Four factors. One precise allocation.
The Crewpath model converts your consultant and engagement data into a rank-ordered match score — weighing four dimensions algorithmically, not by committee judgment.
Every factor, fully configurable.
The four scoring dimensions are pre-tuned for professional services norms but can be weighted per your firm's priorities.
Crewpathio maintains a structured taxonomy of industry verticals, functional capabilities, and technology platforms. Each consultant profile is tagged against this taxonomy from your HRIS data or CSV import. Engagement requirements are similarly tagged from your PSA or a structured intake form.
- Industry vertical depth scores (banking, healthcare, manufacturing, etc.)
- Functional capability matching (strategy, implementation, change management)
- Technology platform experience flags (SAP, Salesforce, Workday)
- Recency weighting — experience within the last 24 months scores higher
Chemistry is the dimension most allocation tools ignore. Crewpathio builds a relationship graph from your historical engagement data — tracking which consultants extended, which were re-requested, and which disengagements ended early.
- Historical engagement extension rate per consultant-client pair
- Client re-request signals (same client asking for same consultant)
- Early disengagement flags and recency decay
- Configurable minimum chemistry threshold for sensitive accounts
Bench time costs real money. The utilization dimension surfaces available consultants first, with scoring that reflects your firm's target utilization band — typically 70–82% for professional services.
- Real-time bench status pulled from PSA (Kantata, Planview)
- Availability window matching to engagement start/end dates
- Buffer logic: don't reassign consultants finishing engagements within 2 weeks
- Utilization band customization per practice area
A perfectly-fit consultant who sits on bench for 30 more days while a slightly-lesser fit starts now often costs more. Crewpathio's bench cost delta calculation ensures allocation decisions account for the opportunity cost of delay.
- Per-consultant daily bench cost calculation
- Match score adjusted by cost of delay vs cost of imperfect fit
- Configurable cost weighting for margin-focused vs quality-focused modes
- Bench cost dashboard visible to resource managers in real time
From engagement brief to ranked shortlist in under 90 seconds.
Ingest
Connect your PSA + HRIS. Crewpathio syncs consultant profiles, engagement history, and availability in near-real-time.
Model
The scoring engine builds a People Graph linking consultants, clients, and past engagements through relationship edges.
Score
A new engagement brief triggers a scoring pass across all viable consultants — domain, chemistry, utilization, and bench cost evaluated simultaneously.
Present
Resource managers receive a ranked shortlist with per-factor breakdowns. One-click allocation or send to committee for review.
A scoring layer, not a PSA replacement.
Crewpathio reads from your existing PSA and HRIS — it does not replace them. It also does not handle time tracking, invoicing, project management, or recruiting. What it does is take the allocation decision that currently happens in a bi-weekly committee meeting and give it a structured, repeatable scoring foundation. Your PSA stays. Your committee can stay. The difference is that both now have defensible data to work from.
Every consultant, every engagement, one view.
The allocation dashboard surfaces scored shortlists alongside bench visibility and utilization KPIs — no context switching required.
Embed scoring in your existing workflow.
The Crewpath scoring engine is fully accessible via REST API. Trigger match scoring from your PSA, ITSM, or custom workflow orchestration — and receive structured JSON with per-factor breakdowns.
{
"match_score": 0.847,
"recommended": true,
"factor_breakdown": {
"domain_fit": 0.91,
"chemistry_fit": 0.78,
"utilization_delta": 0.95,
"bench_cost_delta": 0.82
},
"consultant_id": "cns_7f3a9d",
"engagement_id": "eng_2c8b4e"
}
Ready to run the scoring model on your firm's data?
Apply for 3-month pilot access. No rip-and-replace required.