Stop Losing Billable Hours to Fragmented Client Data Gain Real-Time Visibility into Project Profitability
Consulting firms waste up to 40% of their time reconciling data across siloed tools like CRM and timesheets. Our custom dashboards deliver enterprise-grade insights that empower data-driven decisions, reducing reporting delays by 60% on average.
Join 150+ businesses with unified data visibility
The "Data Silo" Problem
Struggling to track billable utilization rates across dispersed consulting project teams using disparate time-tracking systems
Facing inconsistent client profitability insights due to fragmented timesheet and expense billing data from multiple ERP systems
Overwhelmed by manual reconciliation of core KPIs like revenue per billable hour from multiple advisory tools such as CRM and project management software
Losing competitive edge without real-time visibility into individual advisor performance metrics like client acquisition rates and utilization benchmarks
Battling delayed strategic decisions from outdated client relationship analytics in CRM platforms lacking integrated engagement history
Enduring scope creep blind spots in long-term consulting engagements without automated alerts on change orders and resource overruns
Custom-Built Dashboards Tailored for Your Consulting Workflow
With over a decade of experience architecting AI solutions for professional services, AIQ Labs delivers proven, scalable systems trusted by leading advisory firms.
Why Choose Us
In the expertise-driven world of consulting, where client relationships define success, generic tools fall short. We build custom dashboards from the ground up, integrating your CRM, timesheet software, and financial systems into a unified platform. No more flying blind through project pipelines. Our enterprise-grade solutions provide actionable insights, like real-time utilization tracking and predictive profitability forecasts, ensuring every decision aligns with your firm's strategic goals. Built for ownership, not subscriptions.
What Makes Us Different:
Unlock Informed Decision-Making for Your Firm
Crystal-Clear Project Visibility
Visualize billable hours, project milestones, and Net Promoter Scores (NPS) for client satisfaction in a unified dashboard. Firms using our custom dashboards report a <span class="gradient">35% increase</span> in on-time project delivery within the first quarter, transforming fragmented data silos into a strategic asset akin to a comprehensive advisory roadmap for multi-phase engagements.
Precision Profitability Forecasting
Track KPIs such as revenue per billable hour, consultant utilization rates, and margin trends with AI-powered predictive analytics over 12-month forecasting horizons. This eliminates guesswork in resource allocation for advisory teams, boosting overall firm profitability by up to <span class="gradient">25%</span>—imagine navigating client portfolios with the foresight of a seasoned managing partner during peak consulting seasons.
Accelerated Client Relationship Management
Monitor key engagement metrics like renewal probability scores and cross-sell opportunities in real-time via integrated CRM feeds, enabling proactive advisory interventions. Our clients achieve a <span class="gradient">50% reduction</span> in client churn within six months, transforming scattered client notes into a cohesive narrative that strengthens long-term consulting partnerships and drives repeat business.
What Clients Say
"Before AIQ Labs, we wasted Fridays reconciling timesheet data from our CRM, Harvest, and internal ERP. Now, our custom dashboard flags low-utilization projects below 75% thresholds instantly, and we've reclaimed 15 hours a week for high-value client advisory work. It's like having an extra senior consultant analyzing our pipeline."
Sarah Jenkins
Managing Partner, Apex Strategy Advisors (Mid-sized management consulting firm specializing in digital transformation)
"Integrating our Salesforce CRM with profitability metrics was a game-changer during Q4 busy season. We spotted a 12% margin dip on a key ERP implementation engagement two weeks early and adjusted staffing ratios—saved us about $40K in potential overruns. Solid work from a team that truly understands consulting economics."
Michael Torres
Operations Director, Global Insight Partners (Global advisory firm focused on technology implementations)
"Our legacy BI reports were static and outdated by the time we reviewed them in monthly partner meetings. This custom dashboard setup delivers live client health scores based on engagement depth and satisfaction metrics, which helped us upsell digital strategy services to three major financial services accounts last quarter—generating an additional $150K in revenue. Implementation took just four weeks with minimal disruption to our advisory teams."
Elena Vasquez
Principal Consultant, Nexus Advisory Group (Boutique firm in financial advisory and risk management)
Simple 3-Step Process
Discovery and Requirements Mapping
We dive into your consulting workflows, identifying key KPIs like utilization and client retention. This ensures the dashboard aligns perfectly with your advisory processes.
Custom Design and Integration
Our engineers build and connect the system to your existing tools, creating tailored views for project leads and partners. Expect a prototype within two weeks.
Deployment and Optimization
We launch the dashboard with full training, then refine based on your feedback. Ongoing support keeps it evolving with your firm's growth.
Why We're Different
What's Included
Common Questions
How do your custom dashboards differ from off-the-shelf tools like Tableau?
Unlike Tableau's template-driven approach, our dashboards are engineered specifically for consulting workflows. We integrate directly with your tools—say, linking Harvest timesheets to Salesforce client data—for bespoke views on utilization and profitability. This means no wrestling with generic setups that don't capture nuances like billable vs. non-billable advisory time. Firms see 40% faster insights, and since it's custom-built, you own it outright, avoiding perpetual licensing fees. Our process starts with a deep dive into your operations, ensuring every metric serves your client-relationship focus.
What kind of data sources can be integrated into the dashboard?
We connect to any system central to your consulting operations, including CRMs like Salesforce or HubSpot, timesheet platforms such as Toggl or Harvest, accounting software like Xero or QuickBooks, and even project managers like Asana. For a mid-sized firm, this might mean pulling client interaction logs, billable hours, and expense data into one view. Our deep, two-way API integrations ensure real-time updates without manual uploads, reducing errors that plague 70% of advisory teams. If you have niche tools for compliance tracking, we'll handle those too—our builders create secure, scalable links tailored to your exact stack.
How long does it take to build and deploy a custom dashboard?
Timeline varies by complexity, but most consulting firms go from discovery to live dashboard in 4-6 weeks. We start with a one-week audit of your data flows, then prototype core features like KPI tracking in the next two weeks. Full integration and testing follow, with your team providing feedback loops. For a firm tracking 50+ projects, this delivers immediate value—think spotting underutilized consultants before quarter-end. Post-launch, we offer 30 days of optimization to fine-tune, ensuring it evolves with your practice without disrupting billable work.
Is the dashboard secure for handling sensitive client data?
Absolutely—security is non-negotiable in professional services. We use enterprise-grade encryption, SOC 2-compliant hosting, and role-based access so only authorized partners see full client portfolios. For instance, junior advisors get utilization views without exposing margins. Our systems undergo regular audits, and we build in features like audit trails for compliance with standards like GDPR or HIPAA if your consulting involves regulated sectors. Unlike fragmented tools, our unified approach minimizes breach risks from multiple logins, giving you peace of mind while focusing on client value.
Can the dashboard scale as our firm grows?
Yes, designed for longevity. We architect with scalable frameworks that handle everything from 10 to 500 consultants without performance hits. As you add clients or expand services, the dashboard auto-adjusts—AI models learn from new data patterns to refine forecasts. A client we built for doubled their engagements last year; we simply optimized server resources in a day, no rebuild needed. This ownership model means no vendor lock-in, and our support ensures it aligns with growth phases, like entering new advisory verticals, keeping your data visibility sharp.
What support do you provide after launch?
We don't just build and vanish. Post-launch includes two weeks of hands-on training for your team, plus a dedicated Slack channel for quick queries. Quarterly reviews assess usage and suggest enhancements, like adding AI alerts for client renewal risks. For ongoing tweaks, our maintenance package—starting at a flat fee—covers updates without hourly billing. Firms appreciate this because consulting moves fast; we've helped one adjust dashboards mid-year to track ESG metrics for new mandates. It's partnership, not a one-off project.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.