WE HAVE MANY CLIENTS WITHIN CONSULTING. IN FACT WE SERVE CLIENTS FROM THE INDUSTRY FROM ALL OVER THE WORLD. FROM SYDNEY TO DUBAI, FROM COPENHAGEN TO NEW YORK.
The pivotal point in most consulting companies is naturally selling time, expenses and e.g. mileage allowance. With WorkBook, time and expenses are easily and quickly entered. The management consultant can also access this easily when out of the office as the system is web-based or via their iPhone/iPad. Precise and ongoing time entry together with easy access to price quotes as well as the accumulated actual expenditures create the possibility of fast and ongoing invoicing of the projects. In consulting, it is crucial to have an overview and time utilization and be able to handle various fee and bonus models. WorkBook can easily be configured to handle different models and templates.
We help Consulting firms achieve better results in:
LATE TIME SHEETS
“My time sheet…? I’m sorry, I forgot! I’ll submit it to you by tomorrow.”
Ever heard that phrase when trying to get the invoice submitted to your client? The Time sheet should be really easy to fill in and submit for approval. WorkBook has numerous areas all over the system to quickly enter your time while you undertake each task. In Consulting firms, many employees have iPhones/iPads, which you can use to log your hours when not in the office.
COLLABORATION AND KNOWLEDGE SHARING
“Did Peter finish his work and did the client approve?” “Are we over or under budget & who has the last approved version of the agreement?” Keep a constant grip on the project by sharing documents & information while updating one another directly in the system, a key part of any project driven business. Can also be used for collaborating with your client through the Client Portal.
“Do we need to let someone go or do we need to bring in extra people?” How are these decisions taken today – do you know the figures and do you have the exact knowledge about your Consulting business and finances that will make sure you are promoting the right people?
NEW BUSINESS AND PIPELINE
“What’s the current value of the pipeline and all potential new business?” WorkBook provides a 12 month revenue forecast report of both the approved projects and the new business pipelines along with when the new business is expected meaning you can see expected revenue from your pipelines plus all actual revenue from ongoing projects. A capacity graph showing if you have resources available to take on this new business could also come in handy I presume!
If your Consulting firm operates from multiple locations, can you share the resources, tasks and information in between them? Can you get the finance figures immediately without having to get them from someone else first?
There are many systems out there where it is possible to record your time and there are also systems that make it possible to invoice a client. Many of these systems are, by the way, a lot cheaper than WorkBook. But WorkBook is, on the other hand, one of the very few systems that – based on profound and specific knowledge of relevant business areas – can handle the workflows of Consulting firms.