📊 Made For Consulting Firms
Deliver Excellence from Proposal to Project Completion
Empower your consulting practice with comprehensive tools for client acquisition, project delivery, team management, and financial tracking. Everything you need to run a high-performance consulting firm
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FOCUS ON DELIVERING VALUE
Manage your entire consulting lifecycle from business development to project delivery and billing in one unified platform
Client Acquisition
Track opportunities and close more consulting engagements
Project Delivery
Manage complex consulting projects with precision
Resource Optimization
Allocate consultants efficiently across engagements
Financial Management
Handle proposals, time billing, and profitability
BUSINESS DEVELOPMENT
Opportunity Management
Lead tracking for potential engagements
RFP and proposal pipeline management
Client pitch tracking and follow-ups
Win/loss analysis and insights
Proposal Development
Professional proposal creation and templates
Scope of work and deliverable definition
Pricing models and fee structures
E-signature and contract management
Client Relationship Management
Complete client database and interaction history
Key stakeholder mapping and engagement
Account development and expansion tracking
Client satisfaction monitoring
PROJECT DELIVERY
Engagement Management
Project planning and work breakdown
Milestone and deliverable tracking
Client communication and status updates
Quality assurance and review processes
Time Tracking & Utilization
Consultant time tracking by project and task
Billable vs. non-billable hours monitoring
Utilization rate tracking by consultant
Timesheet approval workflows
Methodology Implementation
Consulting framework and methodology templates
Phase-based project structures
Standard deliverable templates
Best practice documentation
Project Performance
Budget vs. actual cost tracking
Project profitability monitoring
Delivery timeline adherence
Client engagement health metrics
RESOURCE MANAGEMENT
Consultant Allocation
Skills-based resource assignment
Capacity planning and forecasting
Multi-project resource balancing
Availability and scheduling management
Team Performance
Individual consultant productivity metrics
Expertise and specialization tracking
Professional development monitoring
Performance reviews and feedback
Skill Management
Consultant skill inventory and profiling
Industry and domain expertise tracking
Certification and credential management
Bench resource visibility
FINANCIAL MANAGEMENT
Billing & Invoicing
Time-based and fixed-fee billing
Retainer and milestone invoicing
Expense reimbursement tracking
Payment collection management
Project Budgeting
Engagement budget creation and allocation
Cost tracking and variance analysis
Revenue recognition and forecasting
Profitability analysis by project
Expense Management
Consultant expense submission and approval
Client-billable expense tracking
Travel and accommodation management
Reimbursement workflows
KNOWLEDGE MANAGEMENT
Deliverable Library
Templates for common consulting deliverables
Client presentation repositories
Research and industry insights storage
Best practice documentation
Project Documentation
Meeting notes and client communication logs
Project findings and recommendations
Implementation guides and documentation
Lessons learned capture
Reporting & Analytics
Client status reports and dashboards
Executive summary generation
Data analysis and visualization tools
Custom report builder
HOW CONSULTING TEAMS USE OLQAN?
Powering Consulting
Success
From proposals to profitability, every team runs smoothly in one platform
Partners & Business Development
Track opportunities, develop proposals, negotiate contracts, and manage client relationships for account growth and expansion
Project Managers
Plan engagements, allocate consultants, track deliverables, manage client expectations, and ensure projects stay on budget and schedule
Consultants
Log time spent on client work, document findings, create deliverables, collaborate with team members, and submit expenses for reimbursement
Finance Teams
Generate time-based invoices, track project profitability, manage consultant expenses, and monitor firm financial performance
Practice Leaders
Monitor service line performance, allocate resources across engagements, track consultant utilization, and identify growth opportunities
RESULTS YOU CAN EXPECT
Smarter consulting, faster deals, stronger returns
35%
Increase in consultant utilization rates
40%
Faster proposal-to-contract conversion
45%
Improvement in project profitability
Ready to Transform Your Consulting Practice?
Get your consulting firm operational quickly with our templates for engagement types, deliverables, and workflows