Cover image for From Spreadsheets to Sustainable Scale, an SPI Research whitepaper sponsored by CMap

From Spreadsheets to Sustainable Scale

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This SPI whitepaper explains why growing boutique consulting firms eventually reach the point where spreadsheets, instinct and heroic coordination are no longer enough.

Based on data from 373 North American boutique IT and management consulting firms, it explores why operational complexity, not scale, breaks operating models, and why operational maturity should be treated as an economic decision rather than simply a technology choice.

Download the full whitepaper below.

Contact us for any questions: info@spiresearch.com

Description

Growing boutique consulting firms are often built on instinct, spreadsheets and heroic coordination. That model works well in the early stages, until the business becomes too complex for gut feel alone.

SPI’s new research shows that operational complexity arrives earlier than many firms expect. Across the benchmark sample, project managers oversee an average of 5.2 concurrent projects, consultants work across 3.4 projects, and nearly 48% of quarterly revenue is already committed before the quarter begins. At that point, forecasting accuracy, resourcing visibility and margin control become economically critical.

Based on data from 373 North American boutique IT and management consulting firms, this whitepaper explains why complexity, not scale, breaks operating models, and why operational maturity should be treated as an economic decision rather than simply a technology choice.

In this whitepaper, you’ll get a snapshot of:

✅ Why spreadsheets eventually become an operational risk
✅ How to recognize the Spreadsheet Breaking Point
✅ When PSA becomes an economically rational next step
✅ What high-performing boutique consulting firms do differently
✅ How Phase Zero planning prepares firms for successful PSA adoption
✅ A staged approach to building visibility, control and sustainable scale

The full whitepaper goes deeper into SPI’s benchmark findings, including how high-performing firms grow professional services revenue faster, reduce overruns, protect project margins and build the operational discipline required for predictable growth.

To download the full whitepaper see below:

Download the From Spreadsheets to Sustainable Scale Whitepaper here!

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