Software for Consultancy.

Imagine a set of business solutions that are easy to learn and use, tailored to your market, and designed for the size of your company. Grow your business with software for consulting firms and offer the best service to your clients.

Challenges facing consultancy firm

70%

of directors consider that digitalization and process automation in their department is a good first step towards the company’s digital transformation.

58%

of consulting firms have increased their budget to acquire data visualization solutions, Cloud solutions, analytics, and process automation (RPA) solutions.

8%

out of 10 companies always have significant deviations in quality, budget, and project deadlines.

360º

consulting firms seek a 360º view of the lifecycle of each project’s opportunities.

Having commercial control with clear visibility of the pipeline and forecast helps us anticipate potential periods of resource shortage or saturation.

We know that controlling the expected profitability of the project is your top priority. But unforeseen events do not help achieve the goal. Knowing the impact of any deviation and predicting the final result is key both at the management and project management levels.

Metrics such as resource productivity, project profitability, or backlog aligned with your capabilities are crucial for your company.

Additionally, in the era of experience, you cannot neglect your employees. Having software for consulting business that makes life easier for everyone, from resource time reporting to the project manager’s experience, facilitating planning and communication tasks with other departments, fostering collaborative scenarios that reduce administrative tasks.

Sectors we specialize in
  • Construction
  • Audiovisual Production
  • Lawyers

What are the software options for consultancy firms?

Manage your customer relationships with a platform designed to grow based on your needs. Increase the performance of your sales teams, improve your customer service, and enhance the capabilities of your marketing department.

Connect all areas of your business with a comprehensive management solution that is flexible and adaptable to your company: from accounting and finance, purchasing, sales, project management, maintenance, to business analytics.

Enable Project Managers to control the lifecycle of their consulting projects, from budget definition to the allocation of expenses and revenues, with a Power App that enhances connectivity and collaboration.

Microsoft logo

Microsoft technology applied to consulting firms.

Available on all devices

Access and manage projects at any time, place, and device, with always updated data ensuring a quick response to market demands.

360º integration

Optimize project management thanks to native connection with Dynamics 365 and Microsoft Power Platform solutions, as well as seamless integration with third-party software. Get a comprehensive view of your logistics processes, make informed decisions, and improve operational efficiency.

Deployment options

Take advantage of this deployment: streamline costs, no obsolescence, latest version, no costly migrations, no server infrastructure, no worries about backups or availability… plus the potential of AI.

Benefits of consulting software

Our sector experience allows us to help you:

two businessmen in a meeting

Predict your sales

  • Manage the lifecycle of each project or client’s opportunities.
  • Equip your sales team with project management software for consultants that facilitates their daily work, providing control to the organization.

Control your organization’s profitability from the project’s perspective

  • Anticipate deviations.
  • Equip your organization with dashboards and indicators specialized in projects.
  • Provide a certain, truthful, and verified economic-analytical model.
graphics on a computer
work team in the office

Facilitate collaboration among project members

  • Deliver the appropriate user experience to each employee.
  • Create collaboration spaces: chat, documentation, tasks, alarms, etc.
  • With digital circuits that facilitate management and control from collaboration: purchases, approvals, invoices, expenses…

Deliver the appropriate experience to each employee

  • Directors: with access to interactive dashboards with the most relevant metrics in real-time from any device and location, thanks to software consultancy.
  • Project managers: with graphical planning and project and resource management tools.
  • Employees: with digital applications for time and expense allocation.
woman in front of a screen

Connect with your clients

  • With relevant and personalized communications to your clients: news, services, products, knowledge tailored to each client.
  • Provide memorable post-sale experiences to your clients with omnichannel and personalized experiences.

Shared success stories

Consulnima and DTD bet on digital transformation with ARBENTIA and Microsoft

Consulnima and DTD (Desarrollo de Tecnologías de Depuración) sign a collaboration agreement with ARBENTIA and take a step further in their innovation capacity by trusting a technology partner that will allow them to boost their digital transformation processes, improve their level of excellence, and advance towards an increasingly connected and intelligent business model. All through Microsoft Dynamics 365 technology.

Frequently asked questions

Choosing the best consulting software depends on several key factors. First, identify your business’s specific needs, such as project management, team collaboration, billing, and data analysis. Then, look for software that offers features that align with these needs. It is important to consider ease of use, scalability, and integration capability with other tools you already use.

Software for consulting firms can transform project management by providing a centralized platform to plan, execute, and monitor all project activities. Advantages include the ability to efficiently assign tasks and resources, real-time progress tracking, and detailed report generation. This not only improves transparency and communication within the team but also facilitates the identification and resolution of problems before they become major obstacles. Additionally, automating routine processes allows consultants to focus on higher-value tasks, increasing productivity and customer satisfaction.

Security is a fundamental concern when using any consulting software. Quality software providers implement multiple layers of security to protect your data, including end-to-end encryption, multi-factor authentication, and regular backups. They also comply with data privacy and security regulations, such as GDPR in Europe. It is crucial to choose a provider that offers transparency about their security practices and has a proven track record of protecting their clients’ information.
Integrating project management software for consultants with other tools and systems is essential for maintaining operational consistency and efficiency. Most modern software offers APIs and connectors that facilitate integration with popular applications like CRM, ERP, communication tools, and data analysis platforms. This integration capability allows data to flow seamlessly between different systems, eliminating the need for manual entries and reducing the risk of errors. When evaluating software, ensure it is compatible with the tools you already use and that the integration process is straightforward and well-documented.

¿Por qué somos líderes en el sector de la gestión de proyectos?

Consultancies that already trust us and Microsoft Dynamics technology.

Circet
Eptisa
Eptisa
Endemol
Cognodata