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Operations Management for Consultants

You’re at the top of your consultancy game. You’re busy doing valuable work with clients who are getting results. How would you like to spend more billable time with them? We help consulting businesses develop smarter, more profitable ways of working.
Every consulting practice is different, but when it comes to challenges, there’s definitely some common ground. Regardless of your industry focus, type of consultancy or size, we think that some of these might sound familiar to you.

  • “Why have our billable hours shrunk?”
  • “What’s going on with the Smith project?”
  • “Why didn’t someone get back to that prospect?”
  • “Do we really have the capacity to take on that client?”
  • “Non-billable really shouldn’t be that high.”

Core Challenges


Billable v Non-Billable

Pricing models vary from consultant to consultant, but most typically exchange time for money. If that’s you, then it’s likely that keeping an eye on the Billable v Non-Billable ratio is important. Creating extra hours in the day is impossible, but through automation and better workflows you can win back time. And when you do, you’ll create more billable capacity and more revenue for your consultancy.

Projects and Resources

Juggling multiple consultancy projects and the resources to deliver them isn’t easy. Getting the balance right between being too busy and just busy enough can be difficult. Capacity planning can be a real issue, especially if you don’t have the information to make informed decisions. Automating this process and having real-time visibility of where you are can help win back control of your consultancy.

Selling More Consultancy

With so much to do in your consultancy business it can be all to easy to take your eyes of the sales process. Even if you’re at capacity, it’s healthy for any business to have a proper process for their sales and business development activity. It’s even better if that process is automated. Uniting sales, marketing & business development activity means you’ll never let another potential client slip through the cracks.

Real Problems. Real Solutions.

We believe there’s a better approach to run your agency. An approach that is about LESS tools, not more. An approach that is all about putting you in control and maximizing​ your billable hours. It’s what we call Service Operations, and, through our partnership with Accelo, we’ll help you develop smarter ways of working, driven by a single, powerful application.

Workflow Automation

Use triggers and automation to improve your agencies processes and workflows – speeding up operations.

Centralised Inbox

View all client and team communication in a single place – increasing efficiency throughout your entire agency.

Automated Timesheets

Remove the hassle of time sheets with a system that tracks emails, calendar entries & notes in real time.

Sales Management

Two-way, native sync with Google Apps, Office365, and Exchange.

Team Scheduling

Ease your capacity planning headaches by managing the peaks and troughs of your agency workload.

Manage Projects

Use a suite of tools to help take the pain out of project management managing client and internal projects.

No sense in going it alone when these guys have seen it and done it. Highly recommend!
Rhett Molitor

Co-Founder Basis 365 Accounting Orange, California, USA

Let Us Help You Grow

Our experience of working with lots of consultants over the years has taught us something you may already know – managing a thriving consultancy is hard. Our job to help you navigate the path to a better way of working for you and your clients.