Consulting firms face unique challenges

Who is preparing the client meeting, what remains and where has the time gone? In AmpliFlow, colleagues can open the project task, read what needs doing and review recorded time. Bring the preparation for your next review together as a simple, familiar starting point. You can lead implementation yourselves and choose support if needed.

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Staying in sync

Before a review meeting, colleagues need to know what to cover and who takes the next step. Put the preparation in a project task with an assignee, due date and subtasks.

Here, a colleague opens the client review task. Hannah is assigned and three subtasks remain: hold client reviews, update risks and agree on improvements and owners. You can use the same approach to prepare a consulting engagement review and go through the remaining work together.

Open client review task with an assignee, due date and three remaining subtasks — This example comes from a fictional product launch at Northstar Instruments. Hannah has logged time, but none of the three subtasks is complete. The screenshots show AmpliFlow with an English interface and fictional data.Open the original image to read the details

See how to plan project tasks

Time reporting and follow-up

To understand where time has gone, a colleague with the appropriate access opens the time report for the period. Read the recorded hours alongside the project, task and colleague's comment.

The report shows Hannah's preparation and client interview time on separate rows. Use it to discuss what took time and what to plan differently for the next meeting. These entries have Open status and have not yet been approved.

Time report with dates, people, projects, tasks, hours, comments and Open status — Recorded time at the same fictional company. This report covers several projects during October; it is a different view from the task's total time above.Open the original image to read the details

See how to record and review time

Keep client expectations and colleagues' work aligned

The client wants to know what you will deliver. Colleagues need to know what to do and when. Those leading the engagement also need to see how the time spent affects planning, including when they are working as consultants on the same engagement.

In AmpliFlow, you can document tasks and responsibilities and review recorded time. Use that information during progress reviews to agree with the client and colleagues on what remains, what to prioritise and what needs replanning.

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Questions from consulting firms

What does a colleague need before the client review?

Describe what you want to cover in the project task. Set an assignee and date and break the preparation into subtasks. Your colleague can open the task and read what remains.

What can the next consultant see at handover?

Review the project's task descriptions, assignees, dates and remaining work together.

Can we start with project planning?

Yes. You can use projects to plan tasks and milestones without seeking certification first. You can lead implementation yourselves; consulting and implementation support are optional.

Have more questions?

Talk to us about your assignments and client requirements.

Want to try this with one of your engagements?

We show how you can prepare client reviews and review recorded time in AmpliFlow. Tell us what you want to do yourselves and where you want help.