Sell, staff, and deliver — in the same view.
Pipeline lives in the CRM. Staffing happens in a spreadsheet. Delivery is tracked in the PSA. Margin shows up in the ERP a month later. Project Drive collapses the gap between selling work and seeing what it is actually earning.
The handoff between sales, staffing, and delivery is where the margin leaks.
A project sold at 35% margin can deliver at 12% — and the partner finds out at the post-mortem. The leakage happens in the gaps between systems and the gaps between teams.
- Sold engagements re-keyed into the delivery system manually
- Staffing decisions made without realization data from prior projects
- Utilization and realization reported in different tools, on different cadences
- Partner-level P&L visible monthly, not weekly
- Subcontractor margin invisible until invoices land
Built for the practice partner who has to defend the margin number.
Sale-to-delivery handoff
When a CRM opportunity is closed-won, the engagement is created in Project Drive with the proposed staffing, billing model, and target margin already attached.
Staffing on real data
Search by skill, availability, role, and historical realization. See who delivered similar engagements and at what margin — before you assign the work.
Utilization & realization
The same dashboard. Drill from practice-level utilization down to the named consultant and the engagement they billed last week.
Engagement margin in real time
Hours, rate, cost, and contracted value combined into a live margin figure. Threshold alerts to the engagement partner long before close.
Three workflows our consulting customers run on day one.
Practice utilization & realization dashboard
Utilization, realization, and bench-time visible per practice, per role, per consultant. The same numbers the COO uses for the monthly partner meeting and the staffing manager uses on a Tuesday.
Engagement margin watch
Set a target margin per engagement at sale. Project Drive recalculates margin daily based on hours and rates. If actual margin trails target by more than 5 points, the engagement partner is notified.
Capacity vs. pipeline match
Six-week capacity outlook by skill, against weighted pipeline by skill demand. Spot the staffing gap before sales closes the deal that creates it.
For the first time, our staffing manager and our practice partners are arguing about the same numbers. The conversation moved from reconciliation to decisions.
Bring one practice. We will model the margin math.
Pick a practice with mixed engagement types. The demo will show utilization, realization, and per-engagement margin together.