Features

Every feature, across five modules

Scroll through all five modules. Open any group to see exactly what you get. Spot something missing? Just tell us.

Sell

Win more work and grow your practice — from personal brand to signed engagement.

Build your brand & pipeline

Features

Personal branding

LinkedIn profile optimisation and content production.

Prospecting plan

Build and manage your outreach, end to end.

CRM

Every client, contact and interaction in one place.

Example

Opportunities

Pipeline

Prospecting 2

Helvetia Retail

Retail opsCHF 80k

Nordwind AG

Cost transf.CHF 120k

Proposal 1

Lumen Health

RTM redesignCHF 96k

Won 1

Baumann & Co.

PMICHF 140k

Win with AI

Features

Lead & proposal automation

AI-drafted documents, tailored to each case.

Pricing intelligence

Smart pricing and project-budget optimisation.

Client discovery optimisation

Sharper questions, better-scoped work.

Example

AI proposal deck

Lumen Health

Proposal cover — Operations Improvement Programme

✦ AI drafted this deck

A full commercial proposal — cover, value case, deliverables, timeline and team — generated from your discovery notes.

Grow your reach

Features

Skill assessment & coaching

Know where you stand, and where to grow.

Market opportunity matching

Matched to demand that fits your expertise.

Resource identification & staffing

Find the right people for the work.

Follow-on opportunities

Spot extensions and new projects early.

Example

Marketplace

Open roles

Supply-chain lead

94% fit

FMCG · 6 weeks · ZürichUSD 2,200/day

Cost transformation

81% fit

Industrials · 3 months · RemoteUSD 2,000/day

PMI integration lead

76% fit

Private equity · 4 weeks · GenevaUSD 2,500/day

Deliver

Deliver impact, not slides — with cross-cutting toolkits and category-specific ones for the real work.

Plan & structure

Features

Project-specific upskilling

Get up to speed on the work ahead.

Roadmap & project planner

Phases, milestones and workstreams.

Interview guide design

Ready-to-run guides for your interviews.

Example

Project plan

20 weeks

DiagnoseDesignPilotScale

Ops diagnostic

Performance mgmt

Standard work

Rollout & scale

Milestone · Steerco sign-offWeek 8

Gather & analyse

Features

Market data collection & analysis

Scan the market and structure the findings.

Client data collection & analysis

Turn client data into insight.

Document repository

Every file for the engagement, in one place.

Example

Data analysis

Market scan

Channel performance

Direct62%

Distributors48%

Wholesale31%

Document repository · 34 files

Run the engagement

Features

Email & calendar management

Stay on top of every thread and meeting.

Meeting design & management

Kick-offs, steercos and workshops — designed, transcribed and followed up.

Stakeholder management

Keep everyone mapped and on-side.

Example

Meetings

This week

Kick-off · Lumen Health

Mon 09:00 · 45 min

✦ AI transcribed

Steerco · Meridian

Tue 14:00 · 60 min

✦ AI transcribed

Workshop · Ops team

Thu 10:00 · 90 min

✦ AI transcribed

Produce deliverables

Features

Deck & document automation

Build client-ready decks and reports straight from your work.

Spreadsheet & model builder

Turn your analysis into structured, reusable Excel models.

Capability-specific AI tools

Purpose-built assistants per capability — added progressively.

Example

Deliverables

AI-produced

RTM strategy deckPPTX · 24 slides

Cost-baseline modelXLSX

Diagnostic reportDOCX

✦ Capability-specific AI

A purpose-built toolset per capability — route-to-market, supply chain, PMI and more — rolled out progressively.

Track & capitalise

Features

Project dashboard

See status, risks and progress at a glance.

Knowledge capitalisation

Capture what you learn for next time.

Category & industry toolkits — added progressively

Beyond general project management, each engagement type gets its own purpose-built AI toolkit. We’re rolling these out steadily — and we build the ones our consultants ask for next.

Route-to-marketManufacturingSupply chainFMCG · soonPost-merger · soonCost transformation · soon+ more

Example

Project dashboard

On track

4/5

Risks

Progress

62%

Results tracked

Cost saving identifiedCHF 1.2M

Network

Communities that broaden your horizons — and build your reputation.

Connect

Features

Group chat

Channels by capability, industry and skill.

1-to-1 chat

Reach any peer directly.

Example

#operations

3 online

Marta R.

Anyone got a stakeholder-map template for a PMI?

Jonas K.

Yes — sharing the one from the Nordwind deal 👇

Aïcha D.

Perfect timing — starting one next week. Thanks both!

Features

Knowledge sharing

Trade playbooks, methods and prompts.

Tool sharing

Pass around what actually works.

Staffing opportunities

Post and pick up work across the community.

Example

Shared in #operations

Stakeholder-map templateMarta R.

RTM diagnostic promptJonas K.

Staffing opportunity

2-week supply-chain engagement · DM to apply

Get recognised

Features

Vetting

Earn vetted recognition for the capabilities you’re known for.

Example

Your vetted capabilities

✓ Operations✓ Supply chain✓ Post-merger

Profile visibilityTop 8%

Learn

Stay at the forefront of knowledge and expertise.

Stay current

Features

AI-curated & peer-posted news

The updates that matter, filtered for you.

Templates

Ready-to-use, by capability.

Example

Your feed

AI in RTM diagnosticsCurated

New: stakeholder-map templatePeer

Change management playbookTemplate

Level up

Features

Trainings

Structured courses with a clear skills track.

Group coaching

Learn alongside peers, live.

1-to-1 coaching

Targeted support when you need it.

Example

E-learning

Operations track

✓

Hypothesis-driven problem solving

6 lessons · complete

▶

AI for diagnostics

4 of 8 lessons · 60%

◷

Data storytelling

7 lessons · not started

Group coaching · liveThu 18:00

My admin

Less time on admin, more time on business. Wawilee handles it for you.

Contracts

Features

Client contract management

From draft to signature, tracked.

Vendor contract management

Keep your subcontractors in order.

Example

Contracts

Lumen Health · MSASigned

Baumann & Co. · SOWAwaiting

Sara C. · SubcontractSigned

Time & expenses

Features

Timesheet tracking

Log hours per project in a click.

Expense capture & receipts

Snap, categorise and attach to the right engagement.

Approvals & billing

Route for approval, then push straight to invoicing.

Example

Timesheet & expenses

This week

ProjectMTWTF

Lumen Health8684—

Meridian—2—46

Total88886

Expenses

Rail · Zürich–BaselCHF 88

Client lunch · LumenCHF 62

Software · FigmaCHF 15

Get paid

Features

Invoicing management

Raise and send invoices in a click.

Cash collection management

Chase, track and collect — automatically.

Example

Cash & invoicing

Outstanding

CHF 128k

Collected Q3

CHF 342k

Days to cash

21d

Invoice	Client	Status
#2027-041	Baumann & Co.	Paid
#2027-042	Lumen Health	Sent
#2027-039	Nordwind AG	Overdue

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