Consulting Firms

Bring the client brief, interview notes, analysis, and presentations into one desktop. Build the proposal, work through the evidence, and prepare the next client update with your team.

Map this RFP's requirements into a proposal checklist

Draft our approach using the client brief and past proposals

Build a workplan from these deliverables and staffing assumptions

Compare the proposal scope with the client's requirements

Update the fee workbook with the agreed team and timeline

Draft the proposal submission email for partner review

Map this RFP's requirements into a proposal checklist

Draft our approach using the client brief and past proposals

Build a workplan from these deliverables and staffing assumptions

Compare the proposal scope with the client's requirements

Update the fee workbook with the agreed team and timeline

Draft the proposal submission email for partner review

Map this RFP's requirements into a proposal checklist

Draft our approach using the client brief and past proposals

Build a workplan from these deliverables and staffing assumptions

Compare the proposal scope with the client's requirements

Update the fee workbook with the agreed team and timeline

Draft the proposal submission email for partner review

Map this RFP's requirements into a proposal checklist

Draft our approach using the client brief and past proposals

Build a workplan from these deliverables and staffing assumptions

Compare the proposal scope with the client's requirements

Update the fee workbook with the agreed team and timeline

Draft the proposal submission email for partner review

Map this RFP's requirements into a proposal checklist

Draft our approach using the client brief and past proposals

Build a workplan from these deliverables and staffing assumptions

Compare the proposal scope with the client's requirements

Update the fee workbook with the agreed team and timeline

Draft the proposal submission email for partner review

Map this RFP's requirements into a proposal checklist

Draft our approach using the client brief and past proposals

Build a workplan from these deliverables and staffing assumptions

Compare the proposal scope with the client's requirements

Update the fee workbook with the agreed team and timeline

Draft the proposal submission email for partner review

Organize these spend files into a cost baseline workbook

Compare costs by category and business unit

Summarize the recurring themes in these stakeholder interviews

Link the diagnostic findings to the supporting data and notes

List the data gaps to resolve with the client

Draft the first cost diagnostic presentation from this analysis

Organize these spend files into a cost baseline workbook

Compare costs by category and business unit

Summarize the recurring themes in these stakeholder interviews

Link the diagnostic findings to the supporting data and notes

List the data gaps to resolve with the client

Draft the first cost diagnostic presentation from this analysis

Organize these spend files into a cost baseline workbook

Compare costs by category and business unit

Summarize the recurring themes in these stakeholder interviews

Link the diagnostic findings to the supporting data and notes

List the data gaps to resolve with the client

Draft the first cost diagnostic presentation from this analysis

Organize these spend files into a cost baseline workbook

Compare costs by category and business unit

Summarize the recurring themes in these stakeholder interviews

Link the diagnostic findings to the supporting data and notes

List the data gaps to resolve with the client

Draft the first cost diagnostic presentation from this analysis

Organize these spend files into a cost baseline workbook

Compare costs by category and business unit

Summarize the recurring themes in these stakeholder interviews

Link the diagnostic findings to the supporting data and notes

List the data gaps to resolve with the client

Draft the first cost diagnostic presentation from this analysis

Organize these spend files into a cost baseline workbook

Compare costs by category and business unit

Summarize the recurring themes in these stakeholder interviews

Link the diagnostic findings to the supporting data and notes

List the data gaps to resolve with the client

Draft the first cost diagnostic presentation from this analysis

Prepare the steering committee pack from these workstream updates

Update the milestone tracker using the latest team notes

Pull the open risks and decisions into the status presentation

Compare this week's progress with the agreed project plan

Create an action list with owners and dates from the meeting notes

Draft the client update email with the review pack attached

Prepare the steering committee pack from these workstream updates

Update the milestone tracker using the latest team notes

Pull the open risks and decisions into the status presentation

Compare this week's progress with the agreed project plan

Create an action list with owners and dates from the meeting notes

Draft the client update email with the review pack attached

Prepare the steering committee pack from these workstream updates

Update the milestone tracker using the latest team notes

Pull the open risks and decisions into the status presentation

Compare this week's progress with the agreed project plan

Create an action list with owners and dates from the meeting notes

Draft the client update email with the review pack attached

Prepare the steering committee pack from these workstream updates

Update the milestone tracker using the latest team notes

Pull the open risks and decisions into the status presentation

Compare this week's progress with the agreed project plan

Create an action list with owners and dates from the meeting notes

Draft the client update email with the review pack attached

Prepare the steering committee pack from these workstream updates

Update the milestone tracker using the latest team notes

Pull the open risks and decisions into the status presentation

Compare this week's progress with the agreed project plan

Create an action list with owners and dates from the meeting notes

Draft the client update email with the review pack attached

Prepare the steering committee pack from these workstream updates

Update the milestone tracker using the latest team notes

Pull the open risks and decisions into the status presentation

Compare this week's progress with the agreed project plan

Create an action list with owners and dates from the meeting notes

Draft the client update email with the review pack attached

From the client brief to the steering committee

Proposals & RFP responses

Turn the client brief into a tailored proposal

Bring the request for proposal, discovery notes, and relevant past proposals into the project. Vesence maps the requirements, drafts the approach and deliverables, and builds a workplan from your team's assumptions. Review the scope, staffing, and fee workbook together before preparing the submission email.

An Arden Retail proposal with three workstreams and tracked workshop changes beside the client's email brief
Cost diagnostics

Turn client data and interviews into a clear cost baseline

Start with the client's spend files, organization information, and interview notes. Vesence organizes the data in Excel, compares costs by category, and brings the findings into a first diagnostic presentation. Keep the evidence and data gaps alongside the analysis so the team can test potential savings before making recommendations.

A Boreal Foods cost baseline with category bars and evidence gaps beside the engagement's source files
Check

Check the deliverable before it reaches the client

Review wording, terminology, numbering, and cross-references in proposals and reports. Resolve suggested fixes as part of your team's quality review.

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Applications

Keep the analysis beside the presentation

Work across Excel, PowerPoint, Word, and Outlook in the same desktop. Bring client inputs, team notes, and working files into a single instruction.

Tracked changes

Make feedback easy to review

Apply requested edits to proposals and reports as tracked changes. Compare versions and review what changed before sharing the next draft with the client.

DOCXSPA_Draft_v4.docx12 changes
The Purchase Price shall be adjusted by reference to the Working CapitalNet Working Capital as of the Closing Date.
Steering committee updates

Build the next steering pack from the team's latest work

Use the workstream updates, project plan, and risk and action logs to prepare the meeting pack. Vesence updates the status presentation, draws out milestones and decisions needed, and drafts the accompanying client email. Your engagement lead reviews the story, owners, and dates before circulation.

A Crestbridge steering presentation showing milestones and a resource decision beside the team's workstream updates

The same desktop behind every task

The whole engagement. One working context.

Keep the client brief, evidence, analysis, and deliverables together as the engagement develops. Direct agents across the work without having to explain the project again for every file.

Explore Vesence Desktop

Keep the client inputs organized

Bring interviews, supplied research, data files, and working drafts into a shared engagement project.

Use your firm's methods

Start with your proposal structure, analysis templates, and quality-review instructions.

Move from analysis to delivery

Share the working context with colleagues and carry reviewed findings into the report, presentation, and client update.

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Bring the next client deliverable into focus.

See Vesence Desktop in action.