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Resources for consulting firms navigating the messy middle between scrappy and scaled. From winning projects and resourcing them smartly to forecasting revenue and knowing which work is actually making you money. Podcasts, guides, tools, case studies, and articles from the team behind the project intelligence platform built for firms just like yours.

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Reports, E-Books & Downloads

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Guide

This guide explains how to work out what AI is actually returning at your engineering firm. Plus, five free AI Cheats Sheets to start winning back time and tighten project delivery using AI.

By
Alison Murtagh
August 12, 2026
Guide
Downloads

A step-by-step cheat sheet showing consulting firms how to draft a board finance pack from live data from your PSA software using AI tools like Claude or ChatGPT.

By
Jacob Lawrie
August 3, 2026
Downloads
Downloads

A step-by-step cheat sheet showing consulting firms how to run a weekly project risk review with AI, using budget burn, WIP, and scope data from your PSA software.

By
Jacob Lawrie
August 3, 2026
Downloads
book

The $50 Million Consulting Firm

The $50 Million Consulting Firm is a practical handbook for consulting leaders, packed full of hard-won lessons from Mark Orrtung and Doug Taylor, two industry veterans who’ve started, grown, and sold consultancies.

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Book titled 'The $50M Consulting Firm' by Mark Orttung and Doug Taylor on a blue surface.
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