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Service Operation 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.

Managing projects & 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.

If you’re a modern and ambitious consultancy, we think there’s a better approach to run your business. An approach means less tools, not more. An approach that puts you back in control with more billable hours. It’s called Service Operations, and, through our partnership Accelo, we’ll help you develop smarter ways of working, driven by a single, powerful application.


Workflow Automation

Use automation to improve your consultancies processes and workflows – helping you win back billable hours.

Centralised Inbox

View all client communication in a single place – increasing efficiency throughout your entire consultancy.

Automated Timesheets

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

Sales Management

Effortlessly manage every sales lead that comes into your practice from enquiry through to proposal.

Team Scheduling

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

Manage Projects

A suite of tools helps take the pain out of project management managing client and internal projects.
These guys are Systems Gurus!

Communication was phenomenal; whether via video chat, email or face to face training, all interactions were fun, educational & considerate of our time & priorities.

I couldn’t recommend Waypoint any higher – it was the best investment we made towards the growth of our business. Alex Frankie-Crooks

Manager, Mark Douglass Design - Melbourne

Accelo Stories

The latest stories, news and helpful updates from the team at Waypoint.

Problems in Accounting Practice Management

Problems in Accounting Practice Management

The changing challenges of Accounting The accountancy landscape has changed considerably over the last fifteen years. People of a certain vintage will have experienced each and every change along the way. Such is the pace of change, that even relative newcomers to the...

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Lancaster Consulting – Client Story

Lancaster Consulting – Client Story

We worked with Adam and his team to understand the current process for managing projects. This involved a mix of spreadsheets and paper based documentation. Once we got to grips with the current way of working we were able to develop a new process that would give Adam the visibility needed to manage the day-to-day operations and plan for the future.

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Get Started

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.


If you’re keen to find out more and want to get started get in touch. Or, if there’s a question you have about any aspect of project management for Consultants, please click on the link to get in touch.