PSA Software for Consulting & Professional Service Firms

Troi combines project management, controlling, and resource planning in a central platform, designed especially for consulting firms, professional service teams, and organizational experts who aim to manage projects with clarity, keep budgets transparent, and optimise processes.

80% Budget clarity at a glance
60% less manual work
40% more planning accuracy

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Troi resource planning view showing Team Digital capacity, daily utilization percentages, and a workload forecast of 78 percent.

For Integrated Planning, Controlling, and Economic Transparency in Consulting Projects

With Troi, consulting and advisory companies receive a solution that seamlessly connects operational workflows, resource management, and financial processes. From proposal creation to project execution and billing: Troi ensures clarity, efficiency, and real-time transparency in every phase of the project.

Troi PSA project calculation view showing service items like planning, consulting, design and concept, meetings, workshops, and junior art director hours with timeline based resource assignment

From complexity to clarity

Let’s Talk About Your Goals

Every business works differently and that’s exactly why Troi adapts to you. Tell us about your needs and we’ll show how PSA can support your projects, resources and finances.

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Why Troi is Ideal for Consulting Firms

Troi combines strategic planning, team organisation, and financial control in one platform. Automated workflows, flexible dashboards, and interfaces to CRM or accounting systems simplify the entire consulting process. These functions support you in:

Project and task planning with Gantt views, calendars, and forecasts
Resource management with utilisation and capacity overview
Proposal, budget, and invoice processes directly within the project
Real-time controlling with forecasts, reports, and margin analyses

Troi PSA project timeline showing task assignments, team members, and planned working hours across the project schedule

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Which Firms Troi was Developed for in Consulting & Professional Services

Troi supports all organisations that combine knowledge, analysis, and execution in projects. Whether consulting firm, coaching provider, or agency — Troi maps your structures and workflows seamlessly.

Consulting companies
IT consulting & digital agencies
Tax and legal consultancies with project orientation
Organisational & process consulting firms
Coaching & training providers
Change-management consultancies
Agencies for sustainability or ESG consulting

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Stay Ahead with Troi Updates

Be the first to hear about new features, product improvements and upcoming webinars. Our newsletter keeps you informed about everything that helps you work smarter with your PSA platform.

Typical Use Cases of Troi in Consulting and Professional Service Firms

Whether advisory mandate, retainer, or training series, Troi consolidates planning, resources and billing in one system and creates transparency over progress and economic efficiency in every phase.

Consulting Project Management

Plan mandates, tasks and milestones centrally with Gantt views, task management and team calendars. Perfect for consulting and organisational projects.

Controlling for Consulting & Service Projects

Capture budgets, fees, and external services in real time. Troi delivers reports on progress, utilisation and margins, ideal for partners, team leads and controllers.

Document Capture for Consulting & Service Firms

Proposals, contracts, invoices and expense receipts are automatically assigned to projects. All commercial data remains traceable and audit-proof.

Resource planning across teams & projects

Manage staff, disciplines, and equipment efficiently. Troi identifies bottlenecks early and helps you allocate capacities optimally, in the office and on site.

Automated Workflows & Interfaces

Troi integrates all relevant processes in one system: From planning through controlling to billing. Custom interfaces to existing systems are available where required.

Approvals & Team Transparency

Manage permissions, approvals and roles centrally. Maintain control over budgets, approvals and confidential project data in all consulting phases.

How Troi Supports Consulting & Professional Service Firms

Organize

One unified platform for projects, budgets and resources
Clear responsibilities through role and rights management
Transparent data basis – all departments work with the same figures
Project planning and resource control in real-time

Optimize

Reduced administration effort through integrated processes
Faster decision-making thanks to real-time reporting
Fewer media breaks through interfaces to accounting & CRM
Measurably shorter planning and production times

Scale

Scalable structure for multiple teams, locations or brands
Detailed cost and performance overview for strategic growth
Better utilisation through resource forecasts
Informed basis for investment and corporate planning

Troi PSA for Consulting & Professional Services – FAQs

Is Troi suitable for different consulting project models?

Yes. Troi supports fixed-price projects, time-based work, retainers, and ongoing advisory contracts.

How does Troi handle billing and fees in consulting?

Budgets, hourly rates, and fee models can be mapped directly in the project. Billing is generated based on recorded work and agreed project structures.

Can Troi support cross-team collaboration?

Yes. Project roles, responsibilities, and access rights can be defined clearly, making cooperation across teams or locations simple and transparent.

Does Troi handle external partners or freelancers?

Yes. External contributors can be included with their own access rules, cost structures, and approval workflows.

How does Troi support project controlling for consulting firms?

Troi connects budgets, planned effort, recorded time, and progress in real time — making profitability and performance visible at every stage.

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Our Features for Complete Project Control

The Troi PSA platform connects all key functions you need for smooth project management, from time tracking and task planning to controlling and reporting. Each module builds on the same data foundation, ensuring that every figure, approval, and report reflects your real project performance.

Resource Planning

Troi team resource view showing available time of 85 hours and workload percentages for digital team members

Go To Resource Planning

Time Tracking

Go To Time Tracking

Task Management

Project timeline showing task bars for concept work, landing page design and user testing with allocated hours across calendar weeks

Go To Task Management

Reporting & Controlling

Weekly time tracking chart showing daily working hours and project time with a tooltip displaying 8 hours working time and 4 hours project time

Go To Reporting & Controlling

Digital Document Capture

Invoice approval panel showing invoice numbers, totals, and a Send for Approval action with selected approver.

Go To Digital Document Capture

Budgeting & Estimation

Service list with quantities and an AI estimate tooltip adding two point five hours to planned effort

Go To Budgeting & Estimation

Trusted by Leading Consultancies, Agencies and Creative Businesses

“In our business, smooth coordination is key. Troi has helped us digitalize and optimize our workflows, ensuring seamless project management — from the initial project brief to the final delivery of our productions.”

Ralf Vockel, Vogelsänger Studios

“With Troi, we were not only able to redefine our project controlling to capture key metrics more efficiently — we also significantly increased the speed at which projects are processed through a standardized project and approval workflow.”

Rainer Chabrie, BBDO

“What’s great is that we were able to fully tailor Troi to our specific needs. With Troi, we’ve developed and established standards that support us in our daily work — allowing us to focus entirely on what really matters: our core business.”

Stefan Mauerer, Martin et Karczinski

Go To Our Case Studies