Professional services

A working app for management consultancies

Keep engagements, client decisions, delivery work and fees in one operating view.

Sample scenario: Aisha, the engagement partner, is responsible for ENG-204. A client choice between two service options is holding delivery and the next fee milestone. Fee milestone: $48,600. Decision due Friday 24 July.

Fee milestone
$48,600
What it replaces
7 working screens, one system
The build
Yours in about a minute
Consulting operationsA
Operations

Engagements

Proposals, active engagements, decision points and client outcomes. ENG-204: A client choice between two service options is holding delivery and the next fee milestone.

Export report
Aisha
Engagement partner
Live pressure

A client choice between two service options is holding delivery and the next fee milestone.

Fee milestone
$48,600
Deadline
Decision due Friday 24 July
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Engagement decision desk

Answers grounded in current business records

4 connected sources
Answer
Based on current data

Three decisions are holding delivery or fees. The operating-model design needs a client choice, the service review is missing one evidence pack, and a fee milestone is due for approval.

  1. 1The operating-model design cannot move to sign-off until the client chooses between two service options.
  2. 2The service review is missing the final operations evidence pack due today.
  3. 3The second fee milestone is ready once the steering note is approved.
Engagement briefEngagement record

Stage two closes when the steering group approves the target operating model and associated decision note.

Take action
3 actions ready
Prepare decision noteDraft from the two recorded options / Operating-model design
Open evidence requestReview the missing pack and due date / Service review
Review fee milestoneCheck the approval condition / Milestone two
Every action is recordedLast updated today, 7:39 AM · Sample data · Alderfen Advisory

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The Studio reads your site, applies your brand, and starts from this app's screens and working structure.

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This example is interactive, not a screenshot. A Flash build usually opens in about a minute.

What this working example shows

Engagements

Proposals, active engagements, decision points and client outcomes.

Delivery plan

Workstreams, workshops, dependencies and partner capacity.

Client brief

Stakeholders, objectives, evidence, decisions and agreed measures.

Fees

Fixed-fee stages, retainers, expenses and amounts due.

Resource plan

Consultant allocation, availability and committed client days.

Decision register

Client decisions, owners, evidence and follow-up dates.

Knowledge library

Reusable methods, workshop packs and approved client outputs.

Questions this app can answer

Decisions grounded in the same operating record

What is holding ENG-204, and who owns the next action?

What in delivery plan needs attention next for ENG-204?

How does client brief affect fee milestone?

What changed across fees since the last review?

The assistant reads the same fictional records visible in the app, so an answer can lead directly to its screen, owner and next action.

Before you build

Questions about software for management consultancies

What does software for management consultancies cover?

Keep engagements, client decisions, delivery work and fees in one operating view. This working example connects engagements, delivery plan, client brief, fees and resource plan.

How does the engagements screen work?

Proposals, active engagements, decision points and client outcomes. The sample follows ENG-204, owned by Aisha, the engagement partner. A client choice between two service options is holding delivery and the next fee milestone.

What can the built-in AI assistant do?

It works from the same fictional records shown in the app. Try "Ask which engagement needs partner attention" or ask it to prepare decision note.

Can ALEA adapt this example to our business?

Yes. Enter your website and optional notes. The Studio starts from the example's engagements, delivery plan and client brief structure, then applies your business name, services, language and brand. Work starts only after you submit the form.