The firm
The firm runs diagnostic studies, process improvement projects and business plans for mid-sized family businesses.
What made the work hard
- Fixed-fee studies regularly overran, and nobody knew until the end.
- Proposals were written from scratch each time.
- Implementation work blurred into the original fixed-fee scope.
How they set up MSMEPulse
- Chose Management Consulting at signup, with templates for diagnostic studies, process improvement, business plans, market entry studies and internal audits.
- Sent proposals from the same templates, so accepted proposals become projects with their milestones.
- Tracked hours by stage on every engagement, including fixed-fee ones.
The templates for Management Consulting in MSMEPulse: Diagnostic study, Internal audit (quarterly), HR policy handbook, Financial due diligence, Market entry study, Business plan and financial model, Process improvement project, ERP implementation, Sustainability (ESG) report, Corporate training programme.
A typical month
New work starts as a proposal; when the client accepts online, the project appears with its milestones. The team logs time daily, and the engagement manager checks hours against the estimate each week. Implementation after a diagnostic study is set up as a separate time-and-materials project, so the two never blur.
What changes
- Overruns are visible in the first weeks, not at the end.
- Accepted proposals turn straight into projects.
- Fixed-fee and implementation work are priced and tracked separately.
See it with your own industry
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