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Value proposition for Business Consulting companies

With many years of experience working in leading consulting firms (McKinsey, PwC, SoftwareOne), I have a good understanding of the needs of this segment. I assist in the development and implementation of effective back office solutions and the deployment of AI.

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Main areas of support for companies in the Business Consulting sector

Recover time through reporting automation
Free the team from manual, repetitive work
Assistance in building AI competencies in the organization

Most Common Challenges of Medium-Sized Business Consulting Firms

Working in consulting firms – and running my own service business – I see the same recurring challenges:

  • Manual, time-consuming reporting and lack of up-to-date data on company performance. This hinders the company's growth and proper understanding.
  • Distributed systems and documents – information chaos, a lot of manual work. This generates additional administrative costs.
  • Lack of practical AI competencies and a clear strategy for implementing new technologies. This exposes the organization to lost benefits, particularly in the area of productivity.
  • Challenges in knowledge management and chaos in service materials. This generates additional administrative costs and errors in the generated content. 
  • High involvement of manual labor in daily tasks generating additional administrative costs and employee dissatisfaction.

Most companies I encounter want to consciously transition from manual work to a data-driven, automated business with modern AI competencies – to grow faster and increase profitability..

Key services for medium-sized companies Business Consulting

Reporting automation

We help Business Consulting firms implement financial and operational reporting that enables daily decision-making. In particular: Income Statement, Sales Performance Analysis, Time Analysis, Salary Analysis, and Project Profitability. I specialize in Power BI and Microsoft Fabric.

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AI Advisory

We help in selecting the right AI products, planning the development of competencies and training in AI, and implementing AI Policy. From problems to planning to execution. In particular: FAQ chatbot, research and analysis automation, intelligent document processing. I specialize in AI from Microsoft and selected AI products. 

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IT Advisory

I assist in the selection, implementation, and change management in the area of IT systems. We support operational groups such as: Project Work, HR Competence, Sales Operations, Finance, Document Flow, and Knowledge Management. Selected systems: Jira, Azure DevOps, Symmetrical, Paycor, Primetric, Hubspot, Confluence, Loop, Notion, Google Workspace, Microsoft 365. 

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See how we work with Business Consulting companies

My advantage is the practical combination of finance, administration, reporting, automation, and AI – we draw on experiences from our own consulting firm and working experience in global consulting companies like PwC, McKinsey or SoftwareOne.

Every project begins with a preliminary workshop, which allows us to precisely identify the challenges of a given company, map out processes, and establish action priorities..

In Business Consulting firms, I most often help in the following areas:

  • Streamlining reporting and analysis processes: we help transition from manual, scattered reporting (Excel, emails, Word documents) to automated, clear reports – covering work time, utilization, budgets, and project profitability.
  • Automation of back-office operations and elimination of repetitive tasks: we support the implementation of document flow systems, automate financial and administrative processes, so that the team can focus on advisory work rather than "pushing papers."
  • Building AI competencies and a data-driven culture: we organize practical workshops and training sessions that enable consulting teams not only to learn about AI tools but also to effectively implement them in their daily work and knowledge management.
  • Knowledge centralization and digital repositories: we help implement modern knowledge management systems (KMS) that shorten the onboarding of new employees and streamline the sharing of know-how within the company. When the company has standardized knowledge - we implement a FAQ bot to work with the knowledge.
  • Development of the "digital backbone" - implementation of IT systems - preparing solid foundations for data and automation, and then integration between them. 

We always base our collaboration on a partnership approach, adjusting the pace of change to the realities of the given organization. We ensure that each area is consistent with the rest of the processes – only then do automation and AI bring measurable value.

Example of collaboration with a company in the Business Consulting industry

APC Company - a leader in outsourcing and training in pharmacy from Warsaw

Read the story here

1. Automation of back-office operations and elimination of repetitive tasks

  • Creating contracts, scopes of work, or annexes,
  • Automations of the document signing process
  • Document circulation and approval,
  • Advisory/framework agreements,
  • Service offers,
  • Business analyses (reports, audits),
  • Implementation plans,
  • Presentations for management,
  • Workshop reports,
  • Checklists, action plans,
  • Recommendations for the client,
  • Expert opinions.

3. Building AI competencies and a data-driven culture

  • AI Potential Workshop for Business Consulting Firms,
  • AI Training for Companies (beginner and intermediate level),
  • AI Policy,
  • Implementation of selected Automations / AI Agents,
  • AI governance,
  • Particular focus on AI Products: Microsoft Copilot / Google Gemini / ChatGPT / NotebookLM / Perplexity,
  • Selected AI Automation platforms: N8N / Power Automate / AI Builder / Copilot Studio.

2. Organization of reporting and analysis processes

  • Analysis of Consultant Time Utilization,
  • Progress report of consulting projects (statuses, milestones),
  • Profitability of projects and clients,
  • Revenues by types of services and client industries,
  • Project team workload and planning,
  • Pipeline forecasts (potential, signed, lost projects),
  • Customer satisfaction analysis (feedback after projects).

4. Centralization of knowledge and digital repositories

  • Implementation of a FAQ bot for knowledge work - to reduce the time spent searching for documents,
  • Implementation of Google Drive / OneDrive - in order to standardize document storage,
  • Implementation of Odoo Knowledge / Confluence / Notion / Loop / JS.Wiki / X.Wiki - to improve collaboration and centralize knowledge,
  • Implementation of Power Platform / Google AppSheet - in the case of advanced knowledge management projects.

5. Development of the "digital backbone" - implementation of IT systems

  • ERP Implementation: Odoo / Flowtly,
  • CRM Implementation: Hubspot,
  • Implementation of project management programs: ICProject / Jira / Microsoft Planner / Asana / Trello / Azure DevOps,
  • Implementation of a digital work environment: M365 / Google Workspace.

Example companies that have trusted me

 

 

 

 

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Let’s discuss your challenges, opportunities, and issues that can be addressed with Data & AI solutions.

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Check how I can help medium-sized B2B service companies in the Business Consulting sector.

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