← All workKoho Consulting · Consulting Operations
Koho Consulting runs its whole practice on ConsultOps.
A CLM consultancy where sales, delivery, budgets, resourcing and client updates were each reviewed in a separate pass, so nobody ever saw the practice whole.
- Product Views
- 50+
- Client
- Koho Consulting
- Industry
- Consulting Operations
- Engagement
- Ongoing
The screen
What was breaking
Nobody could see the practice whole.
Sales, delivery, budgets, resourcing and client updates were each reviewed on their own, so leaders were rebuilding the same picture by hand every week. It needed to cover the whole practice at once: pipeline, proposals, budgets, delivery, resourcing, utilization, client visibility and exports.
- Sales, delivery, budgets, resourcing, and client updates were reviewed in separate passes.
- Leaders needed practice health without rebuilding context across tools.
- Project teams needed SOWs, milestones, documents, and status to stay attached to the work.
- Resource allocation and team utilization needed the same operating truth as pipeline and delivery.
What runs now
One platform for the whole practice.
We built one platform for the whole practice: pipeline and deals, proposals and SOWs, project delivery, budgets, managed services, resourcing, utilization, client views and exports, each role seeing only what it should.
What we built
CRM and pipeline
Leads, deals, qualification, stage health and activity all sit in one place instead of four.
Delivery and budget control
Projects carry budget state, milestones, managed-services health, delivery status, and historical budget movement.
SOW and proposal work
Scope, proposal documents, deck previews and milestones keep what was sold attached to what is being delivered.
Resource intelligence
Resource allocation and team utilization views help leaders see who can carry the next piece of work.
Client and practice visibility
Client context, live projects, executive summaries, forecasts, exports, and health views reduce status reconstruction.
Platform quality layer
Accessibility, role gates, semantic design tokens, empty states, export utilities, and audit cleanup moved the product toward a reusable platform.
What shipped
Live and in daily use inside a real consulting firm.
- Product Views
- 50+
- UI Components
- 40+
- Audit Score
- 97
- PrettyFly IP
- 100%
Alex has become the person who builds the systems Koho actually runs on. Our consulting-operations platform, our contract-extraction work for clients, and our own AI teammate in Slack — he built and shipped all of it, and it's live and in daily use. What's rare is that he ships production-grade software that's genuinely safe: real guardrails, real security, and nothing that sends or changes anything without us approving it first.
Built with
Every one of these started the same way.
A free twenty-minute call.
Tell us how calls, quotes, and invoicing work today, and we'll tell you where we think the money is going. No pitch, no deck.