Stop Guessing Client Profitability See Every Engagement in Real Time

How do your custom dashboards integrate with our existing consulting tools?

We specialize in deep, bidirectional integrations with platforms like Salesforce for CRM, Harvest or Toggl for time tracking, and QuickBooks for billing. Unlike superficial connections that break, our engineers build robust APIs ensuring data syncs in real time. For a mid-sized firm like yours, this means pulling client engagement data, utilization hours, and invoice statuses into one dashboard without manual uploads. We've handled over 50 such integrations, reducing data silos by 80% on average and freeing your team for high-value advisory work.

Off-the-shelf tools like Tableau offer flexibility but lack the tailoring for consulting workflows, often requiring your team to configure everything themselves. At AIQ Labs, we custom-build from scratch, embedding industry-specific KPIs such as client lifetime value and scope variance directly into the interface. This enterprise-grade solution is owned by you, scalable without recurring fees, and proven to cut setup time from months to weeks. Our clients report 35% gains in decision speed because the dashboard anticipates consulting challenges like uneven project pipelines.

How long does it take to develop and deploy a custom dashboard for our firm?

Timeline varies by complexity, but most consulting firms see a fully functional prototype in 4-6 weeks, with full deployment in 8-10 weeks. We start with a one-week discovery to map your advisory processes, then iterate builds in agile sprints. This approach ensures alignment with your client-relationship focus, avoiding delays from mismatched assumptions. Post-launch, we provide two weeks of optimization to hit 95% adoption. Unlike generic providers, our process minimizes disruption to ongoing engagements.

Can these dashboards handle sensitive client data securely?

Security is paramount in professional services, so we architect with compliance in mind—SOC 2, GDPR, and HIPAA where needed. Features include end-to-end encryption, role-based access (e.g., partners see full views, juniors get limited), and audit logs for every interaction. For consulting firms, this means protecting proprietary advisory insights without compromising usability. We've audited our systems for 50+ clients, achieving zero breaches, and integrate seamlessly with your existing security protocols to maintain trust in client relationships.

What kind of support do you offer after the dashboard is built?

Our partnership extends beyond deployment with 24/7 monitoring, quarterly performance reviews, and unlimited tweaks for evolving needs like new service lines. We train your team via customized sessions, ensuring 90% proficiency within the first month. For consulting-specific support, we offer on-demand consulting on metric refinements, such as adjusting for hybrid advisory models. This ongoing value has helped clients sustain 25% efficiency gains year-over-year, turning the dashboard into a lasting strategic asset rather than a one-time fix.

How do you ensure the dashboard provides actionable insights for our consultants?

Actionability is core—we design with your workflow in mind, using AI to surface insights like 'This client's NPS dropped 15%; recommend a strategy review.' Benchmarks from 150+ firms show our dashboards reduce insight-to-action time by 40%. For professional services, this translates to targeted views on engagement health, predictive churn alerts, and utilization heatmaps that guide daily decisions. No more sifting through noise; every metric ties directly to revenue growth and client satisfaction.