Project management for consulting companies

Software for project-oriented ways of working is always complex. However, a real system challenge arises in project management for consulting firms. Besides a reliable controlling and information in real time, needs besides the calculation of services and a quick way to evaluate all data. All requirements should be able to be handled quickly and effectively in a single system solution. Because as a consulting company, projects are usually handled directly "live" at the client's premises and solutions to problems are developed for the client company.

In order to be able to do competent work here, the consulting firm needs reliable software. And the demands on such software are growing. Here are the essential points of what project software for consulting firms must be able to do:

Mastering complex processes in consulting companies

Project processes are always complex. Functions and data always have to be used and retrieved in a way that is different from the client company's particular problem. The information obtained must also be retrievable for the future. This performance must be documented. This is partly necessary during the project, partly afterwards.

Network and retrieve services and information

Projects have different focal points. Depending on the task, the focus is on customers, sales, internal organisation, consulting, purchasing etc. Depending on the type of project, there are also different project phases. A project management system has the task of dividing the different phases into tasks. The software must not only display these tasks transparently, but also create the possibility to pass them on. Information such as e-mails, invoices, project staff, etc. must be accessible to everyone and at the same time always be traceable in the workflow.

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Overview from start to finish

Even during the acquisition, a lot of data is already collected about the potential new customer, which can be relevant for the later course of the project. Therefore, the system should have the possibility to make this data available for the later "real" project process. In addition to messages and documents, this also includes comments and minutes of conversations that can document agreements.

Document management via link

From the presentation to the evaluation to the contract - all these documents are relevant to the course of a project and will continue to be so until its conclusion. A simplified control of these documents can be generated via an appropriate system, e.g. via links. A major advantage is that there is only one "current" document whose changes can always be traced through appropriate documentation. This reduces the susceptibility to faulty copies or redundancies. In addition, this method saves storage space.

Time and deadline management in consulting firms

An essential point in projects is always time. In most cases, deadlines are set from the beginning and usually these cannot be met. In order to stay as close to the schedule as possible, a calculable insight into the course of the project is necessary. The system should, for example, monitor the Record the working hours of the consultants. In this way, delays can be recognised in time and counteracted. At the same time, it is important for the company that all tasks performed are also recorded. In consulting firms, this often falls by the wayside. Therefore, it is good to have a system that records services as automatically as possible and transfers them to the invoice. Mobile apps that transfer the data directly into the system can be helpful here.

Calculating correctly in consulting firms

Quotation, accompanying and final costing. All relevant to determine the profitability of a Project with all costs and revenues. A system should also accompany this from an accounting point of view and be able to map the accounting in addition to the management. The invoiced services can be used to create reliable invoices in the system and provide a good basis for reports before, during and after the course of the project.