Resource Matching

    Consultancy resource management software

    Staff projects with the right people, instantly. Match required roles to available consultants by skill, seniority and availability, without spreadsheet gymnastics.

    ConsultCloud resource matching screen

    Overview

    Every SoW in ConsultCloud is linked to its required roles. The platform suggests the best matched consultants from your bench, surfaces conflicts before they happen and protects your utilisation targets.

    • Skill-aware matching

      Search across the skills your firm actually delivers.

    • Availability first

      Never commit to a consultant who's already booked.

    • Utilisation insight

      See the impact of every allocation on team load.

    The context

    Why resource management software

    Committing named consultants before checking their availability is one of the most common ways a consulting project starts badly. In most firms the bench lives in a spreadsheet that is out of date by the time anyone reads it. ConsultCloud links every SoW to its required roles and matches those roles to the people you actually have, by skill, seniority, rate and availability, before you commit.

    The workflow

    How it works

    1. Define the roles

      Every proposal and SoW carries the roles it needs.

    2. Get matched consultants

      ConsultCloud suggests the best-matched people from your bench using their skills, seniority, rate and availability.

    3. See conflicts early

      Clashes with existing bookings surface before you promise a name to a client.

    4. Allocate and check the load

      See how each allocation affects team utilisation.

    5. Carry it into the SoW

      Allocated roles, days and rates flow into the Statement of Work's Team & Resourcing and commercials sections.

    The details

    What's included

    Skills repository

    Record the skills your firm actually delivers and search across them.

    Resource profiles

    Each consultant's skills, seniority and rate in one place.

    Availability first

    Avoid committing someone who is already booked.

    Utilisation insight

    Understand the impact of every allocation on team load.

    Reporting

    Pipeline, utilisation and margin visibility across the firm.

    Connected to commercials

    Staffing and pricing come from the same data.

    Common questions

    What is consultancy resource management software?
    Software that tracks who is available, what they can do and what they cost, and uses that to staff projects. ConsultCloud does this inside the same workflow that produces your proposals and SoWs.
    How does matching work?
    Each role on a project is compared against your consultants' skills, seniority, rate and availability, and the best matches are suggested.
    Can we use our own skills list?
    Yes. The skills repository holds the skills your firm delivers, and matching searches across them.
    How does resourcing connect to the SoW?
    The roles, days and rates you allocate appear in the SoW automatically, so the document and the staffing plan always agree.
    Do we still need our resourcing spreadsheet?
    ConsultCloud keeps each consultant's skills, seniority, rate and availability on their resource profile, so matching runs from one current source rather than a spreadsheet copied between people.
    Can we see utilisation across the firm?
    Yes. Reporting gives pipeline, utilisation and margin visibility across the firm, and each allocation shows its effect on team load before you confirm it.
    How do consultant rates feed into pricing?
    Each consultant's rate sits on their resource profile. When a role is matched, the rate travels with it into the proposal and Statement of Work commercials.
    Can I try it first?
    Yes. The free trial lasts 7 days or 3 completed workflows, whichever comes first. A workflow counts when its SoW is signed.
    Get started

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