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Consulting SaaS Platform Toolkit (+Templates) (PowerPoint PPTX Slide Deck)
PowerPoint (PPTX) + Zip archive file (ZIP) 470 Slides
BENEFITS OF THIS POWERPOINT DOCUMENT
- Provides a complete blueprint for transforming your consulting intellectual property into a scalable SaaS product.
- Delivers a structured system for designing, positioning, and monetizing your own recurring-revenue consulting platform.
- Equips your firm with the strategic foundation to transition from project-based services to productized, platform-driven growth.
CONSULTING TRAINING PPT DESCRIPTION
Curated by McKinsey-trained Executives
π The Ultimate Consulting SaaS Platform Toolkit (+Templates)
Turn Your Consulting Firm into a Scalable, Recurring-Revenue SaaS Powerhouse
400+ PowerPoint Slides.
3 Ready-to-Use SaaS Platform Templates (Wireframes + Code).
The Complete Strategic Blueprint to Productize Your Consulting IP.
If you're still monetizing through billable hours alone, you're building a ceiling into your own growth.
The next generation of consulting firms are building:
• Recurring SaaS revenue
• Proprietary digital platforms
• Scalable intellectual property
• Enterprise valuation multipliers
This toolkit shows you how.
And gives you 3 SaaS platform templates to accelerate execution.
πΌ What You Actually Get
β
400+ Fully Structured PowerPoint Slides
A comprehensive, step-by-step transformation system you can:
• Use for internal strategy alignment
• Present to partners and leadership
• Convert into workshops
• Turn into client advisory programs
• Use as a roadmap to build your own SaaS platform
This is not a high-level overview.
It is a complete Consulting-to-SaaS architecture.
π₯ PLUS: 3 Ready-to-Use SaaS Platform Templates
You receive three structured SaaS platform templates that include:
• Complete platform wireframes
• UI structure and screenshots
• Base-level code foundations
These templates are designed to help you move from concept to tangible product direction faster.
They are starting points you can adapt, modify, expand, and customize for your specific consulting niche.
No months of staring at blank screens.
No guessing how a consulting platform should be structured.
You begin with a real product base.
π Complete Framework Breakdown
PART I β The Strategic Shift
1. Why Consulting Firms Are Becoming Product Companies
β’ The Shift from Billable Hours β Scalable Intellectual Property
β’ From Project Revenue to Recurring SaaS Revenue
β’ Data Network Effects as a Strategic Asset
β’ Competitive Advantage Through Proprietary Platforms
β’ The Rise of Productized Consulting
β’ Why Consultants Must Productize
Reframe your firm's long-term strategy.
PART II β What to Build: Digital Product Opportunities
2. Types of Digital Products a Consulting Firm Can Offer
A. Analytics & Dashboard Platforms
β’ KPI & Executive Performance Dashboards
β’ Operational Control Towers
β’ Financial Performance Monitoring Systems
β’ Supply Chain Visibility Platforms
B. Assessment & Benchmarking Tools
β’ Digital Maturity Assessment Platforms
β’ ESG Scoring & Sustainability Intelligence Tools
β’ Strategy Diagnostic & Benchmarking Systems
C. AI Decision Support Tools
β’ Forecasting & Planning Engines
β’ Risk Prediction Models
β’ Scenario Planning & Simulation Tools
D. Workflow & Transformation Platforms
β’ PMO & Portfolio Management Dashboards
β’ Transformation Tracking Systems
β’ Change Management & Adoption Portals
You identify exactly where your intellectual property can become software.
PART III β Business Model Design
3. SaaS Business Model Architecture
β’ Subscription-Based SaaS Models
β’ Tiered Pricing Strategy
β’ Enterprise Licensing
β’ Embedding SaaS into Consulting Engagements
β’ Freemium as a Lead Generation Model
4. Cost Structure & Operating Model
β’ Product Development Costs
β’ Maintenance & Support Model
β’ Hosting & Cloud Infrastructure
β’ Security & Compliance Requirements
β’ Build vs. Partner Decisions
5. Pricing & Monetization Strategy
β’ Value-Based Pricing
β’ Per-User vs. Usage-Based Pricing
β’ Industry-Specific Pricing Models
β’ Hybrid Consulting + SaaS Revenue Structures
Designed for consulting economics – not generic startup theory.
PART IV β Turning Consulting IP into Software
6. The Product Strategy Framework
Step 1 β Define the Core Consulting Insight
β’ Identifying Proprietary Intellectual Property
β’ Examples:
• Cost Optimization Framework
• Procurement Benchmarking Model
• Digital Transformation Roadmap
Step 2 β Convert Insight into Repeatable Logic
β’ Business Rules
β’ KPI Structures
β’ Algorithms
β’ Scoring Systems
Step 3 β Define User Personas
β’ CEO
β’ CFO
β’ Head of Operations
β’ Strategy & Transformation Teams
Step 4 β Design the User Experience Layer
β’ Executive Dashboard
β’ Self-Service Platform
β’ AI Assistant
β’ API-Based Product
You move from PowerPoint thinking to product thinking.
PART V β From Concept to MVP
7. Designing the Minimum Viable Product
β’ Defining the Core Use Case
β’ Simplifying the Feature Set
β’ Avoiding Over-Engineering
β’ Pilot Clients & Co-Creation
β’ Validating Before Scaling
8. Tech Stack Options: No-Code vs. Custom Development
β’ When No-Code Makes Strategic Sense
β’ When to Build Custom
β’ Speed vs. Scalability Trade-Off
β’ Internal Team vs. External Development
Minimize risk before major investment.
PART VI β Technical Architecture (Executive Overview)
9. High-Level SaaS Architecture
β’ Frontend (Web Application Layer)
β’ Backend Business Logic
β’ Database Structure
β’ Cloud Hosting Environment
β’ Security & Access Control
β’ Analytics & Usage Tracking
Strategic-level clarity without deep technical dependency.
PART VII β Go-To-Market Strategy
10. Commercialization Strategy
β’ Selling as a Standalone SaaS Product
β’ Bundling with Consulting Engagements
β’ Using the Platform to Win Advisory Projects
β’ Pilot Programs & Lighthouse Clients
β’ Industry-Specific Versions
11. Sales & Growth Strategy
β’ Leveraging Existing Client Relationships
β’ Enterprise Sales Motion
β’ Product-Led vs. Relationship-Led Growth
β’ Building SaaS Sales Capability
Because great products fail without commercial strategy.
PART VIII β Scaling the Consulting SaaS Model
12. Operational Scaling
β’ Customer Success & Retention
β’ Product Roadmap Governance
β’ Data Strategy
β’ Performance Metrics & KPIs
13. Organizational Transition
β’ Structuring Product Teams
β’ Aligning Incentives
β’ Managing Hybrid Revenue Models
β’ Leadership & Governance
Built for firms serious about long-term scale.
TEMPLATES
1οΈβ£ Strategy Execution Control Tower
A SaaS platform that tracks strategic initiatives, KPIs, milestones, budgets, and risks in real time.
Target users: CEO, COO, transformation office
Revenue model: Enterprise subscription + consulting integration
2οΈβ£ Digital Maturity & Benchmarking Engine
An assessment platform that scores companies across digital capabilities (technology, operations, data, culture) and benchmarks them against industry peers.
Target users: CIO, Chief Digital Officer
Revenue model: Freemium diagnostic β paid detailed analytics + advisory upsell
3οΈβ£ AI-Driven Cost Optimization Platform
A data-driven tool that analyzes spend, procurement, and operational data to identify savings opportunities and simulate cost-reduction scenarios.
Target users: CFO, Head of Procurement
Revenue model: SaaS + success-fee hybrid
π― Who This Is For
• Strategy Consulting Firms
• Boutique Advisory Firms
• Independent Consultants
• Corporate Innovation Teams
• Digital Transformation Advisors
• Fractional CFO / COO Practices
If you have structured methodologies, frameworks, assessments, or transformation programs – this toolkit helps you architect the transition into SaaS.
π° The Strategic Advantage
Instead of:
β Restarting revenue each quarter
β Scaling only through hiring
β Competing on day rates
β Losing IP inside slide decks
You can:
β
Create recurring revenue layers
β
Strengthen client stickiness
β
Increase enterprise value
β
Differentiate with proprietary platforms
π¦ What Makes This Toolkit Different
• Built specifically for consulting firms
• Focused on productization strategy
• Structured for executive-level decision making
• Includes 3 SaaS platform templates (wireframes + code foundation)
It gives you clarity, direction, and a faster path toward launching a consulting-based SaaS initiative.
Key Words:
Strategy & Transformation, Growth Strategy, Strategic Planning, Strategy Frameworks, Innovation Management, Pricing Strategy, Core Competencies, Strategy Development, Business Transformation, Marketing Plan Development, Product Strategy, Breakout Strategy, Competitive Advantage, Mission, Vision, Values, Strategy Deployment & Execution, Innovation, Vision Statement, Core Competencies Analysis, Corporate Strategy, Product Launch Strategy, BMI, Blue Ocean Strategy, Breakthrough Strategy, Business Model Innovation, Business Strategy Example, Corporate Transformation, Critical Success Factors, Customer Segmentation, Customer Value Proposition, Distinctive Capabilities, Enterprise Performance Management, KPI, Key Performance Indicators, Market Analysis, Market Entry Example, Market Entry Plan, Market Intelligence, Market Research, Market Segmentation, Market Sizing, Marketing, Michael Porter's Value Chain, Organizational Transformation, Performance Management, Performance Measurement, Platform Strategy, Product Go-to-Market Strategy, Reorganization, Restructuring, SWOT, SWOT Analysis, Service 4.0, Service Strategy, Service Transformation, Strategic Analysis, Strategic Plan Example, Strategy Deployment, Strategy Execution, Strategy Frameworks Compilation, Strategy Methodologies, Strategy Report Example, Value Chain, Value Chain Analysis, Value Innovation, Value Proposition, Vision Statement, Corporate Strategy, Business Development, Business plan pdf, business plan, PDF, Business Plan DOC, Business Plan Template, PPT, Market strategy playbook, strategic market planning, competitive analysis tools, market segmentation frameworks, growth strategy templates, product positioning strategy, market execution toolkit, strategic alignment playbook, KPI and OKR frameworks, business growth strategy guide, cross-functional strategy templates, market risk management, market strategy PowerPoint doc, guide, ebook, e-book ,McKinsey Change Playbook, Organizational change management toolkit, Change management frameworks 2025, Influence model for change, Change leadership strategies, Behavioral change in organizations, Change management PowerPoint templates, Transformational leadership in change, supply chain KPIs, supply chain KPI toolkit, supply chain PowerPoint template, logistics KPIs, procurement KPIs, inventory management KPIs, supply chain performance metrics, manufacturing KPIs, supply chain dashboard, supply chain strategy KPIs, reverse logistics KPIs, sustainability KPIs in supply chain, financial supply chain KPIs, warehouse KPIs, digital supply chain KPIs, 1200 KPIs, supply chain scorecard, KPI examples, supply chain templates, Corporate Finance SOPs, Finance SOP Excel Template, CFO Toolkit, Finance Department Procedures, Financial Planning SOPs, Treasury SOPs, Accounts Payable SOPs, Accounts Receivable SOPs, General Ledger SOPs, Accounting Policies Template, Internal Controls SOPs, Finance Process Standardization, Finance Operating Procedures, Finance Department Excel Template, FP&A Process Documentation, Corporate Finance Template, Finance SOP Toolkit, CFO Process Templates, Accounting SOP Package, Tax Compliance SOPs, Financial Risk Management Procedures.
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Disclaimer
The SaaS platform templates are provided as-is and include wireframes and base-level code only.
There is:
• No guarantee that the code functions without modification
• No warranty of any kind (express or implied)
• No guarantee of completeness, security, scalability, or performance
• No liability for any damages or losses arising from use
• No legal, financial, tax, technical, or professional advice included
• No deployment, hosting, integration, customization, or support services included
• All templates and materials are sold as-is, without any obligation for updates, implementation, or related services.
Users are solely responsible for reviewing, testing, adapting, securing, and deploying any materials at their own risk.
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Source: Best Practices in Consulting Training, SaaS PowerPoint Slides: Consulting SaaS Platform Toolkit (+Templates) PowerPoint (PPTX) Presentation Slide Deck, SB Consulting
ABOUT THE AUTHOR
SB Consulting is dedicated to empowering businesses to communicate their ideas with impact. This consulting firm specializes in teaching organizations how to create effective corporate and management presentations. With training from top-tier global consulting firms, including McKinsey, BCG, and Porsche Consulting, extensive expertise in presentation design and ... [read more]
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