Professional services management solutions

Smartsheet Solutions for Professional Services and Consulting Teams

Streamline project delivery, improve profitability, and gain real-time visibility across every engagement

A Smarter Way to Manage Consulting and Professional Services Projects

Running professional services or consulting projects means juggling multiple clients, teams, timelines, and financial variables. From accurate job costing to timesheet tracking, project delivery, and client billing, keeping everything aligned can be overwhelming — especially when relying on disconnected tools and manual processes.

InfoSpark’s Professional Services Management Solution, powered by Smartsheet, gives consulting and service teams a single, centralised platform to manage projects, resources, and finances with confidence. Whether your organisation handles short-term engagements, long-term retainers, or both, our solution helps deliver every project efficiently, profitably, and with full visibility.

Smartsheet-powered. Consulting-focused. Ready to deploy.

Eliminate Operational Gaps and Drive Profitability

Consulting teams face unique challenges: balancing client demands, tracking billable hours, managing resources, and maintaining profitability. When critical data is scattered across emails, spreadsheets, and disconnected systems, decision-making slows down, errors creep in, and revenue slips through the cracks.

With InfoSpark’s Professional Services Management Solution brings everything together into a single, Smartsheet-powered platform. With centralised dashboards, automated reporting, and real-time data, consulting managers can:

  • Track utilisation and billable hours in real time
  • Monitor project profitability and reduce revenue leakage
  • Balance workloads across multiple teams and engagements
  • Manage retainer-based and project-based work simultaneously

By integrating financial, project, and resource data, your teams can make faster, more informed decisions, reduce administrative overhead, and scale operations confidently.

Manage Every Aspect of Consulting in One Platform

Our Smartsheet Professional Services Solution combines project management, budgeting, and reporting into one intuitive system. This allows consulting teams to standardise processes, reduce manual effort, and maintain a clear picture of performance across clients and projects.

Budgeting and Financial Tracking

Build accurate budgets that factor in staff rates, subcontractors, external costs, and client discounts. Approved project budgets automatically roll up into clear, categorised views to monitor costs, margins, and revenue in real time.

Time Tracking and Timesheets

Enable consultants to log hours easily against clients, projects, or tasks. Automated timesheet tracking helps managers identify under-utilised resources, improve forecasting, and ensure accurate billing.

Dashboards and Financial Reporting

Visualise financial performance with live Smartsheet dashboards that show budget versus actuals, utilisation, and profitability. Generate custom reports on demand or schedule them automatically, keeping clients and executives informed without manual effort.

Project Delivery and Task Management

Manage multiple client engagements simultaneously with Smartsheet’s award-winning planning tools. Assign tasks, track milestones, and monitor dependencies across teams — with automated alerts to keep everyone aligned.

Integrations and System Compatibility

Seamlessly connect with accounting, CRM, and HR systems like Xero, QuickBooks, and Salesforce. Sync budgets, invoices, timesheets, and project data to eliminate double entry, reduce errors, and maintain a single source of truth.

Configurable to Your Billing Model

Whether your firm uses fixed-fee, time and materials, or retainer billing, we configure workflows, dashboards, and reporting to fit your business model — without lengthy build cycles.

Unlock Efficiency and Profitability for Consulting Teams

Professional services thrive on clear visibility, accurate billing, and efficient delivery. With a seamless management solution in place, your teams can achieve:

  • Accurate job costing and budgeting for every consulting project
  • Full visibility of billable vs. non-billable hours
  • Improved forecasting and resource utilisation to optimise capacity
  • Automated client billing and reporting with less admin effort
  • Reduced human error and increased data accuracy
  • Real-time insight into project and client profitability

By connecting financials, project workflows, and resource data in one place, consulting teams work smarter, deliver better, and grow sustainably.

Ready to Simplify Professional Services Management?

Let InfoSpark help your consulting or professional services firm manage projects more efficiently, optimise resources, and improve profitability. Our Smartsheet-powered solution gives your team the visibility, automation, and control they need to succeed.

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