Home About Case Studies Hire Me Contact
Currently available for select engagements

Hire Data Analyst for Consulting Firms
Senior, direct, no layers

Hire a Data Analyst for Consulting Firms: dashboards for pipeline, utilisation, project margin and proposal win rates. Senior-only delivery, a fixed scope agreed before build, and direct communication throughout.

Direct
Senior-only delivery
Fixed
Scope agreed first
Documented
Handover included
One owner
No layers
Consulting Firms — Data Analyst

A data analyst for consulting firms

Consulting firms sell expertise, but much of their week goes to work that is not expertise: chasing leads, rewriting proposals, hunting for the last version of a deliverable, and rebuilding the same analysis for each new client. Partners end up doing administration, and junior staff end up recreating knowledge the firm already owns.

Clients, meanwhile, judge a firm on responsiveness and clarity. A slow proposal, a confusing deliverable or a portal nobody can log into undermines the advice itself. Firms that look disorganised in their own operations struggle to sell organisation to clients.

For consulting firms, advisory practices and boutique firms, a data analyst is useful in a specific way: dashboards for pipeline, utilisation, project margin and proposal win rates. That is the work this engagement is built around — not a generic brief with an industry name swapped in, but the job as it actually runs in this sector, where a typical engagement runs on inbound enquiries, discovery calls, proposals and contracts, kickoff and data gathering, delivery and review, invoicing, and follow-on work.

Book a free discovery call and we will test the fit before any scope is agreed.

What you get

What this engagement covers for consulting firms

  • Each engagement starts from a decision the consulting firms need to make, and the analysis is built to answer that question rather than produce a general dashboard.
  • Sources are audited for completeness, duplicates and definition drift, so a report does not present two different meanings of the same number.
  • Findings are presented with the question, the answer, the evidence and the caveat, in that order, without a wall of charts.
  • Where a question repeats weekly or monthly, a dashboard is built on defined measures so the answer stays comparable over time.
  • Results are split by the dimensions that matter, such as source, timing or group, because an average across everything usually hides the useful finding.
  • Each reported number gets a plain definition of what was counted and what was left out, so future reports can be compared honestly.
Systems this sector runs

Built to fit the tools consulting firms already use

Analysis for consulting firms works from the records they already hold in HubSpot, Notion, Miro, Calendly, PandaDoc and Asana, plus spreadsheets and exports where a system does not report well. The tooling is deliberately ordinary: spreadsheets for exploration, a business-intelligence tool or simple dashboard for recurring reports, and scripts where a repeatable clean-up is needed. The important choice is not the tool but the definition: what counts as an enquiry, a completed job or a repeat customer, agreed before the first chart is drawn, because two systems counting the same word differently is the most common source of false conclusions.

Two habits keep the work honest. The first is showing the raw counts beside any rate, so a dramatic percentage on a tiny base cannot mislead. The second is separating description from explanation: the analysis says what changed and by how much, and labels any suggested cause as a hypothesis to test, rather than presenting a correlation as a proven reason. consulting firms making decisions on these numbers deserve that distinction.

  • HubSpot — pipeline, proposals and client communication in one CRM.
  • Notion — shared knowledge, deliverable templates and client workspaces.
  • Miro — workshops, mapping and collaborative working sessions.
  • Calendly — discovery-call booking without email back-and-forth.
  • PandaDoc — proposals, contracts and e-signatures.
  • Asana — delivery plans, tasks and deadlines across engagements.
How it works

From kickoff to delivery for consulting firms

  1. Agree the decision and the definitions

    The question, the decision it serves, and the exact definition of each number are written down before any data is pulled.

  2. Audit the sources and clean once

    Each source is checked for gaps, duplicates and drift, and the cleaning steps are recorded so the analysis can be repeated.

  3. Analyse, segment, and challenge

    Results are split by the dimensions that matter, checked against common errors, and challenged before they are presented.

  4. Report with caveats and a repeatable setup

    Findings are delivered with definitions and limits, and recurring reports are set up so the same numbers can be produced next month.

Why Omer

Why hire Omer

  • Utilisation that separates billable from busy: Consultant hours are split into billable, business development and administration, so a consultant who looks busy on internal work is not mistaken for a consultant who is earning.
  • Project margin after write-offs: Each engagement is judged on fees collected after write-offs and subcontractor costs, which separates a prestigious project from a profitable one.
  • Pipeline judged on conversion, not size: Proposals are followed to signed engagements, so a pipeline that is large but never converts is reported as a conversion problem, not as a healthy pipeline.
  • Capacity visible before it is promised: Forward utilisation is shown against the pipeline, so a new engagement is sold against hours that actually exist rather than hours that are already committed.
  • Definitions the partners can audit: Every figure carries a plain definition and a source, so a partner can check a utilisation or margin figure against the firm's own time and billing records.
Outcomes

What changes for consulting firms

Done well, inbound enquiries, discovery calls, proposals and contracts, kickoff and data gathering, delivery and review, invoicing and follow-on work gets a clearer picture: managers stop arguing about whose spreadsheet is right, because the numbers have agreed definitions and a single source. The weekly conversation changes from reconstructing what happened to deciding what to do about it, and the segments in the report point at the specific part of the operation that needs attention rather than a general sense that things are up or down.

Analysis does not create data that does not exist, and it cannot rescue a decision that has already been made for other reasons. Where the records are too thin or too messy to support an answer, the honest result is a smaller claim and a plan to record better data, not a polished report built on guesses. That restraint is part of the work, not a failure of it.

Browse all engagements on the hire hub, or discuss this one directly via the contact page.

FAQ

Questions, answered

How is this different from our practice management reports?
Practice management tools report hours and invoices as they were entered. This work joins time, billing, pipeline and subcontractor records, so utilisation, project margin and pipeline conversion can be judged together, which the standard reports keep apart.
Will you need access to client-confidential material?
No. The analysis uses engagement codes, dates, stages, time records and billing summaries, not client documents or advice. Any narrative field beyond the agreed questions is dropped at import.
Our time recording is inconsistent. Can you still help?
Usually yes, provided the firm can agree what counts as billable, business development and administration time. Records that cannot be classified are counted openly, and the report states which figures they affect.
How often will we receive the numbers?
Monthly for the full utilisation, margin and pipeline view, because billing and engagement cycles set the natural rhythm. A shorter forward-capacity check can be agreed when the firm is deciding whether to take on a large engagement.
What do you need from us to start?
Time, billing, pipeline and subcontractor records for an agreed period, plus the firm's own definitions of a signed engagement and a completed project. A short session on how time categories are actually used prevents most misreading.
Currently available for select engagements

Ready to get started?

The best way to explore working together is a quick conversation. Reach out through your preferred channel and let us discuss your project.