SilkFlo for consultanciesBuild the business case in the workshop, not after it

Consultancies use SilkFlo in their own delivery: run discovery with the client, show a costed business case before the session ends, and report what the engagement returned after go-live. Benefits realisation becomes part of your service, and every engagement adds evidence to your next pitch.

A 30-minute call. No volume commitments.

Client portfolios
All engagements · year to date
76% realised
Client
LiveForecastRealisedStatus
Insurer · claims4£1.45M£1.16MOn track
Council · digital3£620k£540kOn track
Bank · operations2£410k£190kAt risk
Law firm · GenAI0£280k–Discovery

Simplified SilkFlo screen with illustrative data.

In their words

From a consulting delivery lead

“With SilkFlo, we can see our innovation projects clearly in one pipeline, making prioritization and delivery faster than ever. It’s a truly dedicated tool we wish we had earlier.”
Matt AllenMatt AllenAutomation Director, Consulting
Consulting partner

What is the role of a consulting partner in a company’s automation journey?

A consulting partner helps a company find the right automation and AI opportunities, build the business case, deliver the solution and prove the return. The best stay accountable after go-live: they agree at the start how benefits will be measured, then report actual results against the forecast. That last step is where most engagements fall short.

Differentiate

Win the mandate by showing value, not just describing it

Run discovery with the client and show a costed business case before the session ends. You stand out from firms that promise a report later, and the client sees their own initiatives, numbers and payback on screen.

  • A live business case in the workshop
  • Ready-made models for Copilot, RPA and agentic AI
  • Your client sees their own numbers, not a template
Business case · Forecast
Copilot meeting notes & actions
One-off investment£8,000
Running cost per year£44,784
Labour savings per year (3,000 hrs)£90,000
Net annual benefit£45,216
ROI (3-year)89.7%
Payback2 months
Year 1 ROI70.5%
Beyond cash
Employee experience (eNPS)+5 ptsforecast for year 1
Decide

Let the client decide in the room

Value against effort on one screen turns a long debate into a decision. The client sees which initiatives are quick wins, approves or rejects on the spot, and leaves with a prioritised plan instead of a follow-up deck.

  • Value against effort matrix for the whole portfolio
  • Approve or reject on screen
  • A shared view that replaces the end-of-project deck
Decision
Which initiatives should we fund?
HighLow HardEasy to deliver Quick wins Copilot meeting notes ROI 89.7% · payback 2 mo
Potential value£3.58M
Avg ROI103.7%
Approved ✓
Scale

Run every client from one place

Each client gets a separate workspace, so you manage every engagement and portfolio from one login. Your team follows the same structure every time, which makes new engagements faster to start and easier to hand over.

  • A separate workspace per client
  • The same structure on every engagement
  • ISO 27001:2022 and Cyber Essentials, GDPR compliant
Client workspacesOne per engagement
I
Insurer · claims4 initiatives
£3.58M
R
Retailer · finance6 initiatives
£1.9M
C
Council · adult services3 initiatives
£860k
Do more with less

Spend less time on the admin around each engagement

Idea intake, first-draft business cases and benefit tracking are handled by the platform. Your people spend their time on the advice clients pay for, not on rebuilding spreadsheets and chasing updates.

  • First-draft cases from ready-made models
  • Results flow in by API, not by email
  • More engagements per consultant
Idea intakeAutomated
First-draft business caseMinutes
Benefit reportingAutomatic
Prove it

Answer the question every client asks: how did we benefit?

After go-live, every initiative you delivered is tracked against its original case. You show the client what it returned, honestly, including the dip while benefits ramp up. That evidence wins the renewal and the next pitch.

  • Forecast against actual for every initiative
  • A board-ready story of what the work returned
  • Proof for your next proposal
Business case · Actuals
Synced from Microsoft Copilot
Positive from month 3
£20k£0-£10kM0M1M2M3M4ForecastInvestment and ramp-up£24.0k to date
Net benefit to date£24,000
ROI to date300%
PaybackMonth 3
Beyond cash
Employee experience (eNPS)+4 ptsvs +5 forecast

Simplified SilkFlo screens with demo workspace data.

What you run for clients

One platform from discovery to proven return

Discover

Opportunity discovery

Collect, score and rank the client’s ideas.

See how
Decide

Business case builder

Cost and compare cases live in the workshop.

See how
Realise

Benefits realisation

Show what the engagement returned after go-live.

See how
FAQ

Questions practice leads ask

How do consultancies use SilkFlo in a client discovery workshop?

Ready-made models prefill typical costs and benefits for rollouts such as Microsoft Copilot, RPA, agentic AI and document processing. A delivery lead opens the business case builder in the workshop and presents a live financial model before the session ends.

How does SilkFlo help consultancies prove impact after an engagement?

SilkFlo tracks the actual financial results of deployed AI and automation initiatives against the original business case, with actuals pushed in from the client’s own systems. The firm gets a documented record of what the engagement delivered, which becomes the evidence for the renewal and the next pitch.

Do we need a reseller agreement?

No. Start with one live client engagement. There are no volume commitments and nothing to sign before you see whether it works for your practice.

How is SilkFlo different from vendor dashboards like UiPath Insights or the Microsoft Copilot Dashboard?

Vendor dashboards report adoption and active users of their own product. SilkFlo is vendor-neutral and compares actual P&L impact with the business case the client approved, across every tool. For a consulting firm, that independence is a differentiator in the client conversation.

Is SilkFlo approved for use in regulated industries?

Yes. SilkFlo is ISO 27001:2022 certified, GDPR-compliant and holds UK Cyber Essentials. Security documentation is at silkflo.eu.trust.site, so SilkFlo can go into proposals to financial services, insurance and legal clients without an extended security review.

How does SilkFlo help a consultancy stand out?

Most firms show value in a deck after the workshop. With SilkFlo you show a costed business case on screen during the session, then report forecast against actual after go-live. You answer the client’s question, “how did we benefit?”, with evidence.

Can we manage several clients in SilkFlo?

Yes. Each client has a separate workspace, so every engagement and portfolio is managed from one place and stays separate from the others.

Does SilkFlo reduce the effort of delivery?

It removes admin. Ideas arrive structured, first-draft business cases come from ready-made models and results flow in by API, so your people spend more time on advice and less on spreadsheets and chasing updates.

Start with one engagement

Book a 30-minute call. Bring one live client situation where the AI ROI conversation is active: a workshop coming up, a business case that needs to be board-ready, or a programme where the client is asking what it returned.

No volume commitments. No reseller agreement to sign first.