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- Management Consulting PSA
- Who it's for
- Strategy practices
Strategy practices
Strategy practices often deliver a sequence of workshops and written recommendations. Each client engagement needs an owner, a contract value, budget hours and dates. Keep each workshop or deliverable tied to the engagement so a partner can review what has been delivered before discussing more scope.
How Management Consulting PSA is set up for you
Client relationship
A Partner owns clients while an Engagement Manager owns each engagements record. One client can have multiple active assignments with different budgets.
Delivery review
Consultants enter time entries and service entries for workshops, analysis and presentation work. Submitted service lines move through the guarded approval.
Commercial check
The Engagement Margin Desk lets the partner compare delivered amount and cost with contract value, invoiced service amount and remaining hours.
Strategy practices often deliver a sequence of workshops and written recommendations. Each client engagement needs an owner, a contract value, budget hours and dates. Keep each workshop or deliverable tied to the engagement so a partner can review what has been delivered before discussing more scope.
Start with one active client and one strategy engagement. Enter its contract value, budget hours and expected end date. Name the manager and practice, then have the working team enter its time and service lines. Submission runs the service checks; the manager inspects each result before using approved service amount in a review. A line that fails those checks stays Submitted with a Failed operation receipt.
If the work is billed by milestones, record each deliverable summary, amount and due date. Approve the milestone after checking the deliverable, then let Finance Manager run the invoice operation. At the partner review, distinguish delivery completed from invoices recorded and payments received. Use [engagement setup](/psa-for-management-consulting/processes/engagement-setup) to rehearse the first assignment.
Features to start with
Margin and evidence
Read engagement margin against delivered work, costs, invoices and recorded decisions.
Consultant capacity
See consultant rates, practice membership and logged hours beside engagement demand.
Service delivery
Connect delivered service lines to engagements and inspect submitted billable work and its approval result.
Roles on the team
- Partner
- Owns client relationships and reviews engagement economics.
- Engagement Manager
- Owns delivery, inspects service approval outcomes and decides when milestones are ready to bill.
- Consultant
- Records personal delivery, time and expenses.
- Finance Manager
- Handles milestone invoices, receipts and commercial reconciliation.
Set up Management Consulting PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.