Software for Consultancies
Your portfolio review, ready before the meeting
Consultancies and advisory firms run fixed fee and time and materials engagements side by side, each with its own team, budget, and client. Vaizy brings them together, so partners see which engagements stay on budget and which are eating consultant hours.
A portfolio picture built by hand is out of date the moment it is finished. Vaizy keeps it current from the plans, hours, and costs your team already enters.
Budget against progress
See per engagement whether the money spent matches the work done, with the KPIs your PMO already uses, such as CPI and SPI.
Compare with the original plan
Vaizy saves the original plan when an engagement starts, so you can show partners what changed and what it did to budget and dates.
Portfolio risk view
Risks from every engagement in one list, each with an owner and a link to the milestone it affects.
Portfolio reviews take days to prepare
Every engagement lead reports in a different format. Vaizy gives every engagement the same health score and budget view, so the review is ready when you are.
Budget health per engagement: is spend in line with progress?
Overruns show up after the fact
An engagement looks fine in the summary while consultant hours quietly run over. Vaizy compares spend with progress per engagement and flags the gap early.
Margin per client across fixed fee and time and materials work.
Margin per client is unclear
Fixed fee work hides its real cost until the end. Vaizy shows revenue, cost, profit, and margin per client across all engagements.
Plan revisions to compare today with the original plan.
Risks live in separate registers
Each engagement keeps its own risk list. Vaizy collects risks across the portfolio and links each one to the milestone it threatens.
A Portfolio Health Index for every engagement and for the whole portfolio.
Walk into the partner meeting prepared
Engagement budgets, margins, and risks in one place.
