These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Management Consulting PSA
- Implementation
How a Management Consulting PSA rollout works
Prepare a pilot around one client engagement and its delivery-to-billing cycle.
Set up the firm
Enter practice organizations, team members, rates, capacity and users. Agree who maintains these records.
Load the first client
Confirm billing terms, partner and owning practice, then create the engagement with manager, contract value, budget hours and dates.
Rehearse delivery
Have a consultant enter time, expense and service work. Submit and review a billable service line.
Rehearse billing
Approve a milestone with amount and engagement, run its invoice operation, then record a confirmed payment.
Review economics
Compare engagement delivery and cost with invoiced amounts in the Engagement Margin Desk.
What the customer provides
Bring a representative client, a signed engagement scope, the delivery owner, consultant rates, budget hours, milestone amounts and dates, and a finance contact who can verify invoice and collection outcomes. Agree how the team will store supporting contracts, deliverables and receipts.
Changing it afterwards
Start with the same review routine each time: inspect the source engagement, the affected delivery records and the operation receipts. Update roles, rates and review responsibilities deliberately as the practice changes. Rehearse a failed service approval and a failed milestone invoice before using the pattern across the portfolio. See get started for the first cycle.
Set up Management Consulting PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.