Management
Tracks the order book, workload and margins to make informed decisions.
R-Node · Consulting & advisory
Your engagements, your clients.
Your margins in view.
Grow your business, meet commitments and protect your margins. R-Node connects client relationships, engagements and firm management.
From client needs to deliverables and invoicing, each engagement keeps one shared record.
Illustrative scenarioIn your daily work
A real-world situation, step by step.
A prospect needs support. See how their request becomes a proposal, a scoped engagement, approved deliverables and tracked margins.
Hover over a step or select it to see what changes.
Step 01 / 04
Keep track of opportunities
Your public space presents expertise and references. Enquiries enter the prospect record, bringing CRM, discussions, next actions and proposal status together.
The shared record
- Need
- Supporting an SME
- Proposal
- Methodology and quotation to prepare
- Follow-up
- Next reminder identified
Élina prepares
Helps prepare quotations, methodologies and tender responses using your references.
You make the decision: your experts refine the response and approve scope, price and commitments.
Step 02 / 04
Clear scope, visible deadlines
Once the client agrees, objectives, scope, deliverables, milestones and a lead are recorded. Schedules, availability and planned consultant time help adjust assignments.
The shared record
- Engagement
- Lead and milestones defined
- Workload
- Planned time and availability
- Variances
- Additional requests and delays
Élina prepares
Helps spot schedule variances and issues to review before decisions.
You make the decision: you adjust resources, scope and deadlines with the people involved.
Step 03 / 04
Keep clients informed, share deliverables
Documents, discussions, meetings and approvals come together in a client portal with role-based access. Approved methods, templates and lessons learned build a controlled internal knowledge base.
The shared record
- Client portal
- Documents, meetings and approvals
- Deliverable
- Working draft to review
- Know-how
- Approved templates and methods
Élina prepares
Drafts meeting notes, summaries and initial deliverables from the engagement record.
You make the decision: your experts check sources and approve each deliverable before sharing it with the client.
Step 04 / 04
Profitability for every engagement
The cost of time spent, expenses and subcontracting is compared with budget and revenue. Quotations, instalments, invoices and payments stay linked to the engagement.
The shared record
- Profitability
- Time and costs against budget
- Collections
- Due dates and balances
- Management
- Orders, workload and margins
Élina prepares
Drafts reminders and a summary of margin variances to review.
You make the decision: you check the figures, approve reminders and set the firm’s priorities.
An example to adapt to your tools, data and working rules. Screens and situations are illustrative.
Your activity, your way of working
What if we started with your situation?
Describe your needs. Élina helps you prepare a digital solution tailored to you.
Adapt this case to my business with ÉlinaTell Élina about your firm, a pilot engagement and the workflows you want to improve.
Shared information
Everyone finds what they need.
Sales & administration
Follows opportunities, proposals, due dates, invoices and payments.
Consultants
Access objectives, schedules, documents and methods; prepare and approve deliverables.
Clients
Access their engagement’s steps, meetings, decisions and documents according to their permissions.
Shared information
Your methods. One pilot engagement to move forward.
Strategy, organisation, HR, quality-safety-environment or corporate responsibility consulting; business and project advisory. We adapt the scope to your methods, define access and integrations, and support onboarding around your priority uses.
R-Node × Élina
What this makes possible
More continuity. Less re-entry.
Continuous information
Client needs stay linked to deliverables and invoicing.
A clearer service
Clients can find the steps, decisions and documents for their engagement.
Managed growth
Engagements, margins and resources inform your decisions.
We define the scope, connections and automation with you. Your teams approve proposals, documents and decisions.