Management Consultancy Tools: Proposals, Client Project Spaces and Utilisation

Mythex lets a management consultancy replace the fortnightly status deck with a client project space that shows phases, milestones and what is waiting on the client, plus a proposal builder priced from roles and days, a CRM that follows sponsors between companies and a dashboard of utilisation against pipeline. Describe your firm in chat, check the live preview and publish with a real database.

How a small consultancy actually runs

A consultancy sells judgement in projects: a scoped proposal, weeks of interviews and analysis, workshops, recommendations, sometimes interim support. Profit depends on utilisation, and work depends on relationships, often with sponsors who move between companies. In a small firm the tools are slide decks, a shared drive, email and a timesheet spreadsheet. Every steering meeting means rebuilding a status deck by hand, and projects slip waiting for client data or decisions that nobody tracked. Partners write proposals while consultants sit on the bench, and associates are staffed by phone. A consultancy needs pipeline, staffing and project status in one place, visible to the client where it should be.

• Proposals priced from phases, roles and day rates
• Assumptions and exclusions written into every proposal
• A project space per engagement with milestones and status
• Client actions tracked: data requests and decisions
• Utilisation against weighted pipeline
• Purchase order numbers on every invoice

What you can build for management consultancies

A project space that replaces the status deck

Each engagement has phases, milestones and a current status, with workshop materials, interview schedules and deliverables in one place. Client actions such as data requests and sign-offs appear in a 'waiting on you' list, and stakeholders see different levels of detail.

Build a client portal for my consultancy. Each engagement has phases and milestones with status, a document area for workshop materials, interview schedules and deliverables, and a 'waiting on you' list of client actions with due dates. Client sponsors see everything; other client stakeholders see only shared deliverables.

Proposals built from phases and days

Lay out phases, the roles on each and the days, and the fee is calculated from day rates. Show a lean and a full scope side by side, write assumptions and exclusions into the document, and track proposal status from draft to accepted or lost.

Create a proposal builder for my consultancy. Proposals have phases, each with roles (partner, manager, consultant) and days; fees are calculated from day rates. Offer a lean and a full option side by side, include assumptions and exclusions sections, and track status: draft, sent, accepted, lost with reason.

A CRM that tracks people as well as companies

Map relationships by person, record job moves, and flag past sponsors for regular check-ins. Opportunities carry value, likelihood and the owning partner, with proposal versions attached.

Make a CRM for a management consultancy. People are tracked separately from companies, with job history so I can see when a past sponsor moves. Opportunities have value, likelihood, owning partner and linked proposal versions. Remind partners to check in with past clients every 6 months.

Utilisation beside weighted pipeline

One chart shows bench capacity for the next three months against pipeline weighted by likelihood. Alongside: utilisation per consultant, project margin on planned against actual days, and revenue concentration by client.

Build a dashboard for my consultancy showing billable days against available days per consultant, weighted pipeline against free capacity for the next three months, planned versus actual days and margin per project, and revenue share by client.

Timesheet and milestone invoicing with PO numbers

Time-and-materials invoices come from approved timesheets at each consultant's day rate, fixed-fee projects bill at milestones, expenses pass through with receipts, and the client's purchase order number is required before an invoice can go.

Make an invoicing app for my consultancy. T&M projects invoice approved timesheet days at each consultant's rate; fixed-fee projects invoice at milestones. Expenses pass through with receipts attached. Every invoice must have the client's PO number before it can be sent.

A private associate bench

Associates and freelancers are listed with specialisms, sectors, day rates and availability dates, plus honest notes on past performance and their contract and insurance documents, visible only to your staff.

Create a private associate directory for my consultancy with specialisms, sectors, day rate, next available date, past projects, internal performance notes, and contract and insurance documents with expiry dates. Only staff can see it.

Client confidentiality

Engagements involve unpublished numbers, restructuring plans and people decisions. Give each client its own space, limit stakeholders to what they should see, store files privately and keep internal notes out of client views. Mythex builds those controls; your contract confidentiality terms and data protection law still apply.

First project to move across

Choose one live engagement with a steering meeting coming up. Load its phases, milestones, deliverables and the client's open actions, and walk the sponsor through the project space instead of sending the deck. If it works, make it the default for new engagements and build the proposal tool next, so new work starts in the system.

• One live engagement first
• Client actions listed with due dates
• Proposal tool after the first success

Questions

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