Consultant-Engagement Scoring Engine

Thirty-hour committees.
Replaced.

Crewpath scores every consultant against every open engagement across four weighted dimensions — domain expertise, client chemistry, utilization pressure, bench cost — and returns a ranked list before the first calendar invite goes out.

Start Pilot See the Scoring Model
< 90s
Full scoring pass per engagement
4
Dimensions in every match decision
100+
Consultants scored simultaneously
The Model

The Math Behind Every Match

Dimension 01
Domain Expertise

Scored from project-type history (last 36 months) and certification depth. Prioritizes exact-match engagement types with recency weighting.

Weight: 30%
Dimension 02
Client Chemistry

Derived from prior engagement ratings and relationship flags. Accounts for repeat-client preference signals and known friction records.

Weight: 25%
Dimension 03
Utilization Pressure

Current billable load plus open bench window. Surfaces consultants close to target utilization whose deployment timing aligns with engagement start.

Weight: 25%
Dimension 04
Bench Cost

Daily rate delta versus engagement billing rate plus margin impact calculation. Flags cost-optimized assignments without sacrificing quality score.

Weight: 20%
Weights are tunable per firm. Default model is calibrated on 3 years of professional services allocation data. Firms on the Growth tier can adjust weights through the admin panel; Enterprise customers receive a custom model training session.

What Allocation Looked Like Before

Manual Committee Process
1
Email blast to check availability Day 1
2
Resource spreadsheet circulated Day 2–3
3
Informal partner hallway discussions Day 4–5
4
Committee meeting convened Day 8
5
Decision memo drafted Day 10
6
Consultant notified Day 12
Total: 12 days  |  30+ hours of partner time
Crewpath Scoring Engine
1
Engagement brief entered T + 0s
2
All consultants scored across 4 dimensions T + 38s
3
Ranked match list generated T + 72s
4
Top match confirmed by partner T + 90s
Total: 90 seconds
Live Walkthrough

A Single Matching Cycle

Step through how the engine processes one engagement from brief to ranked output.

Client
Ardent Advisory
Engagement Type
Operational Restructuring
Duration
10 weeks
Start Date
2026-07-14
Required Skills
Change management, financial modeling, stakeholder comms

Scoring 3 consultants across 4 dimensions...

C. Worthington Senior Manager calculating...
Domain Expertise91
Client Chemistry78
Utilization Pressure85
Bench Cost Delta76
Rank Consultant Role Score Action
#1 C. Worthington Senior Manager 84.7
#2 P. Delacroix Manager 79.2
#3 S. Maruyama Associate 61.4

From Firms That Ran the Pilot

We were running two full-day allocation committee sessions each month for engagements over eight weeks. The retroactive pilot showed the model would have agreed with our top choice 71% of the time — and on the 29% where it diverged, three of those divergences were consultants we later acknowledged were underutilized. We haven't cancelled the committee, but it's a 25-minute confirmation call now, not a room full of partners talking over each other.

Head of Delivery Operations Thorngate Partners, 140-consultant firm

The utilization pressure dimension was what sold us. We were tracking individual targets in Kantata but had no view of systemic distribution. The scoring pass showed four consultants sitting at 88-92% billable while six others were below 60%. That imbalance was invisible to the committee because they were already staffed.

Resource Management Director Elara Management Consulting

The client chemistry dimension formalizes something we were doing informally for years. Partners have strong opinions about consultant-client fit — now those opinions are in the model as flags, not just in someone's head the day of the staffing meeting.

Managing Partner Vaulton Advisory Group

Connects to Your Existing Stack

Crewpath is not a PSA replacement. It is a scoring layer that reads from your existing PSA, HRIS, and CRM and returns ranked allocation recommendations. Your project management, time-tracking, and billing workflows stay exactly where they are.

PSA Software
Calendar Sync
HRIS
CRM
Slack / Teams
CSV / API

Native sync: Kantata (Mavenlink), Harvest. Flat-file import for spreadsheet-based PSAs. REST API for custom integrations.

See full integration list →

Run a scoring pilot on your last 12 months of engagements.

Export your PSA data. Crewpath retroactively scores every historical engagement and produces a divergence report showing where the model's top recommendation differed from your committee's choice — and by how much.

Start Free Pilot
No lock-in Setup in one afternoon Your data never trains our model