The Challenge
An engineering consulting firm had 15% bench rate with no visibility into upcoming project demand. We deployed Power BI dashboards for utilization, project margins, and pipeline forecasting — reducing bench cost by 30%. The organization had reached an inflection point — consultant utilization was tracked in timesheets reviewed weeks after the fact. Pipeline forecasting relied on partner intuition rather than data. Client documents were scattered across personal drives, email, and disconnected systems.
client confidentiality requirements, professional licensing regulations, and engagement-specific compliance added complexity that generalist technology vendors consistently underestimated. Previous initiatives had stalled because the technology partner didn't understand these constraints — delivering solutions that technically worked but failed compliance review or didn't fit operational workflows.
The executive sponsor set clear expectations: measurable impact within one quarter. They needed a partner with both analytics & bi expertise and professional services domain knowledge — someone who could deliver quickly without creating compliance risk or workflow disruption.