Consulting firms
In a consulting firm, margin lives in the hour. CANOPE reconstructs the time on every engagement, protects your budgets, and lets your experts do what the client pays for: think.
A consultant juggles five engagements in a day, jumps from a client call to a deliverable, and submits a timesheet three days later, from memory. Every hour forgotten or booked to the wrong engagement comes straight out of what you can bill.
A fixed-fee engagement signed at a set price, a scope that creeps meeting after meeting. By the time the partner finally compares actuals to what was sold, half the budget is gone and the deliverable isn’t ready.
The opportunity becomes a proposal, the proposal becomes a won engagement. At every step someone re-copies the structure, the rates and the roles into a new file. The time spent administering the engagement is never billed.
CANOPE
CANOPE reconstructs each consultant’s day from their actual activity, groups the time by engagement, and prepares their timesheet. They fix a segment if needed, then confirm.
CANOPE continuously compares actuals to what was sold on every fixed fee, and alerts the responsible partner as the engagement nears its budget, not once it has blown past it.
CANOPE catches billable hours that were missed or booked to the wrong engagement, and surfaces them before the invoice goes out to the client.
When a proposal is accepted, CANOPE turns it into an engagement, carrying over its entire structure, rates and roles — without a single re-keying.
CANOPE prepares your invoices for both time-and-materials and fixed-fee work, computes GST and QST, and freezes the document at production so it stays true, line for line, to what the client received.
A day with CANOPE
8:40 a.m. — A consultant opens CANOPE. Yesterday is already reconstructed: three hours on the optimization engagement, a scoping call, a deliverable review. She adjusts one segment, confirms, and moves on.
10:15 a.m. — A partner opens the fixed-fee engagement signed last month. CANOPE has flagged it: 70% of budget consumed, deliverable halfway done. He reshuffles the staffing before the margin melts.
2:00 p.m. — The client accepts a proposal. CANOPE turns it into an active engagement, with its sub-engagements, rates and lead already in place.
4:30 p.m. — Billing cycle closes. CANOPE has flagged four billable hours booked to the wrong engagement. The lead corrects them and produces the invoice — GST and QST computed, document frozen.
5:00 p.m. — No one chased a single timesheet. The firm knows exactly where every engagement stands.
Your firm sells the expertise of its people. CANOPE makes sure all of it gets billed.