measure the volumes and spot the rules to settle. Free and without commitment.

Request a scoping workshop

No commitment · in Saint-Priest, at your offices or over video