Service Delivery

Codified consulting engagements with reusable templates, AI-assisted execution and client progress tracking

TRUSENTA.IO - Service Deliver module

Powerful features

Codify consulting methodologies into reusable templates. Manage client engagements with AI-assisted execution and progress tracking.

Multi-phase Project Structure
SaaS Webflow Template - Palo Alto - Created by Wedoflow.com and Azwedo.com
Organise complex engagements into sequential phases with clear milestones and stage gates
Primary benefit:
Structure large engagements into manageable phases with defined completion criteria and client approval points
Problem it solves:

Large engagements feel overwhelming without clear structure. Clients don't understand where they are in the process or what's coming next. Activities from different work streams get mixed together making progress hard to track.

Deliverable Management
SaaS Webflow Template - Palo Alto - Created by Wedoflow.com and Azwedo.com
Centralised repository of engagement outputs with version control and client handover documentation
Primary benefit:
Organise all client deliverables in one location with clear handover packages and institutional knowledge capture
Problem it solves:

Engagement deliverables are scattered across consultant laptops, email attachments, and shared drives. You can't find the latest version of a document when the client asks for updates. Handover to clients involves hunting through files to compile deliverable packages.

Progress Tracking & Reporting
SaaS Webflow Template - Palo Alto - Created by Wedoflow.com and Azwedo.com
Real-time dashboards showing engagement completion, activity status and utilisation across all clients
Primary benefit:
Understand engagement health at a glance without chasing consultants for status updates
Problem it solves:

Partners don't know if engagements are on track until they ask. Status meetings consume time gathering information instead of solving problems. Client requests for progress updates trigger scrambles to compile activity lists.

AI-Assisted Document Extraction
SaaS Webflow Template - Palo Alto - Created by Wedoflow.com and Azwedo.com
Automatically extract structured data from client documents using AI actions linked to engagement activities
Primary benefit:
Eliminate hours of manual document review with AI extraction of key information into structured formats
Problem it solves:

Consultants spend billable hours reading through client policy documents, extracting requirements and manually entering data into structured formats. Document review is tedious and error-prone with key details missed. Clients pay consulting rates for administrative work.

Activity Workflow Management
SaaS Webflow Template - Palo Alto - Created by Wedoflow.com and Azwedo.com
Track activity status, capture deliverables and manage dependencies across multi-phase engagements
Primary benefit:
Maintain clear visibility into what's complete, what's in progress, and what's blocked across all client work
Problem it solves:

Project status lives in consultant heads until you ask for updates. You discover activities are blocked only when deadlines are missed. Deliverables are scattered across email, shared drives, and local files with no central record.

Engagement Cloning & Setup
SaaS Webflow Template - Palo Alto - Created by Wedoflow.com and Azwedo.com
Instantiate client engagements from service templates with automatic phase and activity creation
Primary benefit:
Set up client engagements in minutes instead of hours with all activities pre-configured from templates
Problem it solves:

Creating project plans for new engagements takes hours of administrative work. You're copying activities from previous engagements and hoping you don't miss anything. Dependencies aren't clear so activities get started before prerequisites are complete.

Service Catalogue & Templates
SaaS Webflow Template - Palo Alto - Created by Wedoflow.com and Azwedo.com
Define reusable service offerings with phased structures, activity templates and AI-assisted execution
Primary benefit:
Build your consulting methodology once and execute it consistently across unlimited client engagements
Problem it solves:

Every consultant delivers similar engagements differently because methodology isn't documented. You're rebuilding project structures for each client instead of reusing what works. Quality depends on which consultant is assigned rather than consistent process.

Other Modules

Explore some of our other modules.