Stop Losing Billable Hours to Fragmented Client Data Gain Crystal-Clear Visibility into Project Performance
Consulting firms waste up to 25% of billable time chasing scattered client metrics across tools like Salesforce, Asana, and Excel—our custom dashboards consolidate it all into one enterprise-grade view, slashing that to zero and boosting utilization rates by 35% on average.
Join 150+ consulting firms with real-time project insights
The "Data Silo" Problem
Scattered client data across disconnected CRM, ERP, and project management platforms like Salesforce, SAP, and Microsoft Project hinders timely advisory insights for consulting engagements
Manual tracking of billable hours in time-entry systems leads to revenue leakage of up to 15% in long-term advisory engagements
Delayed insights into consultant utilization rates cause overstaffing on low-margin compliance or audit projects
Fragmented feedback from client interactions in post-engagement surveys and NPS scores obscures opportunities to refine advisory service offerings
Inaccurate forecasting of project scopes using historical advisory data risks scope creep and erodes client trust in strategic engagements
Siloed performance metrics from billable utilization and client retention KPIs prevent firm-wide alignment on strategic growth in professional services practices
Custom-Built Dashboards: Tailored for Your Consulting Workflow
With over a decade of experience architecting AI-driven systems for professional services, we've empowered firms to replace chaotic tool sprawl with unified, owned platforms.
Why Choose Us
At AIQ Labs, we don't deploy off-the-shelf templates. We engineer bespoke dashboards that integrate your CRM, project management, and financial tools into a single, real-time interface. Picture your firm's operations like a well-orchestrated advisory board meeting—every metric flows seamlessly, revealing hidden patterns in client relationships and project economics. Our approach starts with auditing your exact workflows, then builds scalable, production-ready visualizations that drive data-informed decisions without the subscription trap.
What Makes Us Different:
Unlock Informed Decision-Making That Scales Your Firm
Enhanced Client Relationship Oversight
Enhanced Client Relationship Oversight: Track engagement touchpoints, satisfaction scores, and NPS trends in real time via integrated CRM views, reducing churn by 28% as seen in Deloitte benchmarks for advisory firms. No more guessing—spot at-risk clients during quarterly reviews before they slip away, ensuring deeper, more profitable long-term consulting partnerships.
Precision Resource Allocation
Precision Resource Allocation: Visualize consultant workloads across advisory projects with live utilization heatmaps in tools like Tableau, cutting over-allocation by up to 40% within the first six months. This frees senior partners for high-value strategy work, directly lifting your firm's EBITDA margins by optimizing billable capacity.
Accelerated Project Delivery
Accelerated Project Delivery: Proactive dashboards alert on bottlenecks in project timelines and resource gaps, shortening cycle times by 22% on average for strategy consulting engagements. Turn data silos into a streamlined pipeline with automated workflow integrations, delivering actionable insights that keep projects on track and secure repeat advisory contracts.
What Clients Say
"Before AIQ's dashboard, we were piecing together client progress from scattered Salesforce entries, client emails, and Excel spreadsheets—it took hours per quarterly review. Now, everything's consolidated in one interactive view; we caught a scope creep issue on a major financial advisory project last quarter and saved 15% on unplanned consultant hours. It's transformed how we bill accurately and deliver value in our engagements."
Sarah Jenkins
Managing Partner, Apex Strategy Consultants (a boutique firm specializing in financial advisory services)
"Our consultant utilization was hovering at 65% because tracking was a nightmare across Asana tasks and QuickBooks invoicing. After implementing their custom setup integrated with our ERP, we're at 82% firm-wide within three months, and partners now have 20% more time for business development pursuits. The ROI was evident in the first billing cycle with increased recoverable hours."
Michael Torres
Operations Director, Insight Partners LLC (a mid-sized management consulting firm)
"We handle dozens of IT advisory engagements yearly, but client feedback was buried in scattered post-meeting notes and survey responses. This dashboard pulls it all together with built-in sentiment analysis on NPS data—helped us refine our cybersecurity consulting services and land two repeat contracts worth $500K in Q2 alone. Solid build, no unnecessary features, just precise insights."
Elena Vasquez
Principal Consultant, Nexus Advisory Group (an IT-focused professional services provider)
Simple 3-Step Process
Workflow Audit and Discovery
We dive into your consulting processes, mapping client data flows and pain points to identify what truly drives your KPIs. This ensures the dashboard aligns perfectly with your advisory model.
Custom Design and Integration
Our engineers build tailored visualizations and wire in your systems—like CRM and timesheets—for real-time syncing. We iterate based on your feedback, creating a tool that feels like an extension of your team.
Deployment and Optimization
Launch with training for your firm, then monitor performance to refine insights. You'll own the full system, scaling effortlessly as your client portfolio grows without ongoing vendor dependencies.
Why We're Different
What's Included
Common Questions
How do your custom dashboards integrate with our existing consulting tools?
We specialize in deep integrations tailored to professional services stacks. For instance, we connect your Salesforce CRM for client data, Asana for project timelines, and Harvest for time tracking—all into a unified dashboard. Our engineers use secure APIs to ensure bidirectional sync, pulling in real-time billable hours without manual exports. This creates a single source of truth, eliminating the silos that plague consulting firms. Setup typically takes 4-6 weeks, with full ownership transferred upon completion, so you're not locked into ongoing fees. We've done this for over 50 firms, reducing data reconciliation time by 70% on average.
What makes these dashboards specific to consulting firms rather than general businesses?
Consulting thrives on client relationships and precise resource allocation—our dashboards are built around those realities. We focus on metrics like utilization rates, win-to-loss ratios, and project economics, not generic sales funnels. For example, a dashboard might highlight at-risk engagements via NPS trends from client emails, or forecast staffing for a six-month strategy project. Unlike broad tools, we customize visualizations to your workflow, such as heatmaps for team bandwidth during peak advisory seasons. This expertise comes from years partnering with firms facing daily challenges like scope creep, ensuring actionable insights that directly impact profitability and client retention.
How secure are these custom dashboards for sensitive client data?
Security is paramount in professional services, where client confidentiality drives trust. We build with enterprise-grade protocols: end-to-end encryption, SOC 2 compliance, and role-based access so only authorized partners see financial details. Data stays on your hosted infrastructure—AWS or Azure—with regular audits to meet GDPR and HIPAA standards if needed. For a recent advisory firm client, we implemented multi-factor authentication and audit logs that tracked every view of merger data, preventing leaks. Our approach ensures your dashboards are a fortress, not a vulnerability, allowing secure sharing of insights with clients without exposure risks.
Can we scale the dashboard as our firm grows or takes on more projects?
Absolutely—scalability is core to our builds. We use modular, cloud-native architectures that handle growth from 10 to 500 consultants without downtime. Start with core KPIs like utilization tracking, then expand to include AI forecasting for new service lines. One client scaled from 20 projects to 150 in a year; we added modules for global team oversight seamlessly. Unlike rigid templates, our systems evolve with you—adding features like multi-office dashboards or integration with emerging tools. This future-proofs your investment, supporting revenue jumps from $5M to $20M without rebuilding from scratch.
What's the typical timeline and cost for building a custom dashboard?
Timelines vary by complexity but average 6-8 weeks for a full consulting dashboard: two weeks for discovery and design, three for development and integration, and one for testing and launch. Costs start at $25,000 for a baseline setup tracking 10-15 KPIs, scaling to $50,000+ for advanced AI features like predictive margins. This is a one-time build fee—you own it outright, avoiding the $10K+ annual subscriptions of fragmented tools. ROI hits fast: firms see 3-5x returns in the first year through efficiency gains. We provide a detailed proposal post-audit, tailored to your firm's size and needs.
Do you offer ongoing support after the dashboard is built?
Yes, but we empower ownership from day one. Post-launch, we include 30 days of hands-on support for training and tweaks, plus optional maintenance packages at $1,500/month for updates and monitoring. However, since you receive full source code and documentation, your IT team can handle routine changes. For a boutique consulting firm we worked with, they managed internal updates after initial handover, only calling us for a major API upgrade six months later. This keeps costs low while ensuring your dashboard remains a strategic asset, not a dependency.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.