Who it is for
Professional services firms that sell time
A mining consultancy
Twenty to forty people: mine planners, geologists, surveyors and rock engineers, working remotely and on client sites every week. Most jobs are short plan updates with weekly client presentations; the rest are two to three month studies with milestones. Their pain is familiar: nobody can see the path from first contact to purchase order, time is captured but cannot be broken down, proposals keep under-estimating the same kinds of work, and nobody knows how much is left on a PO until finance says so.
- Pipeline from lead to PO with time to PO and win rate
- Proposal accuracy by type of study
- PO value, invoiced and remaining per job
- Who is on which mine this week, and the December crunch in advance
An engineering consultancy
Structural and facade design, drafting and site supervision, with work arriving from main contractors in bursts. Directors need to know which disciplines are overbooked and which jobs are eating their margin.
- Capacity by discipline after leave
- Margin by project and by client
- Late timesheets and unsent invoices flagged weekly
An agency
Websites, platforms and monthly retainers on the same team. The questions are utilisation, retainer drift and which projects ran over.
- Utilisation per person and per discipline
- Retainers and projects side by side
- The Monday report for the partners
See it on your own numbers
Thirty minutes, on a sample business shaped like yours. Then two weeks to your first real Monday report.