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Case study

Consulting Operations

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Workflow receipt · consultops

ConsultOps gives consulting teams one operating platform.

Koho Consulting was the first real operating environment for PrettyFly-owned IP: CRM, delivery, budgets, SOWs, resourcing, utilization, client context, and reporting in one product surface.

PrettyFly.aiKoho Consultingcoded proof surface · future motion slot
No. 02

Inspectable proof

Proof screenshot
prettyfly.ai / consultopsKoho Consulting
Koho Consulting proof screenshot
No. 03

Original drag

Drag named first

Original drag

Consulting operations needed more than a delivery dashboard.

ConsultOps is PrettyFly-owned IP shaped around real consulting work. The platform needed to cover the full practice route: pipeline, qualification, proposals, budgets, project delivery, resource planning, utilization, client visibility, exports, and operating review.

  1. 01

    Sales, delivery, budgets, resourcing, and client updates were reviewed in separate passes.

  2. 02

    Leaders needed practice health without rebuilding context across tools.

  3. 03

    Project teams needed SOWs, milestones, documents, and status to stay attached to the work.

  4. 04

    Resource allocation and team utilization needed the same operating truth as pipeline and delivery.

No. 04

Operating route

Mapped path

Operating Route

One all-in-one consulting operations platform.

PrettyFly built ConsultOps as an inclusive platform for the consulting operating route: CRM, pipeline health, proposal and SOW surfaces, project delivery, budgets, managed services, resource intelligence, team utilization, client views, exports, and role-safe dashboards.

01

CRM and pipeline

Leads, deals, qualification, stage health, activity context, and sales dashboards sit inside the same operating route.

02

Delivery and budget control

Projects carry budget state, milestones, managed-services health, delivery status, and historical budget movement.

03

SOW and proposal work

Scope, proposal documents, deck previews, and milestone surfaces keep commercial work connected to delivery reality.

04

Resource intelligence

Resource allocation and team utilization views help leaders see who can carry the next piece of work.

05

Client and practice visibility

Client context, live projects, executive summaries, forecasts, exports, and health views reduce status reconstruction.

06

Platform quality layer

Accessibility, role gates, semantic design tokens, empty states, export utilities, and audit cleanup moved the product toward a reusable platform.

No. 05

Shipped system

Receipt

Shipped System

A PrettyFly-owned consulting operations platform proven inside a real client environment.

50+Product Views
40+UI Components
97Audit Score
100%PrettyFly IP
Stack
ReactViteSupabase AuthSupabase PostgresVercel

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