Your customers
- MSME manufacturers
- Family businesses and second generation owners
- Traders and distributors
- Industry associations and clusters (government programmes)
- Startups
Professional and business services · Services
MatruOS for a management consultant
Set up the way a management consultant runs: fixed-fee projects in milestones; monthly retainers; training workshops per day; project reports and scheme applications; occasional success fee on subsidies. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.
Ready when you sign up
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What this solves
What a management consultant deals with today, and what MatruOS sets up for it
Today
Fixed-fee projects overrun because extra requests are never priced. Hours are not logged and engagements look profitable when they are not.
In MatruOS
MatruOS sets up 6 routines, 1 workflow, 3 registers and 5 licences for a management consultant, with an AI team that reads your own records and prepares the work.
What changes
The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Where you sit
MatruOS starts from how your business earns
Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.
- MSME owner
- consultant
- (certification body, bank, scheme office)
- improved business
Your suppliers
- Associate consultants
- Certification bodies
- Trainers
- Travel and hotels
Credit and cash
30-40% advance, balance on milestones; retainers monthly in advance (often paid late); government programmes pay 60-120 days after claim
Lumpy milestone receipts; consultant salaries monthly; travel paid upfront
Your screens use your words
CustomerClientOrderEngagementItemDeliverableproductServiceSupplierAssociate
How it works
How MatruOS is set up for a management consultant
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "Management consultant", typed when you sign up.
- Recognised as a management consultantRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
- Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
- Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.
Your AI team
What the AI team does for a management consultant
Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Totals hours by engagement against budget, flags out-of-scope requests noted in timesheets, and drafts a change note for the principal
Asks you before sending
Lists proposals past their follow-up date and drafts a short follow-up for each, citing the prospect's stated need
Asks you before sending
Drafts each client's monthly one-page progress note and the milestone or retainer invoice, and lists overdue invoices
Asks you before sending
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How you run
Your routines, already on a timetable
Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.
Every day
7:00 pmLog the day's hours by engagement
- 1Enter hours and work done against each engagement
- 2Note anything the client asked for outside the agreed scope
Every week
Tue, Thu 9:30 amClient site day
- 1Run the planned workshop or floor walk and agree actions with owners
- 2Photograph before and after where improvement is visible
Mon 10:00 amProposal and pipeline review
- 1Review proposals older than 10 days and plan follow-ups
- 2Check consultant load for the next four weeks
Every month
26thMonthly progress report and milestone invoice
- 1Send each client a one-page progress report with results against targets
- 2Invoice milestones reached and retainers for next month
Every year
Feb, MarOwners' annual planning and budget workshops
- 1Run budget and target-setting workshops for retainer clients
Workflows
Each stage goes to the person who handles it
Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.
Proposal to engagement closure
- 1Discovery meeting
- 2Proposal with scope and milestones sent
- 3Client signs and pays advanceNeeds approval
- 4Work and monthly reviews
- 5Milestone signed off by clientNeeds approval
- 6Final report and closure
Registers and SOPs
Your registers and standards
Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.
Engagements
Timesheet
Proposals
Scope and change control
Fixed fees stay profitable
ISO and ZED certification readiness
Pass the audit first time and claim the subsidy
Items and licences
Your first bill is right, and no licence lapses
Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.
| Item | HSN | GST |
|---|---|---|
| Business diagnostic study | 998311 | 18% |
| Monthly improvement retainer | 998311 | 18% |
| ISO 9001 implementation | 998311 | 18% |
| ZED certification handholding | 998311 | 18% |
| Lean and 5S shop-floor project | 998311 | 18% |
| Costing and pricing study | 998311 | 18% |
| HR policy and SOP manual | 998311 | 18% |
| Project report for bank loan or subsidy | 998311 | 18% |
| Training workshop | 999293 | 18% |
| Family business and succession advisory | 998311 | 18% |
- GST registration
- PAN
- Professional tax registrationIf it applies
- Shops and Establishments registrationIf it applies
- Udyam (MSME) registrationIf it applies
Your people
The people who run it, each with their own login
Each person sees the screens and reminders for the work they do.
Principal consultantSells and scopes engagements, leads steering meetings with owners, signs off deliverables.
ConsultantRuns workshops and site work, collects data, writes reports.
Office coordinatorTimesheets, invoices, travel, proposal follow-ups.
Not covered yet
- Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
- Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.
Questions people ask
How long does it take to set up MatruOS for a management consultant?
Type one line about your business when you sign up, for example "Management consultant". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.
Do I have to type all of this in?
No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.
Can I change the routines and workflows?
Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.
What does the AI team do without asking me?
It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.
Professional and business services
Other services in professional and business services
Run a management consultant on one system Set up for your trade when you sign up.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes