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professional services15 weeksManagement consultancy, 60 consultants

Recovering nine points of realisation for a consultancy

+9 ptsRealisation rate improvement
8 days → 2 daysMonthly invoicing cycle
+$1.4MAnnualised revenue recovered
92%Time captured same day
The challenge

What was not working

Time was captured late — often reconstructed at week-end — which eroded realisation through forgotten work and unbillable write-offs. Engagement scope changes were agreed in email and frequently absorbed rather than billed. Invoicing took eight days of partner and finance effort each month.

The solution

What we built

Cyntra deployed Project Hub with calendar-derived time capture, same-day approval flow, a change-order workflow tied to the engagement record, and automated draft invoices generated from approved time and expenses.

How we ran it

1

Realisation analysis

Analysed 18 months of time and billing data to quantify where realisation was actually lost.

2

Time capture

Built calendar-derived suggestions so consultants confirm rather than reconstruct their time.

3

Change orders

Created a lightweight change-order flow requiring client acknowledgement before work proceeds.

4

Invoice automation

Generated draft invoices from approved time, leaving partners to review rather than assemble.

5

Adoption

Ran a 30-day measured pilot with two practice groups to prove the realisation impact before firm-wide rollout.

“We assumed our realisation problem was a pricing problem. It was a data-capture problem, and fixing it returned more than a rate increase would have.”
— Managing Partner, management consultancy
Services delivered

The engagements behind this project

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Cyntra Technologies LLC · 212 N 2nd St, Ste 100, Richmond, KY 40475