Professional Services
On Message, On Time: Transforming Agency Collaboration with Integrated Project Management
Transforming agency delivery with integrated resource management, project tracking, and client engagement tools for 500+ team members.
500+
Consultants Enabled
25%
Utilization Improvement
9 months
Timeline
The Challenge
[Placeholder content] A global consultancy was managing projects and resources across disconnected systems—spreadsheets for resource planning, separate tools for time tracking, and manual processes for client reporting. This created visibility gaps and inefficiencies.
With 500+ consultants working across dozens of client engagements, the business needed an integrated platform for resource management, project delivery tracking, and real-time visibility into utilization and profitability.
Our Approach
[Placeholder content] We implemented a professional services automation (PSA) platform integrating resource management, project planning, time & expense tracking, and financial management. The solution connected CRM for client relationships with project delivery systems.
Consultants gained mobile access to project updates and time entry. Project managers received real-time dashboards for resource allocation, budget tracking, and milestone progress. Leadership gained visibility into portfolio health and profitability.
The Impact
[Placeholder content] 500+ consultants were onboarded onto the unified platform. Utilization rates improved by 25% through better resource matching and reduced bench time.
Project profitability became visible in real-time, enabling proactive management of scope and budget variances. Client satisfaction improved through more accurate status reporting and better delivery predictability. The platform enabled data-driven decisions for capacity planning and strategic growth.