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- Management Consulting PSA
- Get started
Get Management Consulting PSA running in four steps.
Start with one client engagement and a complete delivery-to-collection rehearsal.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Management Consulting PSA. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Management Consulting PSA in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to open PSA for Management Consulting in ERP.AI. Use Proto to set up the app for your practice. Name the partner, engagement manager, consultants and finance owner who will take part in the first case.
Prepare the first operating cycle
Choose a client and an active engagement. Confirm billing terms, contract value, budget hours, manager and dates. Add the participating team members with their practice, rates and weekly capacity. Have a consultant enter time, an expense and a billable service line against that engagement. Submit the service line and ask the manager to review it. Add a milestone with amount, due date and deliverable summary.
Review before release
Check the service decision and operation receipt. Run the invoice operation on the approved milestone and inspect its result. When payment is confirmed, record it on the milestone payment and check the payment receipt. Open the Engagement Margin Desk and compare delivery, cost, billing and remaining hours with the team’s understanding of the case. Work through implementation before expanding to more client assignments.
Set up Management Consulting PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.