Vision™ maps your service delivery model, identifies capacity constraints, and sequences improvements that increase utilization without burning out your team — so every engagement compounds into lasting operational advantage.
Consulting firms, law practices, and advisory businesses run on knowledge, relationships, and reputation — but scale on systems. Most firms optimize one at a time. Vision™ connects all three.
Your best people are overloaded while juniors sit underutilized. Resource matching is manual, late, and political — and it's costing you margin every week.
Senior partners hold institutional knowledge that never gets codified. Every departure restarts a learning curve that takes months to recover from.
Too much revenue from too few clients. You know it's dangerous but can't see which new relationships to prioritize or how to expand existing ones.
Traditional approach
Vision™ for Professional Services
Every module, every insight, every recommendation — calibrated to the realities of professional services.
15-30% utilization improvement
Map every team member's skills, availability, and project load. Vision™ recommends optimal staffing for incoming projects and flags utilization imbalances before they become problems.
Revenue expansion
Track engagement health, identify upsell signals, and map relationship depth across your portfolio. Surface at-risk accounts before renewal conversations.
Operational excellence
Capture project patterns, methodologies, and lessons learned into a living knowledge graph. New hires ramp faster. Proposals reuse proven frameworks.
A phased approach calibrated to the realities of professional services — so every investment builds on the last.
Optimize project economics, improve staffing accuracy, and build a knowledge advantage that compounds with every engagement.
Common roles: Managing Partner, COO, Practice Leads
Track matter profitability, optimize associate allocation, and surface cross-selling opportunities across practice areas.
Common roles: Managing Partner, COO, Director of Operations
Balance seasonal workload spikes, maintain quality standards, and transition to advisory services with data-backed confidence.
Common roles: Managing Partner, Director of Operations
Get started with Vision™ in minutes. Map your service delivery model, identify capacity constraints, and build the systems that turn expertise into scalable operations.
Making the invisible, visible.