> Template · IT consulting. Workflow, example and practical criteria.

Source: https://hice.ai/en/blog/excel-and-csv-template-business-management-software-for-it-consulting-firms
# Excel and CSV template: business management software for IT consulting firms

- Steps and checks
- Define the outcome and records
- A pilot on the complete workflow
- Rules, exceptions and work cost
- Apply the workflow in HICE
- Choose the next step

The downloadable template is a starting point for organizing records and agreeing team rules. Example rows are simulated; define required fields and client or project relationships before entering real data.

## Steps and checks

| Record | Context | Project | Client | Hours | Hourly rate | Hourly cost | Owner | Status |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| DEMO-01 | IT consulting | PROJECT-01 | CLIENT-01 | 40 | 100 | 60 | OWNER-01 | draft |
| DEMO-02 | IT consulting | PROJECT-02 | CLIENT-02 | 40 | 100 | 60 | OWNER-02 | review |

Import the CSV into Excel or LibreOffice using UTF-8 and a comma separator. Check number types, ISO dates and identifiers. Adapt this working sheet and verify field mapping before importing it into software.

## Define the outcome and records

For this topic the control starts with sales-to-project handoff, staffing, time and financial control.

Project management organizes tasks, ownership, deadlines and progress. A PSA also connects clients, resources, hours and financial values. Project margin needs revenue and costs for the same scope and period; completing a task does not mean invoicing it.

Define client, tasks and budget; link people and hours to the project. Hypothetical T&M example: 40 approved hours × rate 100 = 4,000; direct cost 40 × 60 = 2,400. Direct margin is 1,600 before expenses and other costs.

## A pilot on the complete workflow

Turn a won opportunity into a project, assign people and record the first timesheet. The decisive test is how often you must recreate the client, rate and owner along the way.

Before the demo, write three required outcomes and one acceptable tradeoff. Value recovered time only after measuring on the same basis. Have the actual owner complete a cycle and retain errors, corrections and final output. If the pilot stops halfway, identify the missing module, integration or step in the quotation.

## Rules, exceptions and work cost

Define who enters, corrects and approves records. Test an incomplete record, a duplicate and a change after closure. The decision changes when records can be exported with relationships rather than manually reconstructed. Count licenses, onboarding, team time and integration maintenance separately.

## Apply the workflow in HICE

For this topic the control starts with sales-to-project handoff, staffing, time and financial control.

## Choose the next step

Open the related solution, review pricing for your market and test the case on your records. Keep the template as a workflow reference and use the country ranking to explore other category options.

IT consulting · Reference rate · ATS / CRM / PSA

## Continue with another format

- Alternatives to Kantata: business management software for IT consulting firms
- HICE vs Kantata: business management software for IT consulting firms
- How much does it cost: business management software for IT consulting firms
- Migrate records and workflows: business management software for IT consulting firms
- How to manage: business management software for IT consulting firms
- Time and cost calculator: business management software for IT consulting firms
- Connect records and an AI assistant: business management software for IT consulting firms
- How to choose: business management software for IT consulting firms
- Problems to fix: business management software for IT consulting firms
- Meaning and how it works: business management software for IT consulting firms
- Demonstration case: business management software for IT consulting firms
- Simulated benchmark: business management software for IT consulting firms
- Affordable all-in-one software: business management software for IT consulting firms