Sub-industry · Management Consulting
Run every engagement from one board, not six inboxes.
We build the engagement board that tracks delivery phases, chases workstream inputs, and compiles the status pack, so consultants spend billable hours on the work instead of the paperwork around it.
SCP
2
DIA
3
WKS
5
RDT
2
IMP
3
Active engagements · 4
Thu 31 Jul
3 outstanding workstream inputs chased since Monday. Corrin Utilities steering pack compiled for Thursday.
A live engagement board: phases, owners, and RAG status in one place.
On the board
What the engagement board actually shows
Workstream owner utilization
84%
shown on the board, so nobody asks on a call
Status pack cadence
Weekly
compiled as inputs land, days before the meeting
Input chase follow-through
Automatic
reminders run until a workstream lead delivers
Milestones on the board
Every one
dated, owned, and visible to every partner
Where the board goes quiet
What consumes an engagement manager's week
Status that goes stale
A weekly deck built by hand is already a few days out of date by the time a partner opens it.
Inputs stuck with one person
A data request sent once and never followed up sits in an inbox until somebody finally asks twice.
Milestones nobody can see
Dates live across calendars and slide decks, so "where are we" gets six different answers from six people.
RAG decided from memory
Without a shared board, a workstream's real status is whatever the last hallway conversation happened to say.
Readouts built the night before
Assembling a steering-committee pack at 11pm is routine on most engagements. It shouldn't be.
Scheduling that eats billable time
Chasing calendars for the next interview or working session costs hours a week that should go to client work.
What we build
The delivery admin, handled
Workstream
Engagement intake & setup
A new engagement is loaded from the signed SOW: phases, workstreams, and owners on the board before day one.
SOW parsing · Phase setup · Owner assignment · Kickoff scheduling
Workstream
Status pack assembly
Workstream updates roll into a steering-ready pack on a fixed cadence, so nobody is building slides at midnight.
Fixed cadence · Owner sign-off · Export-ready · Version history
Workstream
Input & document chasing
Outstanding requests are tracked and followed up automatically until a workstream lead actually delivers.
Tracked requests · Auto reminders · Delivery confirmation · Audit trail
Workstream
Scheduling across the engagement
Interviews, working sessions, and steering reviews get scheduled and chased across every stakeholder calendar.
Calendar sync · Doc requests · Reminder cadence · Central repository
The readout
A status pack compiled, not assembled at midnight
Every workstream on an engagement reports against the same milestone plan. When it's time for a steering review, the readout is already sitting there: dated, owned, and RAG-scored against the plan instead of memory.
Milestones · Corrin Utilities
Jul 28
Site interviews complete
Jul 31
Steering deck delivered
Aug 2
Vendor redlines due
Aug 6
Field shift data due
- Every workstream status pulled from an owner update, never a hallway check-in
- RAG set against the milestone plan
- The steering pack compiles itself on schedule
- Nothing here is a recommendation. It's only what the delivery board shows
Corrin Utilities
Readout · as of Thu 31 Jul
Compiled from workstream updates as they landed. Nothing pulled together the night before.
See it on a real engagement
Watch a status pack build itself before a steering meeting
Point us at one active engagement and we'll set up the board (phases, workstreams, owners, milestones) and let a status pack compile itself from real inputs, live.
How it works
Set up once, then it runs on its own
Map the board
We learn how engagements are scoped today, how status gets reported, and where a readout gets built by hand.
Load the SOW
Phases, workstreams, and owners come off the signed statement of work onto a live board.
Wire the chase
Input requests, document collection, and scheduling start running against owner calendars on their own.
Hand back the readout
Status packs compile on a fixed cadence, ready before the steering committee sits down.
What you get
A board you keep when the work is done
The board is a working deliverable from week one: set up from the SOW, then handed back at close with its full history intact.
An engagement board pre-loaded from the signed SOW: phases, workstreams, owners, milestone dates
Status packs compiled from workstream updates on a fixed weekly or steering cadence
Input and document chasing that runs until a workstream lead delivers
Scheduling for interviews, working sessions, and steering committee reviews
RAG status maintained against the milestone plan, visible to every partner on the engagement
A clean handoff of the board and its history when the engagement closes
Questions
What practice leads ask first
Want to see it against a live engagement? We'll set the board up from a real SOW.
Does the board make recommendations on the engagement?
No. It only tracks what's on the board: phases, workstream status, owners, and milestones. Judgment calls and recommendations stay with the consulting team.
How does status pack assembly work?
Workstream owners post updates against the milestone plan, and the pack compiles itself on a fixed cadence, so nobody is building slides from scratch the night before a steering meeting.
Can it chase inputs from workstream leads for us?
Yes. Outstanding data and document requests are tracked and followed up automatically until a workstream lead actually delivers, with no manual reminder email.
How do you handle client confidentiality?
We build privacy-first, inside your access controls, so the board only ever shows a user what they're entitled to see, and nothing leaves your governed environment.
Does it integrate with our delivery tools?
We connect to the project, calendar, and document systems you already run, so the board stays the single place phases, owners, and milestones live.
Elsewhere in the practice
More of Professional Services
Related services
What a delivery practice runs on
Every workstream on the board is only as clean as the systems it runs on.
Let's talk
Running a large platform, shaping a first MVP, or getting a product ready for a funding round? Tell us where you are. We'll shape the process around it, and stay with you after launch.
