Solutions
Capacity and profitability analytics for advisory firms
Understand where work consumes expert time and how case mix, rework and delivery costs affect engagement margins.
Capacity and profitability analytics connects work in progress, staff effort and commercial information. It helps partners distinguish a shortage of people from a process that repeatedly consumes senior attention.
Define capacity around the work
Headcount alone does not show what a practice can deliver. Map the stages that require specialist review, the queues waiting for those people and the types of engagement passing through them. Include non-billable obligations so a capacity estimate does not assume every working hour is available for delivery.
Agree what margin includes
Choose how to treat staff cost, external services, write-offs and shared overhead before comparing engagements. Distinguish recorded time from estimates. Where records are incomplete, show the uncertainty instead of presenting a precise profitability ranking that the underlying data cannot support.
Find the source of repeated effort
Connect returns, evidence requests and review cycles to the engagement. A profitable-looking case may rely on unrecorded partner time; a slow case may be waiting for a client rather than an adviser. The analysis should identify a change that managers can make, not become an unexplained employee league table.
Validate one service line
Reconcile a sample of completed engagements with finance and delivery leads, then inspect current work in progress. Our advisory platform case demonstrates connected intake and review, which can supply useful operational evidence. Validate profitability calculations separately with finance and establish a baseline before attributing any change in margin to the new process.
Take the next step
Explore the approach and evidence
Related work
- Turning a complex advisory process into a governed workflow
A governed, AI-assisted operating platform for a PE-backed UK advisory business.
Practical guides
Discuss your reporting problem
Bring an example of the current process and the decision you need to improve. We can help define a useful first release and assess whether a build is the right next step.
