Management Consulting ERP for Delivery and Fees

Name the sales order Consulting engagement and each item Consulting service so the Riverton assignment reads in the team’s language. Customer, proposal, invoice and task labels can also reflect the terminology your engagement managers use when coordinating client work. These settings change record labels while preserving DNA’s standard sales and task functions.

The proposal distinguishes six diagnostic interviews, two improvement workshops and one implementation roadmap. These quantities help the engagement lead explain what Riverton commissioned and discuss a further workshop using the original commercial scope as the starting point. Open Details to inspect quantities, units, prices, discounts and totals before using the quotation’s action bar.

The engagement coordinator confirms participants, the consulting analyst prepares process maps and the delivery lead reviews implementation priorities. Give each handover its own task description and owner so the consulting team can update delivery progress and identify the next conversation required with the client sponsor. Open Task Details to check the assignee, priority and due date, then update its status on the board.

Prepare progress invoices using the engagement’s 30%, 40% and 30% billing plan. The workshop and roadmap stages remain identifiable by description and amount, supporting a clear fee discussion when the client’s finance team asks which agreed stage an invoice covers. Inspect milestone ID, description, work package and amount in the Progress Billing Invoice.