Consulting & Professional Services Edition

Present talent. Win deals. Drive more revenue.

Your team's experience is the product you sell. WorkStory™ keeps every consultant's profile proposal-ready — so you respond faster, stay on-brand, and win more business.

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WorkStory product dashboard — the People workspace showing team profiles, resumes and collaboration status
Proposal ready
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Trusted by consulting and professional services firms
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Why it matters

Winning business takes trust + speed

In consulting, your team's talent is the product. How you present it — and how fast — directly impacts your win rate.

Speed = more deal wins

  • Talent profiles ready to adapt and update instantly
  • Respond quickly to every opportunity
  • Keep profiles current as skills evolve with every project

Efficiency = cost savings

  • Reduce manual resume and proposal prep time
  • Eliminate rework, duplication, and version confusion
  • Lower operational costs by standardizing workflows

Quality = client trust

  • Professional and consistent, every time
  • Clear, concise and on-brand for your firm
  • Relevant and tailored to each client's project
Before · After

From manual chaos to proposal-ready, every time

The shift isn't a better template. It's a system — one place where every profile lives, stays current, and exports cleanly the moment you need it.

Before WorkStory™

Stringing tools together. Hoping nothing falls through.

  • Resumes scattered across email, shared drives, and personal folders
  • Manual reformatting every time the firm template changes
  • No clear ownership — proposal team chases consultants for updates
  • "Final_v3_FINAL.docx" version confusion blocks deal velocity
  • PII handled inconsistently across the firm
With WorkStory™

One platform. Always current. Always on-brand.

  • Every consultant profile in one searchable, structured workspace
  • Firm-approved templates apply automatically across all profiles
  • Defined roles and update cadence — central oversight, decentralized authoring
  • Real-time collaboration replaces version files
  • Enterprise-grade security and access controls built in
One platform, however you operate

Whatever your operating model, WorkStory™ fits it

Centralized, self-service, or hybrid — configure profile ownership to match how your firm actually runs, and change it practice by practice.

Centralized ownership

Your proposal team owns every profile. Consultants submit updates; the team maintains, formats, and exports. Full control, single point of accountability.

  • Proposal team manages every profile directly
  • One consistent standard across the whole firm
  • Best for firms with a dedicated bid team

Self-service

Consultants maintain their own profiles directly in the platform. Firm-approved templates keep everything on-brand without central bottlenecks.

  • Consultants update their own experience as projects close
  • No bottleneck waiting on a central team
  • Best for large or fast-moving consultant bases

Hybrid

Some practices centralized, others self-service — set ownership by team, seniority, or region, and change it as your firm grows.

  • Different rules for different practices or regions
  • Senior consultants self-serve, others centrally managed
  • Most firms land here as they scale
How it works

Your resume workflow, simplified

Five steps to a firm-wide system that runs on its own.

1

Standardize talent profiles

Import existing resumes, apply firm-approved templates, and use AI to accelerate profile creation.

2

Define roles & processes

Centralized or decentralized ownership — WorkStory™ flexes to how your firm actually operates.

3

Search & assemble teams

Find the right consultants by skill, experience, or service line. Add them to proposals instantly.

4

Export proposal-ready

Generate on-brand, formatted resumes on demand. Always current. Always consistent.

5

Update the library as work closes out

As consultants complete assignments, project content flows back into the firm-wide library — keeping every profile that touched that engagement current, without anyone re-writing it by hand.

Built for everyone in the deal cycle

Value across your firm

WorkStory™ works because every stakeholder — from BD to IT — gets something they need.

Client Development

Win more, with less effort

  • Faster response to opportunities
  • Identify the right team quickly
  • More proposals, higher win rates
Consultants

Less admin, more impact

  • Simple updates as projects close
  • Easier collaboration with proposal teams
  • Profile stays current automatically
Proposal & Admin

Clear ownership, fewer fires

  • Defined update processes
  • Fewer manual steps and reformats
  • Better collaboration across regions
Finance

Cost savings and win rate gains

  • Reduced cost through team efficiency
  • Improved sales performance
  • Operational waste eliminated
IT / CTO

Enterprise-ready by default

  • SSO, role-based access, audit logs
  • Encrypted in transit and at rest
  • Integration with your existing stack
Managing Partners

Visibility and control

  • Real-time delivery and workload visibility
  • Consistent brand across every proposal
  • Scale across regions and service lines
Platform capabilities

Built for the way consulting firms actually work

Not a resume builder. A revenue-enablement platform.

AI-assisted content

Accelerate drafting and keep profiles current with AI that respects your firm's voice and templates.

Advanced talent search

Find best-fit consultants by skill, industry, project type, or custom firm attributes — in seconds.

Built with global capabilities

Profiles and proposals in 17 languages. Multi-region deployment for firms bidding across borders and time zones.

Branded templates

Firm-approved templates apply automatically. Short-format, long-format, service-line specific.

Real-time collaboration

Consultants and proposal teams work together in one workspace. No more email threads.

Enterprise controls

SSO, roles, workflows, reporting, and audit logs. Built for scale across teams and regions.

Common project records

Log a project once — it updates every consultant who worked on it, simultaneously, and joins a firm-wide library of approved descriptions everyone pulls from. The same engagement reads identically across every profile, no matter who writes it up.

Consultant consent & data governance

Consultants see and approve how their profile is used. Full audit trail on every access, edit, and export.

Getting started

Live in days, not quarters

We migrate your existing profiles, connect your systems, and train your team — before your first proposal deadline.

01

Import & standardize

We migrate your existing consultant profiles from Word, PDF, or wherever they live today — and apply your branded templates.

02

Connect your systems

SSO and user access provisioned against your identity provider. API integration with your existing HR, CRM, or proposal tools where you need it.

03

Build your templates

Beyond standard branding — custom formats for specific practices, clients, or bid types, built to match exactly what your proposals require.

04

Configure your workflow

Centralized, self-serve, or hybrid ownership — set up to match how your firm already operates.

05

Train your team

Live onboarding for proposal teams and consultants. Most firms are fully operational within a week.

06

Enterprise-level support

A dedicated point of contact as you scale — not a ticket queue. Ongoing support for new practices, regions, and integrations as your firm grows.

We can't believe how much faster it is to get new proposals out the door. They look sharper than ever, and on-brand. WorkStory™ is saving us multiple hours per week managing our team's CVs.

EC
Director
Engineering Consultancy
Questions

Frequently asked questions

Is my data secure?

Yes. WorkStory™ uses SSO with role-based access controls and full audit logs on every profile access, edit, and export. Consultant data is never shared outside your firm's workspace. On Enterprise, you also get advanced security controls and a dedicated review of your specific requirements before rollout.

Can you integrate with our SSO?

Yes. SSO is available on the Enterprise plan, provisioned against your identity provider during implementation — so your team logs in the same way they already do everywhere else. API access is included at Enterprise for connecting WorkStory™ to your existing HR, CRM, or proposal systems.

How long does implementation take?

Most firms are fully operational within a week. We migrate your existing consultant profiles, connect your systems, configure your templates, and train your team — see the full process above.

What happens to our data if we leave?

Your firm's profile library and project records are exportable at any time. Consultants who leave the firm take their personal career record with them as their own WorkStory™ account — the firm keeps the business record.

Do consultants have to use the platform directly?

No. WorkStory™ supports centralized, self-service, and hybrid operating models. Your proposal team can manage every profile centrally if you prefer — consultants only need to log in if you choose a self-service or hybrid model.

Can we customize output formats for specific clients?

Yes. Beyond standard branded templates, we build custom formats for specific practices, clients, or bid types during implementation — matched to exactly what your proposals require.

Present talent. Win deals. Drive more revenue.

See WorkStory™ built for your firm — in a live 20-minute walkthrough.