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Pipeline to profit. One system. Live data.

Pulsity converts your pipeline, capacity, and delivery data into answers. Which work to pursue. Whether you can deliver it. Whether you are delivering it profitably. Not at month-end. Now.

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Firm Overview

Slide 1 of 3: Firm Overview

ACTIVE TEAM
24

Team members

ACTIVE CLIENTS
8

Client accounts

ENGAGEMENTS
12

Active projects

UTILISATION
87

This week

Built and hosted in Australia
AES-256 encryption at rest
Designed for 20 to 150 person firms
Operational within 4 weeks

THE PROBLEM

Your firm runs on disconnected tools.

Pipeline in one system. People in another. Financials in a third. By the time anyone sees the full picture, it's month-end and the decisions have already been made.

PIPELINE

Growth decisions made blind

Sales pursues work without seeing delivery constraints. You win the engagement, then discover your team is already at capacity for the next two months. By the time you find out, the commitment is already made.

DELIVERY

Margin erosion found too late

The engagement started at 35% margin. By month-end, it is 18%. Nobody saw the variance building because forecast and actuals live in different spreadsheets. The data existed. It arrived three weeks too late to act on.

CAPACITY

Resourcing by gut feel

Who is available next month? In most firms, nobody knows for certain. Spreadsheet capacity plans go stale the moment someone gets pulled onto another project. Decisions get made on memory and instinct, not data.

It doesn't have to work this way.

These are not edge cases. They are the default operating conditions for most consulting firms running on disconnected tools.

77

of businesses overcommit their resources due to poor capacity planning

Planview — Professional Services Capacity Planning

67

of consulting firms identify margin problems at or after month-end, when it is too late to act

Deltek Clarity Consulting Industry Report

20

of professional services firms have a reliable resource forecasting process in place

Harvest — 2025 Professional Services Trends Report

Not ready to talk yet? See how it works in three minutes.

What does better decision-making actually return?

The average consulting firm runs at 72% utilisation. Firms with real-time capacity intelligence reach 80%. Here is what that 8-point gap means for your firm.

Annual revenue opportunity

$1,104,000

Based on 230 billable days × 8-point utilisation improvement

Source: SPI Research Professional Services Maturity Benchmark — median utilisation 72%, top-quartile firms 80%+. Pulsity is not a utilisation tracking tool. It is a decision layer that surfaces the capacity, pipeline, and financial signals needed to close the gap.

THE PLATFORM

One system. Every decision, covered.

From the moment an opportunity is identified to the moment the invoice is paid, Pulsity provides the operational intelligence to make the right call at every stage. Not five disconnected modules. One continuous view of your firm, from pursuit to profit.

Stage 1: Pipeline

Identify & Qualify

Identify, qualify, and assess opportunities with Go/No-Go decision support. Six configurable signals. Full audit trail.

Stage 2: Proposals

Shape the Work

Build a WBS with dependencies and critical path. Plan resources by role or by name. Know your margin before you submit.

Stage 3: Planning

Allocate People

Allocate people to deliverables. Set distribution patterns. Detect conflicts automatically.

Stage 4: Delivery

Track Actuals

Track actuals against forecast. Monitor health across five dimensions. Surface variance before it becomes a problem.

Stage 5: Reporting

Analyse & Forecast

Revenue forecasting. Margin analysis. Utilisation trends. Client health scoring. Seven executive drill-downs.

PIPELINE

Know what's coming. Decide what's worth pursuing.

Every opportunity enters the pipeline with structured data. Six signals assess whether you should pursue it, considering your team's existing commitments and capacity constraints.

Capacity Demand Forecast

Next 12 weeks
Active ProjectsPipeline (Weighted)LeaveCapacity Limit

See where proposals, active projects, and leave collide. Spot the pressure points weeks before they arrive. Decide whether to pursue knowing the real cost to your team.

PURSUIT DECISIONS

Make the pursuit decision with confidence.

The EEV model quantifies the expected return of every opportunity against your firm's real constraints. Every decision documented. Every signal recorded.

Every pursuit costs you. Proposal writing. Team diversion. Opportunity cost. The Expected Engagement Value model helps you weigh the upside against the investment, in the context of your team's existing commitments.

Expected Engagement Value

Result

Expected Engagement Value

$54,800

Signal summary

3 of 6 green

Capability Match

Margin supports specialist delivery

Status: Go

Capacity Fit

Requires team data

Status: Review

Expected Value

EEV of $54,800 exceeds $25K threshold

Status: Go

Margin Risk

35% target margin supports delivery

Status: Go

Proposal Cost

Pursuit cost is 8.7% — exceeds 6% threshold

Status: No-Go

Client Concentration

Requires portfolio data

Status: Review

Every decision is documented. When you click Go or No-Go, Pulsity records a snapshot of all six signals, the EEV, and who approved it. Over time, this becomes your firm's calibration dataset — a switching cost no competitor can replicate.

Decision Record

Every decision. Documented.

Every Go/No-Go call is recorded with a full signal snapshot. Over time, this becomes a calibration dataset — showing which signal patterns predict profitable engagements and which precede margin erosion.

Last 30 days

Prediction accuracy: 67%

Cloud Migration Ph3Won — 38% margin
Date
12 Feb
EEV
$54,800
Signals
5/6
Decision
Go
Digital StrategyWon — 31% margin
Date
28 Jan
EEV
$22,100
Signals
3/6
Decision
Go
ERP AdvisoryAvoided
Date
15 Jan
EEV
-$4,200
Signals
1/6
Decision
No-Go
Data Platform RFPWon — 22% margin
Date
3 Jan
EEV
$8,900
Signals
2/6
Decision
Go

Sample data. Your firm builds its own dataset from day one.

CAPACITY

See your team's reality before you commit.

A 12-week rolling forecast of every person's allocation, updated in real time. Colour-coded so you can spot problems at a glance. No spreadsheet can do this.

Team Capacity Forecast12-week view
Jane Smith
Director
66%avg
Mar 395%
Mar 1060%
Mar 1785%
Mar 24110%
Mar 3190%
Apr 780%
Apr 1470%
Apr 2165%
Apr 2850%
May 545%
May 1240%
May 190%
Mark Chen
Director
83%avg
Mar 388%
Mar 1092%
Mar 1785%
Mar 2490%
Mar 31105%
Apr 795%
Apr 1488%
Apr 2182%
Apr 2875%
May 570%
May 1265%
May 1955%
Sarah Lee
Sr Manager
89%avg
Mar 3100%
Mar 1095%
Mar 17100%
Mar 2490%
Mar 3185%
Apr 795%
Apr 14100%
Apr 2190%
Apr 2885%
May 580%
May 1275%
May 1970%
Tom Richards
Manager
71%avg
Mar 385%
Mar 1090%
Mar 17115%
Mar 2480%
Mar 3185%
Apr 775%
Apr 1470%
Apr 2165%
Apr 2855%
May 550%
May 1245%
May 1940%
Anna Patel
Sr Consultant
89%avg
Mar 3100%
Mar 10100%
Mar 1795%
Mar 24100%
Mar 31108%
Apr 795%
Apr 1490%
Apr 2185%
Apr 2880%
May 575%
May 1270%
May 1965%
James Wong
Consultant
80%avg
Mar 390%
Mar 1095%
Mar 1785%
Mar 2490%
Mar 3195%
Apr 788%
Apr 1482%
Apr 2178%
Apr 2872%
May 568%
May 1262%
May 1955%
Over 100% (Over-allocated)
80-100% (Optimal)
60-79% (Available)
Under 60%
  • 12-week rolling capacity forecast
  • Automatic leave integration
  • Level and role filtering
  • Over-allocation conflict detection
  • Distribution patterns (flat, front-loaded, back-loaded)
  • Proposal demand overlay (probability-weighted)
  • Personal forecast view for every team member
  • Allocation acknowledgment workflow
  • Export to Excel
Project Timeline12-week schedule
Active Projects

Digital Strategy Ph2

Merrivale Health

$185K

Cloud Migration

Wattlebank Mutual

$320K

Operating Model

Kalinda Shire Council

$95K
Scheduled Projects

Data Platform

Boorala Resources

$210K

Risk Framework

Fairmile Super

$145K
Pipeline

Org Transformation

Ashgrove Freight

$280K

PMO Setup

Trelawney Constructions

$120K

Every active engagement, scheduled project, and weighted proposal on one timeline. Know where your capacity is going before it gets there.

FINANCIALS

Know your margins before month-end.

Projected revenue, delivered revenue, and margin tracking updated as actuals flow in. Not reconstructed by finance three weeks after the fact.

Projected Full Year Revenue

2.45(40% delivered)
JanAprJulOctDec
Committed

$1.85M

Total allocated for year

Delivered

$980K

Billed YTD

Remaining

$870K

Left to deliver

Pipeline

$600K

Weighted proposals

Projected Revenue = Committed + Pipeline | Remaining = Committed − Delivered

Digital Strategy Ph232%
Forecast
$185K
Actual
$172K
Variance
-7.0%
Cloud Migration38%
Forecast
$320K
Actual
$335K
Variance
+4.7%
Operating Model29%
Forecast
$95K
Actual
$91K
Variance
-4.2%
Data Platform36%
Forecast
$210K
Actual
$218K
Variance
+3.8%

Every engagement. Forecast versus actual. Updated weekly. Spot margin drift on individual projects before it compounds across the portfolio.

Track against your objectives. Not just your budget.

Set annual financial targets and track progress in real time. Revenue, margin, utilisation, and custom goals, all measured against committed work and weighted pipeline.

Annual Revenue TargetOn track

$1.64M of $2.45M

Margin Target (35%)Above target

35.4%

Utilisation Target (80%)4% below target

76%

New Client Revenue (30%)At risk

$441K of $735K

  • Grade-based billing rates with per-engagement overrides
  • Three contract types: Fixed Fee, T&M, T&M with Cap
  • Revenue forecasting: confirmed + pipeline-weighted + at-risk
  • Financial goals with configurable targets and alerts
  • Expense tracking by category (travel, software, subcontractors)
  • Invoice management with payment status

PORTFOLIO HEALTH

Spot problems before they become crises.

Engagement health across five dimensions. Not just a traffic light. Real-time scoring that tells you where to look and what to fix.

Weekly Utilisation

Team capacity across 8-week rolling window

Feb 3
82%
Feb 10
87%
Feb 17
79%
Feb 24
91%
Forecast starts
Mar 3
85%
Mar 10
88%
Mar 17
83%
Mar 24
80%
On Target (≥80%)
Available (60-79%)
At Risk (<60%)
80% Target

Enhanced Health Cards

Engagement health across five weighted dimensions

85

Schedule

×20%

72

Budget

×25%

90

Scope

×20%

68

Resource

×20%

45

Risk

×15%

73

Composite Score

Weighted average across all dimensions

Digital Strategy Ph2-$13K
Forecast
$185K
Actual
$172K
Cloud Migration+$15K
Forecast
$320K
Actual
$335K
Operating Model-$4K
Forecast
$95K
Actual
$91K
Data Platform+$8K
Forecast
$210K
Actual
$218K

Track every engagement against its forecast. Spot variance early, adjust plans before small gaps become big problems.

  • 5-dimension engagement health scoring
  • Composite score with weighted dimensions
  • Automated status alerts at configurable thresholds
  • Weekly utilisation tracking: actual vs forecast
  • Engagement-level forecast vs actual variance
  • Drill-down from portfolio to individual engagement

BEFORE & AFTER

Built for consulting. Not adapted from generic tools.

Most firms run on a stack of tools that were never designed to talk to each other. Pulsity replaces the stitching.

Pipeline

Before

CRM (disconnected from delivery)

With Pulsity

Full lifecycle from opportunity to invoice

Resourcing

Before

Spreadsheets (stale by Thursday)

With Pulsity

12-week forecast with live allocation data

Financials

Before

Month-end reports (too late to act)

With Pulsity

Real-time margin tracking with variance alerts

Project Health

Before

Someone's gut feel (or a traffic light)

With Pulsity

5-dimension composite scoring with audit trail

Forecasting

Before

Manual reconciliation across 4 systems

With Pulsity

Automatic: confirmed + pipeline-weighted + at-risk

Decisions

Before

Gut feel and politics

With Pulsity

6-signal Go/No-Go with documented rationale

Decision Record

Before

No audit trail. Decisions made by memory and consensus, rationale not recorded.

With Pulsity

Every pursuit decision documented with a full signal snapshot and outcome tracking. A calibration dataset that improves over time.

Australian-owned

Built by On Pulse Enterprises in Canberra. Not a US product retrofitted for the Australian market.

Purpose-built for consulting decision-making

Not a project tool with resource features added. Not a CRM with delivery tracking bolted on. Designed from the ground up for the decisions consulting firms make every day.

No per-seat tax

Licensing is by firm, not by head count. Growth in your team does not mean growth in your software bill.

Not a project tool with resource features bolted on.

Not a finance tool with project tracking added.

The full picture. One system. Updated now.

Early Access

We are onboarding our first partners.

  • Priority onboarding with direct access to the founding team
  • Direct input into the product roadmap
  • Founding partner pricing locked in for the life of your account
Become a Pilot Partner

ENTERPRISE

Australian-owned. Australian-hosted. Your rules.

Your platform data stays in Australia. Integrated with your identity provider. Auditable by design. Built by an Australian company for Australian firms.

Data Sovereignty

Azure Australia East. Your platform data stays in Australia.

Encryption

TLS 1.2+ in transit. AES-256 at rest.

Single Sign-On

Microsoft Entra ID (Azure AD) with role mapping.

Access Control

Customisable role levels to suit your organisation. Per-engagement permissions. Full audit log.

Infrastructure

SOC 2 Type II certified (via Azure). Daily automated backups.

Compliance

Australian Privacy Act 1988. Notifiable Data Breaches scheme.

See your firm's decisions in Pulsity.

A 30-minute walkthrough configured for your firm.

We'll load your structure, show you the dashboards that matter, and answer every question. No commitment beyond the call.

Built for consulting firms with 20–150 staff.

Team-based licensing
Built for 20 to 150 staff
No waiting for a quote

Not ready yet? .

Prefer to read first? Download the product brief.

Team-based licensing. Built for firms of 20 to 150 people. We will give you a specific number within 24 hours of your first call.

FAQ

Questions firms ask before they switch.

Most consulting firms run on a combination of a CRM, a project management tool, a spreadsheet for capacity, and accounting software. Each does one job reasonably well. None of them talk to each other in real time, and none of them convert the data they hold into a decision. Pulsity is the connective layer that takes pipeline data, resource allocation, delivery tracking, and financial actuals and surfaces what you actually need to know: which work to pursue, whether you can deliver it, and whether you are delivering it profitably. If your current stack requires someone to manually reconcile data across three systems every week, that is the problem Pulsity solves.

Pulsity is built specifically for consulting firms with 20 to 150 staff. Below that range, most of the complexity Pulsity manages can be handled manually. Above it, firms typically have enterprise tooling and dedicated operations teams. In the 20-to-150 band, firms are large enough for operational complexity to be genuinely painful but not large enough to have dedicated systems to manage it. That is the problem Pulsity exists to solve. If you are in that range, it is likely a fit. If you are smaller or larger, we will tell you honestly in the first conversation.

Pulsity uses team-based licensing rather than per-seat pricing, which means your cost does not increase every time you add someone to a project. We do not publish a pricing grid because the right structure depends on your firm’s size, structure, and the modules you need. What we can tell you is that pricing is designed for professional services firms of 20 to 150 people, not enterprise budgets. The best way to get a clear number is to book a 30-minute walkthrough, after which we will send a proposal within 24 hours.

Yes, and this is one of the more underrated things about the platform. Every Go/No-Go pursuit decision is recorded with a full snapshot of the signals at the time the decision was made: the EEV, the capacity picture, the margin target, and which signals were green or amber. Over time, this gives you something genuinely useful — a record of why your firm pursued the work it pursued, and a dataset you can use to calibrate future pursuit decisions against historical outcomes. You can see which conditions predicted your most profitable engagements and which patterns preceded margin problems. No spreadsheet or disconnected stack produces this, and it cannot be reconstructed after the fact.

Most firms are operational within two to four weeks. The first week involves data setup: connecting your existing tools, importing historical project and financial data, and configuring your team structure and billing rates. The second week involves guided configuration of your pipeline stages, capacity rules, and financial targets. We handle the technical setup. The main thing we need from your side is access to one person who knows your current data and a couple of hours of their time in the first week.

Pulsity is built and hosted in Australia, on Microsoft Azure in the Australia East region. Your data does not leave the country. We use TLS 1.2 or higher for data in transit and AES-256 encryption at rest. Access is controlled through Microsoft Entra ID (formerly Azure AD) with role mapping, so your team only sees what they need to see. We are compliant with the Australian Privacy Act 1988 and the Notifiable Data Breaches scheme. A full security overview is available at pulsity.io/security.

We do not offer a self-serve free trial because the value of Pulsity is most visible when it is running against your firm’s actual pipeline, team structure, and historical data rather than sample data. What we do instead is a 30-minute live walkthrough using a configured environment that mirrors your firm’s profile. You will see exactly what your data would look like in the platform. If it is not the right fit after that call, there is no pressure and no follow-up. We would rather spend the time well than have you evaluate a tool that is not right for you.