An accepted brief is ready for an owner and delivery plan.
PROFESSIONAL SERVICES & CONSULTING / THE OPERATING DAY
Automate the SOPs
behind consulting.
Connect the teams, records and handoffs behind consulting, with the right people at each decision.
EXAMPLE OPERATION · CONSULTINGAll industries
daffyOS Example operation · Consulting / One connected enterpriseProject & Delivery / Example record
A new engagement needs a staffed plan
Supporting recordLinked to the original instruction
ATTACHEDDaffyI have linked the record and prepared the next step for Engagement manager. Approve the proposed staffing and milestone plan?
DECISION OWNER / ENGAGEMENT MANAGER
Approve the proposed staffing and milestone plan?The source record, responsible team and proposed next step are linked. This example waits for the decision owner.
Engagement manager · Approval requiredTARGET OUTCOME
Approve the proposed staffing and milestone plan?
Approve the proposed staffing and milestone plan? The approval and follow-up stay attached to the original record.
RECORD IN FOCUSExample recordProject & Delivery SOP / Example
EXECUTION / SIMULATED
- Operating record DaffyEvidence captured
- 2Daffy Engagement managerAwaiting approval
- 3Engagement manager Operation recordAction pending
- 4Operation record Follow-upFollow-up waiting
DECISION OWNER / ENGAGEMENT MANAGER
Approve the proposed staffing and milestone plan?The source record, responsible team and proposed next step are linked. This example waits for the decision owner.
Engagement manager · Approval requiredWORKING NOTES
- No working notes yet.
ONE CONNECTED OPERATING DAY
What needs your attention?
Context follows this operation.
THE WORKSPACES BEHIND THE THREADS
Where your work
comes together.
Each workspace holds its part of the operation. Daffy coordinates the handoffs under the permissions you set.
Project & DeliveryBilling & CollectionsSales PipelineWorkforce CoreGoals & PerformanceHiring & Talent PipelineExpenses & ClaimsDocuments & RecordsCompliance & AuditCustomer SuccessMarketing & CampaignsField Sales & CaptureCosting & ProfitabilityData CoreEmployee HelpdeskCommand CentreDAFFY Chat & Authority
ONE SOP TO START WITH
A new engagement needs a staffed plan.
A representative scoping example. Integrations, actions and approval rules are agreed for your deployment.
01 / THE TRIGGER
An accepted brief is ready for an owner and delivery plan.
02 / THE HUMAN DECISION
Approve the proposed staffing and milestone plan?
03 / THE CONNECTED OUTCOME
The engagement scope, assigned team and milestones stay in one record.
THE PEOPLE BEHIND THE PROCESS
Different teams.
One operating context.
01Advisory Practices
02Engagement Delivery
03Business Development
04Proposal & Bid
05Resource Planning
06Finance & Billing
07Knowledge Management
08People & Talent
09Risk & Independence
10Marketing
11Travel & Admin
12Analytics
THE OPERATING CYCLE
The handoffs that
make the business work.
Use this operating map to decide where a record is created, who takes responsibility and what must be checked before work moves.
- 01 / START THE RECORD
Origination
Capture the source instruction, evidence and responsible owner.
- 02 / CARRY THE CONTEXT
Independence & conflict
Link the independence & conflict record to the previous stage and the team responsible for the next handoff.
- 03 / CARRY THE CONTEXT
Proposal
Link the proposal record to the previous stage and the team responsible for the next handoff.
- 04 / CARRY THE CONTEXT
Staffing
Link the staffing record to the previous stage and the team responsible for the next handoff.
- 05 / CARRY THE CONTEXT
Delivery
Link the delivery record to the previous stage and the team responsible for the next handoff.
- 06 / CARRY THE CONTEXT
Review & quality
Link the review & quality record to the previous stage and the team responsible for the next handoff.
- 07 / CLOSE THE LOOP
Bill & collect
Retain the outcome, outstanding exceptions and decision history.
THE WORKSPACE MAP
The same brain.
Your industry’s vocabulary.
A workspace is shaped around the people and records it serves. These are starting points, with connected workflows between them.
Project & Delivery
Engagement Delivery
Is this engagement running below the rate we sold?
Explore workspace Billing & CollectionsTime, Billing & Realisation
Where is realisation leaking this month?
Explore workspace Sales PipelineBusiness Development
Which pursuits need a partner decision this week?
Explore workspace Workforce CorePeople & Expertise
Who is available for a four-week engagement from Monday?
Explore workspace Goals & PerformanceGoals & Progression
Which reviews are incomplete in this cycle?
Explore workspace Hiring & Talent PipelineTalent Acquisition
Which roles must be filled for the pipeline?
Explore workspace Expenses & ClaimsExpenses & Travel
Which expenses are billable but not yet on an invoice?
Explore workspace Documents & RecordsEngagement Documents
Which engagements have no signed acceptance?
Explore workspace Compliance & AuditRisk & Independence
Is there a conflict on this prospective client?
Explore workspace Customer SuccessClient Relationships
Which clients have gone quiet this quarter?
Explore workspace Marketing & CampaignsMarketing & Thought Leadership
Which content actually generated pursuits?
Explore workspace Field Sales & CaptureEvents & Contact Capture
How many contacts from last week’s summit are un-actioned?
Explore workspace Costing & ProfitabilityEngagement Profitability
Which engagements are below target margin?
Explore workspace Data CoreKnowledge Core
Find every past engagement similar to this brief.
Explore workspace Employee HelpdeskFirm Helpdesk
What is pending my approval?
Explore workspace Command CentreFirm Command Centre
Where is the firm losing money this month?
Explore workspace DAFFY Chat & AuthorityDAFFY Chat & Authority
What is my book worth and what is at risk?
Explore workspaceAUTHORITY, IN CONTEXT
The right answer.
For the right person.
Agree access and action permissions before connecting operational data. The same question can require a different scope for each role.
“What is my chargeability this month?”
Own engagements, own time, own utilisation.
“Is this engagement running below the rate we sold?”
Their engagements, budget, team, deliverables.
“Which engagements in my practice are eroding margin?”
Their practice, pipeline, utilisation, realisation.
“Who is available for a four-week engagement from Monday?”
Availability, skills and allocation across the firm.
“What is my book worth and what is at risk?”
Their clients, their book, and firm-wide risk.
“Where is realisation leaking across the practices?”
Whole firm, realisation, growth, exposure.
START WITH ONE WORKFLOW
One SOP today.
A more connected company tomorrow.
Bring us the process, the people and the exceptions. We’ll map the first proof of value.