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- PM + CRM for Consulting
- Who it's for
- Technology consulting
Technology consulting
Technology consulting work can change as discovery reveals new requirements. The engagement provides the contracted subject, due date, fee and owner; a linked proposal records a revised service line, scope and proposed fee. Independent review makes the decision on a particular revision visible to the team delivering the work.
How PM + CRM for Consulting is set up for you
Keep work bounded
Open a separate engagement when a client assignment has a distinct commitment and due date.
Capture changes
Link a proposal to the engagement when added integration or migration work changes the agreed scope.
Record service time
Use dated entries for consultants working under that parent engagement.
Keep evidence nearby
Attach the relevant acceptance material with an internal or shared visibility choice.
Technology consulting work can change as discovery reveals new requirements. The engagement provides the contracted subject, due date, fee and owner; a linked proposal records a revised service line, scope and proposed fee. Independent review makes the decision on a particular revision visible to the team delivering the work.
Start with one client implementation that has a known fee and delivery owner. Record its current scope revision and due date. Add an example proposal for a changed migration task, then have a different person approve or return it with a reason. Enter delivery hours and approved hours on service entries. Before acceptance, inspect the attachment titles, evidence types and visibility choices with the team that will share material with the client.
In the operations review, look at the engagement status alongside approved delivery time. If a guarded action has an external effect, inspect the operation receipt's result state and external reference before declaring the work complete. A failed or needs-review result should send the team back to the engagement and its evidence.
Features to start with
Engagements
Follow contracted consulting work from draft scope through delivery, review and acceptance.
Operations Overview
Review contracted value, approved delivery time and open exceptions across consulting engagements.
Service Entries
Keep dated consultant work, approved time, rates and invoice references beside the engagement.
Roles on the team
- Admin
- Maintains organization and membership records and checks access across the practice.
- Engagement Owner
- Owns client engagement details and prepares scope proposals for review.
- Consultant
- Records service time against the engagement being delivered.
- Independent Reviewer
- Records a reasoned decision against the current engagement revision.
- Billing Lead
- Checks approved hours, rates and invoice references before billing handoff.
- Operations Lead
- Reviews portfolio value, delivery time and unresolved operation results.
Set up PM + CRM for Consulting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.