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First for consulting

Build consulting apps around engagements, workstreams, steering reviews and milestone acceptance.

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What you can build

From engagement scope to client acceptance

A workstream needs a client decision before the next deliverable can move forward.

  • Client deliverable acceptance
    Deliverable
    Operating model v2
    Review
    Client sponsor
    Decision
    Changes requested

    Client deliverable acceptance.

    Keep the deliverable version, client comments and acceptance decision together.

  • Client portal
    Engagement
    Service redesign
    Shared item
    Workshop findings
    Client access
    Comment only

    Client portal.

    Give clients one place to review work, ask questions and see the next step.

  • Project management board
    Workstream
    Process mapping
    Next milestone
    Steering review
    Dependency
    Interview notes

    Project management board.

    Keep tasks, dependencies and milestone owners clear across a project.

Follow one workstream through the handoff.

Alder Consulting · Operations review is a fictional example. Follow Workstream CONS-023 through the decisions and exception that the team needs to resolve.

Alder Consulting · Operations reviewWorkstream CONS-023

Deliverable: Process findings v2

Deliverable
Process findings v2
Dependency
Sponsor decision on scope

Current stage · consultant

Consultant records the dependency

Consultant records the dependency.

From idea to live

Describe it. Refine it. Publish it.

Start with one workflow, such as client deliverable acceptance. Describe what you need, refine the app and review it before sharing it with your team.

  • Build an app for client deliverable acceptance.

    Workstream CONS-023
    Deliverable
    Process findings v2
    Dependency
    Sponsor decision on scope

    Describe the app you need.

    Start with one workflow, such as client deliverable acceptance. Describe the record and what your team needs to track.

  • Add a field for engagement manager.

    Workstream CONS-023
    Engagement manager
    Scope unchanged
    Review
    Steering meeting pending

    Refine it around your team.

    Ask for the fields and views people need for the next handoff.

  • Workstream CONS-023
    Next milestone
    Revised findings
    Acceptance
    Pending client sponsor
    Handled by
    Engagement manager

    Review, then publish.

    Try the workflow in preview and check who needs access. Publish when you’re ready to share it.

Workflows for consulting

Start with one workflow. Each page gives you a relevant example and a starting brief you can adapt.

Make this workflow yours.

Start with a workstream or deliverable review. Record a decision owner and next review date rather than duplicating every project-management field.

Questions about building for consulting

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