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

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

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