FAQ consalio

Frequently Asked Questions

Find answers to commonly asked questions here to help you navigate smoothly through our offerings. If you can’t find what you’re looking for, feel free to reach out to our team for further assistance.

consalio is a cloud-based solution designed to streamline service partner management by providing a centralized platform for all your service partner-related activities.

consalio helps manage service partner spending better by letting management control costs upfront, avoiding overspending, and using resources more efficiently.

consalio’s mission is to transform collaboration between corporates and service partners by providing full transparency, eliminating inefficient manual processes, and automating key project management tasks for increased efficiency.

consalio achieves automation by centralizing project data and communication, and eliminating the need for manual updates. This makes projects run smoother and reduces the chance of mistakes.

The key benefits include eliminating manual work, maximizing project impact through automation, spotting issues early, saving money, comparing projects easily, and identification of improvement measures.

To get started with consalio, you can visit our website and explore the onboarding process. Additionally, you can reach out to our support team for assistance and further information.

Yes, consalio is a cloud-based solution, providing accessibility and flexibility for users to manage service partners from anywhere with an internet connection.

consalio allows you to be proactive by providing real-time visibility into current project costs, enabling you to stay informed before invoices arrive, and making budgeting more efficient.

consalio offers a unified platform, allowing you to manage all your service partners efficiently in one place, simplifying communication, collaboration, and project tracking.

consalio stands out by serving as the single source of truth for both current and historic service partner projects, eliminating manual work, and maximizing project impact through smart automation.

consalio is designed to support various data sources, including spreadsheet files (like Excel) and PDFs.

With consalio, it works for all kinds of businesses – small or big. It can adjust and help with managing service partners, no matter the size of the company.

consalio allows you to create various insights and reports to better understand your data. You can generate reports on project status, budget usage, planning accuracy, billing progress, project cost trends, and more. The tool provides flexibility in creating customized visualizations and dashboards tailored to your specific business needs.

Security is a critical aspect of consalio. consalio prioritizes the security of service partner-related data and implements access controls, and other security measures to safeguard sensitive information from unauthorized access or breaches.

consalio offers robust support and training options for users, ensuring a smooth experience with the platform. Users can access comprehensive documentation, including user guides and tutorials, to familiarize themselves with consalio’s features. Additionally, customer support is available for addressing inquiries and issues through channels such as live chat, email, or phone. For users new to consalio, specialized onboarding resources and training sessions, whether virtual or in-person, are provided to facilitate a seamless transition and optimize their utilization of the platform.

With consalio, regular updates bring new features, improvements, and security enhancements. Updates are typically automatic to ensure users have access to the latest and greatest capabilities without any interruption.

Yes, consalio provides tools for forecasting service partner costs, allowing organizations to plan and budget well for future projects and use resources wisely.

Yes, consalio may offer a trial or demo to allow users to explore the features and functionalities before making a commitment.

The demo contains:

  • Onboarding 3-5 service partners
  • Training sessions for the customer
  • Setting up the account

consalio is designed to be user-friendly, requiring minimal technical expertise for day-to-day operations. However, comprehensive training resources are available for users to make the most of the platform’s features.

consalio provides real-time visibility into advisor spend, allowing management to monitor and control expenses before invoices are received. This proactive approach helps prevent surprises and ensures financial control.

Yes, consalio is designed to be flexible and customizable to accommodate the unique needs of different businesses. Our platform can be tailored to align with your specific service partner management requirements.

consalio tracks various KPIs to help organizations measure their performance effectively. These may include KPIs related to project status, budget consumption, planning accuracy, billing progress, project cost volatility, and overall service partner satisfaction. Specific KPIs can be customized based on organizational goals and priorities, providing a tailored approach to performance measurement.

consalio has robust capabilities for storing and analyzing historical data without limitations.

You will receive a dedicated invoice from us, and then you will wire the amount.