Industry
Utilization and margin without the ERP weight.
Engagements, staffing, time, and billing for firms that sell expertise by the hour and the outcome.
Portfolio health
Active
24
On track
18
At risk
4
Northstar ERP rollout
On trackHelix onboarding
On trackAtlas data migration
At riskWhere it actually helps
Partner dashboards lag reality.
Executive and financial dashboards update as timesheets and approvals clear — not on a weekly reporting cycle.
Staffing runs on a reply-all email thread.
A capacity heatmap and skills match replace the thread — see availability and fit in one view.
Write-offs surface at month-end, as a surprise.
Rate cards and billable time stay in sync all period, so a write-off is a decision you make early, not one you discover late.
Questions
Before you ask.
We bill some work hourly and some by fixed fee — does that work?
Yes. Invoices build from logged time, a retainer period, or a fixed-fee project budget, all on the same rate card.
Do consultants need to learn a new timesheet tool?
It’s a weekly timesheet with timer support — the same submit/approve flow whether the entry is billable, non-billable, or internal.
How is this different from running consulting out of spreadsheets?
One system replaces the staffing sheet, the timesheet, and the invoice template — all sourced from the same engagement record instead of three that drift apart.