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Consulting firms, practices, and professional-services companies bleed margin from consultant under-utilization, uncaptured cost overruns, late billing, and manual project management. We implement project automation, integrated timesheet, automatic billing, and utilization dashboards.
3 minutes · No commitment · Response within 24 hours
The problem
Consultants bill only a fraction of their time to clients; the rest is lost to bench, training, and meetings. No visibility of who's available for the next project. Idle resources while the partner hunts for assignment.
Consultants fill sheets, manager reviews, HR types into payroll system. Frequent errors. Billing delayed waiting for hour approval.
Approved hours don't auto-sync to customer invoices. 30-45 day delays in invoice generation. Constant negative cash flow.
Project costs vs revenue not compared until month/quarter end. Losing projects go undetected. Pricing decisions made without real data.
What the data says
Consultancies, accounting firms and engineering practices sell expert hours. Utilization, time-to-cash and timesheet defensibility decide between growing with margin or growing in stress. Public IBM and Coveware reports show they also carry a breach risk comparable to legal: their clients’ financial, operational and strategic data.
Figures as published by the cited sources. Your firm’s specific margin is surveyed by diagnostic; not projected from a global average.
How we see it
A firm rests on four layers: assign the expert hour, deliver with evidence, bill on time and protect the client’s secret. When one fails, the firm works hours it cannot bill, bills without support, or suffers a breach that hits the trust that differentiates it. A diagnostic reveals which of the four is eroding margin today.
Do you know, at the start of the week, how much free capacity each consultant has?
Live visibility of consultant pool against project pipeline. Power BI shows utilization by person and practice; the pitch stops depending on "ask María if she can".
Does evidence of delivered work reach the system the same day?
Mobile timesheet with per-project description, manager approval, deliverable versioning in SharePoint, change traceability. The defence to the client ("what did you do this week?") assembles itself.
Do approved hours become a CFDI before the 5th of the month — or after the 25th?
Approved timesheet automatically triggers a draft CFDI 4.0 per project, validates recipient with SAT, timbra and ships. DSO stops being a close-of-month mystery.
Can you demonstrate how you protect the client data entrusted to you?
Per-client access control with Entra ID, Microsoft Purview labels on confidential deliverables, auditable log. The answer to corporate procurement stops being "trust us".
The solution
Real-time visibility of who's available, when, for what project type. PM can auto-assign from available consultant pool.
Consultants enter hours on mobile/web. Manager approves or rejects. Auto-sent to payroll and customer invoice generated.
Approved hours auto-generate customer invoices in correct format, with activity breakdown. No delays.
Dashboard showing % billable vs non-billable hours per consultant. Identifies under-utilized resources for proactive reallocation.
Auto-comparison of project cost (hours * $/hour) vs revenue (hours * price/hour). Margin calculated in real-time. Alerts if margin is low.
When customer requests change, documented, budgeted, approved, and auto-added to billing. No hidden or unpaid changes.
Free diagnostic · No commitment
Our professional services diagnostic analyzes your current utilization, billing cycle and project profitability. You'll get an operational efficiency score.
3 minutes · No commitment · Response within 24 hours
Looking for something else? · Operational Diagnostic
If you need a diagnostic that covers processes, data, integrations and operations — not just the tenant — the Operational Diagnostic is a tailored consulting service.
Learn about the Operational Diagnostic →