Welcome to Consulteaze.
With Consulteaze, you can focus on what you do best: running your practice.
Streamline tasks, communication, and gain insights effortlessly. Discover the power of Consulteaze and elevate your consulting practice today!
What is Consulteaze?
Consulteaze has been developed over many years to assist a consulting practice with administration tasks that allowes management to focus on running a practice rather than running after people and paperwork. Consulteaze digitises and automates as many laborious tasks as possible and combines information from day-to-day activities to be able to manage productivity, finance, communication, and exceptions.
Who will benefit from Consulteaze?
- IT or similar consulting companies with 1 to 500 consultants.
- Resource and project managers at organisations with multiple vendors, projects, and stakeholders
Consulteaze Features
Consulting Practice
Time Management
Resource Management
Get in contact with us
Let our innovative consulting team assist you with your Consulteaze configuration to suit your business requirements and unlock your practice’s value. Contact us for a demonstration and free consulting session.
Consulting Practice
Consulteaze is an affordable, easy-to-use online application for small to medium consulting firms that need to manage activities that impacts cash-flow and operational performance. Consulteaze manages all aspects of a consulting practice. From customers, vendors, consultants, projects, resourcing, cashflow, equipment and planning. Built in analysis and reporting allows out of the box management of time, capacity, and performance.
Consulteaze helps administrators to manage the consulting practice. Automated warnings and reminders help users to action tasks, and the system health analytics automate laborious tasks with bulk updates based on a rules engine.
Time management
Consulteaze makes it easy to capture time and expenses against a project. It manages the contract terms and provides warning and exception reporting where time was over booked, or no time was booked for an expected assignment. Various time tracking reports are available for customers and project managers.
Functionality includes:
- Timesheets
- Custom timesheet templates (Customisable per customer or project, with approvers and DigiSign)
- Planned time against tasks or assignments (measure capacity and utilization)
- Warnings based on time allowed, recorded, or invoiced
Resource Management
Consulteaze is suited to be used as a resource management tool from the perspective of an organisation that needs to manage vendor resources on projects, or from a consulting perspective.
Functionality includes:
- System generated CVs (with searchable fields on skills, experience, qualifications, etc.)
- Resource availability based on assignments and contracts
- Project forecast vs plans and actuals
- Utilisation calculations and reports
- Performance reviews
- Resource equipment (Warrantee, support, and insurance)
- Expense claims
- Manage commission and bonus
- Leave
- Manage important dates
- Digital user onboarding process
Project Management
Consulteaze uses a hybrid agile model to manage projects. The focus is on rules that will impact customer billing, but Consulteaze supports sprint planning, reviews and managing of all tasks and activities required to execute and monitor a project. There are many standard reports available to support project management.
Functionality includes:
- Project contract terms
- Assignments and billing
- Kanban
- Tasks and warnings
- Sprint
- Project reports
- Risks
- Project analysis and statistics
- Get a view of “Left to spend”.
Finance
Consulteaze was not meant to be a Financial application, but rather an operational practice management solution that included financial functions to support the practice. One of the key benefits of using Consulteaze is that it provides a dynamic Cashflow view with predictive flows.
Functionality includes:
- Customer invoicing and statements
- Vendor invoicing and statements
- Automated cashflow
- Budget and planning
- Financial reports
- Expense planning and tracking
- Expense claim process
- Multiple billing cycles(specific to Company, customer, or project)
- Multi currency invoices and assignments
Sales and Business development
With any business it is important to get a view of prospective business. Consulteaze does that for you.
Functionality includes:
- Manage sales pipelines
- Internal communication and activities
- Sales performance reporting
Make it your own
Consulteaze can be white labelled by config.
- Apply own logo and stylesheet
- Custom timesheet templates for each customer or project
- Custom CV templates
- Custom billing cycles
- Configure default values and what to display
- Roles and permissions to customise functionality and access
- Customise landing pages and favourites per system or user
- Configurable dashboards per role or user
- Configurable warnings
Consulteaze Pricing Table
Free
30 days free trial- Limited to
- 10 Interactive users
- 250 Non-interactive users
- Classic Support
Classic
Use of all the Consulteaze functions- Limited to
- 10 Interactive users
- 250 Non-interactive users
- Classic Support
Standard
Use of all the Consulteaze functions- Limited to
- 30 Interactive users
- 750 Non-interactive users
- Standard Support
Premium
Use of all the Consulteaze functions- Limited to
- Unlimited Interactive
- unlimited Non-interactive users
- Premium Support