The Operational Layer Engineering Consultancies Are Missing
Across engineering consultancies, especially those delivering complex, multidisciplinary projects in energy, infrastructure, and the environment, digital transformation is well underway. Most firms already run enterprise software like Oracle, NetSuite, or Microsoft Dynamics to manage finance and operations. They use CRMs like Salesforce or Agresso to track opportunities and client data. These tools are essential but increasingly, they’re not enough.
So what’s missing?
Despite these investments, many consultancies still struggle with key performance issues: disconnected data, inconsistent delivery, limited project visibility, and time-consuming manual processes. In a recent Proteus survey, 90% of firms said they found it difficult to access accurate, real-time project data — even with ERPs and CRMs in place.
That’s because these systems weren’t designed to manage the full sales-to-delivery lifecycle. They handle what happens around the project — but not the project itself.
The Role of the CRM: Customer Management, Not Project Execution
Customer Relationship Management (CRM) systems like Salesforce or sector-specific tools such as Unit4 (Agresso) are excellent for managing contacts, sales pipelines, and customer comms. They’re built to track opportunities, but once a project is won, their job is mostly done. The challenge is that many consultancies attempt to stretch CRMs beyond their remit—relying on custom workarounds or manual exports to kick off delivery processes. This creates friction and fragmentation just when visibility and collaboration are most critical.
The ERP Dilemma: Comprehensive but Clunky
Enterprise Resource Planning (ERP) systems like Oracle, Microsoft Dynamics, or NetSuite are designed to centralise core business functions—finance, procurement, HR. But they’re rarely flexible enough to support fast-paced project delivery in dynamic consultancy environments. Many firms struggle with ERPs that are powerful in theory, but slow to adapt, hard to configure, and difficult for delivery teams to engage with in real time. As a result, data ends up siloed, and key project metrics are buried deep in finance modules or stuck in spreadsheets.
The Case for a Delivery Layer
This is where an operational layer — like Proteus — becomes essential.
This type of software doesn’t replace your ERP or CRM. Instead, it connects and complements them, giving engineering consultancies a centralised platform for:
- Opportunity evaluation and bid/no bid decisions
- Proposal writing and margin-based pricing
- Resource planning and task allocation
- Project tracking, controls, and forecasting
- Reporting across teams, offices, and geographies
In other words, it’s a system designed to manage the actual work your consultancy delivers — from initial proposal to final invoice.
Why Spreadsheets No Longer Cut It
Many firms still use spreadsheets or in-house tools to manage these processes. But these aren’t built for collaboration, scale, or complexity. Research from PMI and Hexagon found that 42% of engineering professionals still rely on spreadsheets for risk and change management — even though this approach increases the very risks they’re trying to control.
The cost? Slower delivery, higher overheads, lost margin, and poor visibility across teams and projects.
A platform like Proteus eliminates these issues by providing real-time, end-to-end control across the delivery chain. With features tailored for engineering consultancies — like configurable project controls (VOWD, EVM), integrated dashboards, and automated reporting — teams can streamline delivery, reduce risk, and operate more efficiently.
Better Data, Better Decisions
KPMG’s Transforming the Enterprise of the Future report stresses the importance of moving from data-aware to data-driven. It’s not enough to have data — it has to be integrated, up to date, and accessible.
Proteus acts as that data bridge — giving project managers, engineers, finance teams, and business leaders a single source of truth. That means:
- No more siloed systems
- No more inconsistent reports
- No more scrambling for project updates
Instead, project teams get visibility into what’s happening right now — enabling faster, more confident decisions.
The other advantage? Closing the gap between sales and delivery. One of the biggest risks for engineering consultancies is a disconnect between what’s promised in the bid and what’s delivered on the ground. Proteus solves this by linking sales activity directly with project execution — enabling seamless handovers, margin tracking, and scope management. By aligning commercial and delivery teams around a shared platform, consultancies can improve win rates and delivery performance — a key driver of profitability and client satisfaction.
It’s Not Just Technology — It’s Change
Of course, implementing any new platform requires change. DNV lists resistance to change and lack of digital skills as top barriers to transformation. That’s why successful implementations must prioritise people.
PWC’s ERP transformation project with Skanska is a case in point: by focusing on trust, training, and user adoption, they were able to eliminate legacy systems and unlock new levels of productivity.
At Proteus, we support this people-first approach through tailored onboarding and training — ensuring your team is set up for success from day one.
Choosing the Right Tool
With so many tools on the market, it’s critical to choose a platform that fits your industry and your business model. Many general-purpose tools don’t reflect the specific needs of engineering consultancies working in regulated, high-stakes sectors.
Proteus was built for this space — developed by engineers for engineering teams. Whether you’re working in energy transition, infrastructure, or environmental services, Proteus gives you the controls, insights, and integrations you need to deliver exceptional work at scale.
Final Thought
If you’re running Oracle or Dynamics, you already have powerful business systems. If you’re using Salesforce or HubSpot, you’re tracking opportunities. But what ties it all together — what actually drives project delivery — is often missing.
That’s what Proteus delivers: a fit-for-purpose operational layer that enhances your existing stack and transforms how your business runs projects. In a competitive, margin-sensitive industry, that edge can be the difference between just getting by — and getting ahead.
About Proteus
Proteus developed by a Scottish-based tech company, Xergy Group, is an end-to-end project management solution developed for the energy and engineering consulting industries.
Proteus is industry-proven and enables consultancies to meet project demands across the full lifecycle, from proposal development to project delivery. With robust sales and project delivery modules, Proteus helps its customers win more business, increase efficiencies, manage expenditures, and improve project controls.
Critical workflows, automation, and controls are integrated into Proteus. These include opportunity evaluation, proposal building, resource planning, budget tracking and forecasting, real-time multi-level restricted dashboards, and project performance analytics.
Third-party integrations and customised solutions allow Proteus’ users, which include C-suite, project leads, and engineers, to get the exact software solution needed for their business.
We offer a free onboarding consultation service to ensure your company account is set up to your company’s needs.
How to get Proteus
Proteus operates under a software-as-a-service (SaaS) model. We offer Enterprise packages and flexible pricing solutions: contact our team to learn more requests@xergy.com
We designed Proteus to be simple, and that means you can get up and running on Proteus without an IT team or support from a programmer. You will want to spend a bit of time configuring the admin console so that you have everything set up to suit your company structure, but it is intuitive and you don’t need a PhD in IT.
However, we want you to get the best out of what is a brilliantly powerful tool, so don’t hesitate to ask for our support. We have a team of product experts who are ready to help you with the configuration process, so get in touch today by filling out the form below:
