CONSULTANT OPERATIONS

Multi-Client ERP Tooling for Consultants

Multi-client tooling should separate client data, preserve access boundaries, show implementation status, and make recurring support tasks easier to track.

Controls first

Consultants need client switching, scoped roles, audit trails, and secure collaboration so access does not become an informal spreadsheet.

Visibility for delivery

Implementation status, pending imports, unresolved exceptions, and training progress help partners manage many customers without losing quality.