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- Management Consulting PSA
- Who it's for
- Transformation teams
Transformation teams
A transformation engagement can involve several consultants, recurring expenses and contractual deliverables. The team needs a shared record of the client assignment while each person retains responsibility for their own time and service work.
How Management Consulting PSA is set up for you
Work ownership
engagements names the manager and organization; team members keeps each consultant's practice, rates and weekly capacity.
Cost visibility
time entries, service entries and expenses connect work and cost to the engagement.
Milestone follow-up
milestones carries owner, due date, amount and status; milestone payments carries the later invoice and collection details.
A transformation engagement can involve several consultants, recurring expenses and contractual deliverables. The team needs a shared record of the client assignment while each person retains responsibility for their own time and service work.
Use one client transformation engagement with a manager, a small consulting team and a known end date. Enter contract value and budget hours. Have each consultant log time against the correct client and engagement, then submit a service line for the billable work. Submission runs the service checks; the manager inspects the description, hours, billable choice and result. For travel costs, record the expense category, amount and receipt reference with the same engagement.
At the weekly review, compare logged hours with budget hours and inspect the Engagement Margin Desk for over-budget signals. Ask the engagement manager to identify any submitted service line needing correction before the partner uses approved delivery in a client conversation. Check approved service amount separately from invoiced service amount. If a contractual deliverable is ready, confirm its milestone amount and engagement before invoicing. When collection occurs, record the payment on the linked milestone. See [delivery review](/psa-for-management-consulting/processes/delivery-review) for the service review.
Features to start with
Margin and evidence
Read engagement margin against delivered work, costs, invoices and recorded decisions.
Clients and engagements
Keep client terms, accountable ownership and delivery budgets on each engagement.
Consultant capacity
See consultant rates, practice membership and logged hours beside engagement demand.
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.
- Operations Reviewer
- Reviews decision and operation evidence across delivery and billing.
Set up Management Consulting PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.